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Politics : Stockman Scott's Political Debate Porch -- Ignore unavailable to you. Want to Upgrade?

To: stockman_scott who wrote (1918)	7/12/2002 10:06:24 AM
From: Jim Willie CB	Read Replies (1) \| Respond to of 89467

I expect a shocker: parity next year, dollar/yen=100 >>>>> this will carry with it huge inflation implications this would be a 20-30% decline in the dollar versus the yen all manner of japanese components and finished products are sold in the USA of course, some of mfr'ed offshore, not in Japan in Korea and even China, but that is not enough really because all of the Asian currencies are rising EXACTLY as I expected this winter and early spring negotiations will continue to be difficult in pricing at first, Asians will give in, so as to preserve their mktshare but as the dollar continues down, Asians must keep their end of prices steady, which means our end goes UP UP UP Pimco's Gross believes China will remain as a solid Asian mfg deflationary force with its cheap labor but that must offset the rising currency we will see but I expect price inflation to return to the USA THAT IS PRECISELY WHY GOLD RISES VERSUS DECLINING DOLLAR it foretells price inflation what the fundamental data confirms this, GOLD EXPLODES / jim