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

To: stockman_scott who wrote (12043)1/24/2003 4:56:17 PM
From: Jim Willie CB  Respond to of 89467
 
my takeaway from Morgan Stanley's Stephen Jen

Supply of foreign financing will fall. A large C/A deficit alone does not imply that the USD will weaken. The C/A balance captures the demand side of the external financing picture. The supply of foreign financing is equally important, and I believe it will decline in 2003.

supply is a concept often overlooked in numerous settings
e.g. dollars, bonds, debt, gold, foreign stock buying

/ jim


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