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To: ild who wrote (218258)	2/2/2003 10:34:18 AM
From: Knighty Tin	Read Replies (1) \| Respond to of 436258

ild, that was a great piece, especially the part about the service economy. So many US forecasters are glib about "who cares about the trade deficit or lack of investment in mfg.? We are a service economy." Yup, and we are about to take a big hit there.

To: ild who wrote (218258)	2/2/2003 11:25:04 AM
From: Les H	Respond to of 436258

Look Ma, I Beat the Street reuters.com

To: ild who wrote (218258)	2/2/2003 4:15:53 PM
From: yard_man	Read Replies (1) \| Respond to of 436258

ild, thanks That first chart from CI is identical to one that I plotted last week when I was discussing the trade deficit with Jim Woolie and mishedlo ... I argued that the trade gap would narrow over the coming months. Contary seems to be on the other side and may have a legitimate point or two applicable to the long run, but I think I am going to keep my bias in thinking that the trade deficit will come in because the drop in imports will be quicker or at least as fast as the drop in exports.