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Strategies & Market Trends : Heinz Blasnik- Views You Can Use -- Ignore unavailable to you. Want to Upgrade?

To: LLCF who wrote (1855)5/25/2003 10:49:11 PM
From: LLCF  Read Replies (2) | Respond to of 4905
 
Rogers and Faber both think the the US is faking the productivity AND inflation numbers. Austrians are growing like weeds.

Point made that it is expected that oil production will be up 20% over the next decade or some such thing, and Faber says "so what, the per capita use of oil in the US is 10X what it is in Asia... the US has 290 Mln people, Asia.... well, what's the difference really.

DAK



To: LLCF who wrote (1855)5/25/2003 10:51:42 PM
From: Haim R. Branisteanu  Read Replies (2) | Respond to of 4905
 
EZ is slipping into trade deficit. The key is China's USD peg as is Hong Kong and other "semi" peg currencies in Asia.

If those pegs will be released it will be better for the world economies and the USD may rise against the EUR


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