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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (2506)	11/21/2003 1:40:53 PM
From: yard_man	Respond to of 110194

I agree but how is that going to happen?? China's domestic economy IS heating up, but they realize that is a problem and don't want the fallout of a bubble -- but even their domestic demand advance is largely a result of their export growth -- it will cool with our demand ... Japan?? whole different mentality -- both cultural and reinforced by their burst bubble -- they will never go overboard on "consumerism" like the US ... and they already have massive government spending programs. Europe?? they really are encumbered by their socialist largesse and there is also a cultural impediment to spending what they don't have -- Britian may be an exception I think it is a problem of degrees -- US is such a "consumption monster" -- things are so unbalanced that it will take years to unwind

To: mishedlo who wrote (2506)	11/21/2003 1:46:56 PM
From: Jim Willie CB	Read Replies (2) \| Respond to of 110194

"Inflation + Deflation = Chaos (not zero)" by Jim Willie CB Nov 21, 2003 financialsense.com it should be linked to the Financial Sense Online front page shortly but here is the link it covers monetary inflation, exported bubbles, consequent price deflation, rising production costs, other USDollar effects, and ..... the imminent return flight of that inflation into the US Economy which happens on the back of rising Asian currencies it is high time somebody debunked the utter horseshit out there claiming that some inflation will be good to counter the price deflation we will get it in higher production costs and higher home energy costs the result will be shrinking profit margins and lower household budgets not to mention higher interest rates when real estate falters, the economy will likely enter a recession in late 2004 or 2005 early evidence is clear PPI was +0.8% (annually almost 10%) CPI is largely unchanged the difference affects profit margins most economists are simply political apologists who comment on the economy just because an object occupies a gargage, doesnt make it a car the same applies to those who discuss the economy / jim