SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Natural Resource Stocks -- Ignore unavailable to you. Want to Upgrade?


To: fastmetals who wrote (5599)12/26/2003 4:55:02 PM
From: Jim Willie CB  Respond to of 108576
 
price inflation on Japanese products first
then the rest of Asia
so far, the price rise from currency exchange rates on Taiwanese and Korean and Singapore products is very modest

the real humpback first is with the Japanese
but since the entire PacRim hedges via the JYen, expect eventually all those Asian exporters to see higher prices in US$ terms

find a single mainstream moron economist who expects imported price inflation,
and I will eat your soiled shorts
these guys are so so so asleep

/ jim