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

To: Jim Willie CB who wrote (7089)2/6/2004 10:37:57 AM
From: mishedlo  Read Replies (1) | Respond to of 110194
 
lower than expected job growth hurting USDollar here
but once again, the "give" is with the euro
which does nothing to alleviate trade imbalance
why dont press & media pundits and analysts comment on this?

Because their thumb is up their ass?
Actually why would you even want them to bother?
They would just say something silly anyway or worse yet, just get it all totally wrong.

Europe is gonna be forced to cut whether they want to or not.

Mish



To: Jim Willie CB who wrote (7089)2/6/2004 10:42:44 AM
From: Haim R. Branisteanu  Read Replies (1) | Respond to of 110194
 
this trade deficit with EZ will evaporate this year. Germany at an average of EUR/USD of 1.15 had 14% lower exports outside EZ.

As to the greater picture after May the deficit may grow again with EZ but will be much lower with " old Europe"

census.gov


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