Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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

To: russwinter who wrote (9458)	3/5/2004 2:07:03 PM
From: mishedlo	Read Replies (1) \| Respond to of 110194

IMO That is very DEFLATIONARY. Mish

To: russwinter who wrote (9458)	3/5/2004 2:29:11 PM
From: ild	Read Replies (1) \| Respond to of 110194

Businesses Save So That Households And Governments Can Spend Although business saving is at a record high in absolute terms, combined household and government saving is negative for the first time in the post-WWII period. Business fixed investment spending is low in absolute terms and is at a record low in relation to business saving, perhaps because of a low return on capital. U.S. businesses and the rest of the world are saving so that U.S. households and government units can spend more. The relatively large use of total U.S. saving for household and government spending bodes poorly for long-term U.S. economic growth. northerntrust.com