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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: patron_anejo_por_favor who wrote (25866)	3/17/2005 8:31:33 PM
From: mishedlo	Respond to of 116555

Fed: U.S. economy has hit a sweet spot quote.bloomberg.com Fed Will Stay With `Measured' Rate Increase: John M. Berry March 17 (Bloomberg) -- As far as most Federal Reserve officials are concerned, the U.S. economy has hit a sweet spot. Not too hot, not too cold, just right, and likely to stay that way for a while. Like central bankers the world over, Fed policy makers are paid to worry. Still, looking out a year or more, barring some unforeseeable shock, they see little to worry about. . . . Do you feel better now?

To: patron_anejo_por_favor who wrote (25866)	3/17/2005 10:55:21 PM
From: mishedlo	Read Replies (1) \| Respond to of 116555

Jubak's Journal A portfolio built for gloom, but not doom moneycentral.msn.com "Follow these five principles and ride out the bad news I expect in the next few years. But my Pessimist's Portfolio isn't designed for disaster -- because I don't think that will happen...."

To: patron_anejo_por_favor who wrote (25866)	3/17/2005 11:01:55 PM
From: mishedlo	Respond to of 116555

Vice President Cheney acknowledged yesterday that the federal government would need to borrow trillions of dollars over the next few decades to cover the cost of the personal retirement accounts at the heart of President Bush's plan to restructure Social Security. Appearing on "Fox News Sunday," Cheney said the government would have to borrow $754 billion over the next 10 years, and conceded that the price tag would involve borrowing trillions of dollars more in subsequent decades. "That's right. Trillions more after that," Cheney said in response to a question. washingtonpost.com SD $900 billion (using Model 2, and the assumptions in the CSSS's report), which would be paid back from Social Security revenues from about 2029 onward...

To: patron_anejo_por_favor who wrote (25866)	3/17/2005 11:05:08 PM
From: mishedlo	Respond to of 116555

Bank of Korea not to alter proportion of reserves in US dollars [good god it sounds like they are going to buy stocks - mish] Friday, March 18, 2005 2:24:10 AM afxpress.com SEOUL (AFX) - The Bank of Korea has no plan to change the proportion of its foreign exchange reserves denominated in US dollars, although it will seek to maximize profit from its big forex holdings by investing in a broader range of assets, the Wall Street Journal reported, citing the head of the bank's reserve management team, Choo Heung-Sik "We have absolutely no plans to reduce our proportion of dollar holdings," Choo was quoted as having said in an interview with the newspaper yesterday "The market shouldn't misinterpret today's announcement, like it did last month." The newspaper reported that Choo did not specify which currencies or instruments the bank would look to as it seeks to boost the return on its massive forex reserves, the fourth-largest in the world The central bank triggered a massive dollar sell-off late last month with a remark on a plan to "diversify" the investment of its forex reserves. (1 usd = 1,001 won)