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

To: Tommaso who wrote (34147)	7/25/2005 11:53:04 AM
From: Knighty Tin	Read Replies (1) \| Respond to of 116555

What is crazy is that we assume raising the Yuan valuation will help our exports. The Swiss Franc has been rising forever against the dollar, and, in extension, against the Yuan. Yet, the Swiss are exporting more every year to China. Why? They have products the Chinese want and need. We on the other hand specialize in products they may want, like advanced weapons systems, but which we can't or won't sell them.

To: Tommaso who wrote (34147)	7/25/2005 1:16:10 PM
From: GST	Read Replies (1) \| Respond to of 116555

100% agree on demand for oil. There is tremendous pent-up global demand for our resource-intensive life style -- a complete disaster for the environment, but not the stuff deflation is made of. The issue often raised though is what about the impact of US demand in the even of a crash in consumer spending? Oil is not likely to be impacted due to other factors, but just how important is the US consumer in relation to global markets? In the past this has been huge -- do uou really think global demand can be sustained if the cash registers in the US fall silent?