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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: Snowshoe who wrote (27942)1/18/2008 7:10:10 PM
From: elmatador  Read Replies (1) | Respond to of 217591
 
Coupling in reverse: US growth will depend on foreign growth. Exports, which surpassed $1 trillion for the first time in 2006, surpassed that total through 11 months of the year, with a value of $1.06 trillion. Imports stood at $1.8 trillion through November, the most recent statistics available, but will almost certainly narrowly have missed $2 trillion in 2007.

(annual trade will have surpassed $3 trillion for the first time ever, on record exports and record imports.)

As the US turns itself on an export juggernaut there will be coupling in reverse: The rest of the world sneezes and the US economy will catch a cold. That because the exports will be driving the economy.
People will be saying: "See! Decouple never happened!" But they will be forgetting that it decoupled, THEN AFTER, coupled in reverse.

The real stimulus is there: Emerging markets sucking imports like crazy. It is thie real stimuls that will show up in the next six months.