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To: MR. PANAMA (I am a PLAYER) who wrote (24904)12/8/1997 10:29:00 PM
From: Trey McAtee  Read Replies (1) | Respond to of 53903
 
bateman--

it is very true that SEA accounts for very little US GDP. however, when you factor in that japan, korea and europe will be affected, in some cases dramatically, by SEA, it begins to effect us more and more.

the #s look strong, but they are a trailing indicator. next two months will show weaker numbers. look for a rate cut soon.

good luck to all,
trey