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Strategies & Market Trends : Asia Forum -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (872)	1/14/1998 11:28:00 PM
From: Rmn	Read Replies (1) \| Respond to of 9980

Zeev, if there was a shortage of 120 Billion, would not interest rates have gone up. Also, if there was a shortage of cash being re-invested in treasuries last yr which was only met by large foriegn inflows, what happens this yr when the foriegners are scraping for cash. On another point, last time you said watch Rubin convert all those short term instuments into long term if interest rates go up. How would he do that, and why is he not telling the Koreans about it. Ramsey

To: Zeev Hed who wrote (872)	1/15/1998 12:44:00 AM
From: Mark Nelson	Read Replies (1) \| Respond to of 9980

Zeev, Talking about debt, budget.... Would you know how the Exchange Stablization Fund is funded? Lotta "mad" money passin' through there. I may have a link somewhere. Anyone? Mark

To: Zeev Hed who wrote (872)	1/15/1998 1:18:00 AM
From: Stitch	Read Replies (2) \| Respond to of 9980

Zeev, << I think that the fear of an impact on US corporations of the instability in world's financial markets will result in a short term retrenchment, particularly in the semis and other high techs. >> What do you mean short term retrenchment? What kinds of things will we see? Thanks for your insights, Best, Stitch

To: Zeev Hed who wrote (872)	1/15/1998 12:13:00 PM
From: geewiz	Read Replies (2) \| Respond to of 9980

Hello Z, "debt is a cash flow statement, deficit is profit and loss statement" that is a helpful approach in differentiating the two. IMHO the reason United States fiscal policy is healthy has much to do with revenues from capital gains; capital gains contributed by inflated equity markets. Excuse my skepticism, but I don't cede the government with any integrity in stating the numbers. As for the shortage of US treasuries; isn't this the result of being a reserve currency? The jury is out on this issue until the Euro is established, so the US treasury has a few quarters to lessen our dependence on foreign buyers. best, art