Sam Morris wrote:
> Web polls mean nothing. You should know that.
> 
> Didn't Bush 41 push the dollar way down to make trade
> attractive? Seemed to have work wonders years later
> when Clinton was in office.
> 
> It's just hard to say for sure, it's all specualtion.
> 
> Another note Bush is changing his whole economic team
> because he's unhappy with the progress. Sounds like
> the he's trying to do the right thing.
> 
> 
> -sm

I'm not too familiar with Bush 41.  We did study him in our American 
Politics class.  He was used as the classic sitting President that loses 
because a) he failed to fully understand the dynamics of approval 
ratings and b) being at the mercy of the Fed Chairman.  I've read 
reports that Bush still blames Greenspans failure to change interest 
rates fast enough to improve the economy before the election.  Of course 
the Fed Chairman should not, and did not, change interest rates at the 
request of the President.

But Sam does bring up a good point.  The weak dollar, theoretically, 
should make US trade more competitive.  But in reality it does not. 
Why?  Because all the major Asian currencies peg their currency to the 
US to try to keep exports healthy.  This is what Japan did in the 80s, 
South Korea did in the 90s, and China right now.  Japan and Korea 
control their currencies vs the US by buying US treasuries.  China, in 
addition to buying treasuires, is outright adjusting their currency with 
the USD.

Read an interesting article today that the Euro's enormous gain is 
partly attributed to this.  The US dollar is falling and all the other 
currencies should be rising.  Except the Asian currencies are which 
leaves the Euro to take on part of the apperciation that the Asian 
currencies should.

The other reason why the weak dollar isn't stimulating trade as much is 
due to the American consumers not buying American.  They will just pay 
the premium and get the Sony TV instead of getting a US brand.

-- 
2004 - The year $184M couldn't buy a pennant.

Ron Artest: Extremely flawed, very accidental, semi-martyr


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