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</A> -Cui Bono?-

from:alt.conspiracy
As, always, Caveat Lector
Om
K
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Click Here: <A HREF="http://www.aci.net/kalliste/">The Home Page of J. Orlin
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US Stock Market


Strong US Growth Rattles the Markets


Dollar rallies, stocks and gold fall, on Fed implications.

NEW YORK - The U.S. economy grew even faster at the end of last year than the
torrid pace previously reported, revised government figures showed Friday.
The data increase the likelihood of interest-rate increases by the Federal
Reserve Board even though the report showed that inflation remained at the
low level previously reported.

The Commerce Department said gross domestic product expanded at a 6.9 percent
annual rate in the fourth quarter of 1999. That was significantly higher than
the 5.8 percent rate of growth the government had calculated in January.

The report helped lift the dollar against the euro. The single European
currency fell to 97.53 U.S. cents from 99.31 cents Thursday. But the Dow
Jones industrial average fell to close below the benchmark 10,000 level as
investors rolled money out of old-line industrial companies and into
high-technology companies.

Two measures of inflation that are included in the report were unrevised,
with the implicit and fixed price deflators remaining at 2 percent.

''In the new competitive economy, strong growth and low inflation can
coexist,'' Debbie Johnson and Edward Yardeni, economists at Deutsche Banc
Alex. Brown, said in a note to clients.

The strong fourth-quarter growth suggests that a series of interest-rate
increases last year have not succeeded in slowing the economy significantly.
The central bank has already raised short-term interest rates by a percentage
point since the summer, but it has mainly succeeded in slowing those sectors
of the economy most directly affected by the cost of money, such as banking
and real estate.

And while inflation remains low, that is no guarantee that the central bank
will not raise interest rates again.

Alan Greenspan, the Fed chairman, told Congress in his semiannual testimony
Wednesday that the very force that allows the economy to grow quickly without
significantly pushing up prices for goods and services was also a potential
problem. As American companies become more productive, expectations for their
earnings rise, he said. This has the effect of raising the prices of their
stocks, increasing the wealth of investors who own those shares.

The problem with that, Mr. Greenspan said, is that those investors are
spending some of the profits on goods and services that the economy does not
have the resources to produce. Indeed, personal consumption was the largest
contributor to the fourth-quarter GDP growth, with the pace of expenditures
rising 5.9 percent, up from the earlier estimate of 5.3 percent. An inflation
gauge linked to these purchases grew at a 2.5 percent rate in the fourth
quarter, compared with 1.8 percent in the third.

So far, Mr. Greenspan said, new employees coming into the work force -
including immigrants - and imports have satisfied the increase in demand
attributable to the wealth effect from the rising stock market, but the
central bank is worried that these ''safety valves'' will eventually cease to
protect the economy from inflation, posing a threat ''to our continued
prosperity.''

He told senators that the central bank would raise rates until the economy
slowed to a pace below that of the second half of 1999. The Fed's forecast
for growth in 2000 is 3.50 percent to 3.75 percent, and the outlook is often
considered to be the central bank's target, not just an estimate.

A separate set of economic data released Friday underscored the impact of
higher rates on banking and real estate. Sales of existing homes fell 10.7
percent in January, according to the National Association of Realtors. The
average rate on a fixed 30-year mortgage rose above 8 percent in January,
from 7.74 percent in November, according to the mortgage provider Freddie
Mac, and home buyers are increasingly switching to adjustable mortgages, a
strategy that indicates they find the conventional rates too high.

But while rising rates can be a problem for home buyers, they are less of a
concern for high-tech companies and investors who buy shares in them. Profits
for the 100 biggest companies in the Nasdaq composite index are expected to
rise more than 30 percent this year, according to First Call Corp., which
collates analysts' projections, and investors are increasingly abandoning
old-economy stocks for shares in these fast-growing technology issues. So far
this year, the Nasdaq composite is up nearly 13 percent, while the Dow Jones
industrial average has fallen more than 14 percent.
International Herald Tribune, February 26, 2000


US Politics


The Rusty Sound of Bush's Iron Triangle


Boy, sunshine and oxygen sure made a mess of the man of steel.

STILL reeling from his primary defeats in Michigan and Arizona, George W Bush
had retreated home to Austin, Texas, yesterday to discuss with his "iron
triangle" of advisers why his campaign had gone so badly wrong.

Even as he did so, Mr Bush was being criticised by some Republicans for
relying so heavily on three people who know everything about Texas politics
but have little experience of national campaigns. Karl Rove, chief campaign
strategist, Joe Allbaugh, campaign manager, and Karen Hughes, communications
director, have formed Mr Bush's inner circle since he first stood for
governor in Texas in 1994.

Mr Allbaugh has described the trio as "the brain, the brawn and the bite".
Together they form Mr Bush's alter ego. Whereas his rival, Senator John
McCain, is apt to direct his staff and go against their advice, Mr Bush
appears utterly reliant on his advisers' judgment.

This week, however, some were recommending that Mr Bush should be sacking his
team rather than asking them what his next move should be. Mr Rove, 48, in
particular, is under fire. He has been connected to the Texas governor's
family since he first worked for Mr Bush's father in 1973.

When they are not travelling together, Mr Bush speaks to him up to 20 times a
day and sometimes advises journalists to cut out the "middle man" and talk to
Mr Rove about policy issues. Mr Rove is believed to be the prime mover behind
the "under-the-radar" campaign warfare which Mr Bush has employed against Mr
McCain, a Vietnam veteran.

Although these tactics were effective in South Carolina, Mr Rove is being
blamed for a series of errors such as advising Mr Bush to speak at the
anti-Catholic Bob Jones University, which bans inter-racial relationships,
and spending $2 million in Mr McCain's home state of Arizona. Chris DePino,
chairman of the Connecticut Republican Party, said it was "stupid" for Mr
Bush to speak at the university. "It created an issue where none should
exist. We gift-wrapped it and sent it over to John McCain to use."

Miss Hughes, 42, is a former television reporter. She has a son of 12,
teaches at Sunday school and is an elder of her Presbyterian church in
Austin. Fiercely protective of Mr Bush, she is a looming presence at press
conferences and often interjects to explain a question or elaborate on the
governor's answer. Mr Allbaugh is the mediating force between Mr Rove and
Miss Hughes, who are both formidable characters. A huge man, he describes
himself as "the enforcer of the governor's will and the moderator of staff
egos".

Having relied on his inner circle for so long, Mr Bush seems unlikely to
resort to dismissals. A Washington lobbyist said: "George W Bush is a
creation of these people and going against what they say is almost
unthinkable. And let's face it, they're hardly going to recommend he fires
them."
The London Telegraph, February 26, 2000
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Aloha, He'Ping,
Om, Shalom, Salaam.
Em Hotep, Peace Be,
All My Relations.
Omnia Bona Bonis,
Adieu, Adios, Aloha.
Amen.
Roads End

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