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-----

A Visit to the Vulgar Masses


Clinton a Rousing Success in Russia


"Bill, drop your trousers and show us what a sex boss you are."

HIS folksy tone would have gone down a treat back home in Arkansas but
President Clinton's powers of persuasion were clearly unequal to the task of
charming the Duma yesterday.
Short of preaching the merits of gun control to America's National Rifle
Association, Mr Clinton could not have faced a more hostile audience than
that confronting him in the Russian parliament. His invitation to the
deputies to visit the United States aroused only sniggers. Even the most
sentimental flourishes, among them a rousing finale about his total of seven
visits to Russia, failed to touch their hearts.

"All my life I have wanted the people of my country and the people of your
country to be friends and allies, to lead the world away from war towards the
dreams of children," he said as he wrapped up his speech.

At least the forecast scenes of publicity-seeking by the parliament's wild
men never materialised, not inside the debating chamber anyway, despite the
many brawls it has seen over the years. During the speech the deputies who
bothered to turn up - there were many empty seats - calmly read the papers or
stared at their watches. A feeble ripple of applause greeted its conclusion.
Even that was too much for Vladimir Zhirinovsky, the ultra-nationalist who is
now a deputy Speaker of the Duma. The chamber had been packed with
"bureaucrats, cleaners and security guards", he complained later. "It was
only 20 per cent deputies and 80 per cent vulgar masses.
They were told to clap when he came in and at the speech's beginning and end.
Clinton will think that he was warmly received by the deputies. But he
wasn't."

The real action was in the corridors.The President was ambushed by a woman
shouting: "Bill, drop your trousers and show us what a sex boss you are."
The London Telegraph, June 6, 2000


The Looming Crisis


BIS Warns Over US Stocks, Dollar


Quit pumping money into the stock market, it says to Fed.

The global economy faces the risk of a hard landing with US stock markets and
the dollar dropping sharply in tandem, the Bank for International
Settlements, the international organisation of central banks, warned on
Monday.

Recent volatility in currencies and equities, and the lack of liquidity in
some financial markets, meant the market reaction to such a downturn posed a
further risk, the BIS said in its annual report.

Emphasising the uncertainties of the current global situation, the BIS said
the imbalance between rapid growth in the US and slower growth elsewhere
would have to be corrected, and that large movements in exchange rates were
likely to follow.

"The rate of expansion of domestic demand in the United States is
unsustainable and potentially inflationary, and a similar if less extreme
state of affairs prevails in some of the other English-speaking countries,"
the BIS said.

In a pointed warning of the risks of complacency, the BIS compared the US to
Japan in the late 1980s, with a combination of high productivity growth, low
inflation and soaring asset markets, which ended in a collapse in asset
markets and a prolonged recession. Present stock market valuations were
unlikely to be sustainable in the long term, it said.

"The Federal Reserve's rate cuts in late 1998, needed to stabilise fixed
income markets, may have encouraged the stock market to rally at the same
time," the BIS said. It warned that, if the inflationary threat in the US
remained, the Federal Reserve should keep raising interest rates even if
stock markets slumped - avoiding any suspicion that it was bailing out
investors who had been caught out.

"Were monetary policy to back off at the first signs of declining equity
prices, the risks of moral hazard would be great," the BIS said. "Misguided
investors should be allowed to pay the price, and quickly, so that capacity
can be reduced and longer-term profitability rapidly restored."

Andrew Crockett, the general manager of the BIS, said that although banks
were better prepared for financial market turmoil than in earlier years, the
recent high volatility in the equity and currency markets was likely to
continue. "The market-making activities of some institutions and the
liquidity of many markets are not as good as before," he said. "The ability
to absorb changes in supply and demand in the markets is not there."

The drying-up of government borrowing was also creating difficulties for bond
investors, with liquidity problems fragmenting government bond markets, the
BIS said.

The BIS also criticised emerging market countries who had failed to push
ahead with reform in their economies and banking systems, and which were
loosening monetary policy by intervening to stop their currencies rising.
"There is a risk of re-establishing the fixed exchange rate mentality which
contributed to the Asian financial crisis," said William White, the BIS's
economic adviser.

The annual report said the Japanese government should maintain its fiscal
stimulus to the economy. But it suggested switching the expenditure from
public investment to the country's "underdeveloped" social safety net.
The Financial Times, June 6, 2000
-----
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Om, Shalom, Salaam.
Em Hotep, Peace Be,
All My Relations.
Omnia Bona Bonis,
Adieu, Adios, Aloha.
Amen.
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