In addition, we see 

a) the "hysteresis effect" (which came to the fore in the 1980s). When
the dollar goes up, factories are shuttered. When it falls, it's often
very hard to re-open them.

b) a falling dollar means that imported raw materials become more
expensive, which undermines the effect of depreciation on
competitiveness in product markets.

I think that the constancy of the Yuan is the most crucial part, though.

Jim Devine 

> -----Original Message-----
> From: PEN-L list [mailto:[EMAIL PROTECTED] On Behalf Of
> Eubulides
> 
> http://news.ft.com/cms/s/6b2db674-9a53-11d9-a094-00000e2511c8.html
> US exporters fail to reap benefits of lower dollar
> By Christopher Swann in Washington
> Published: March 21 2005 21:54 | Last updated: March 21 2005 21:54
> 
> When the US dollar reached its peak three years ago Kendig Kneen,
> whose Indiana-based business makes car crushers and landfill
> equipment, all but abandoned foreign sales.
> 
> Now after a 30 per cent fall in the currency, Kendig is once again
> expanding overseas. "The noose of the strong dollar has been removed
> from our neck," he says. "But it is still far from comfortable out
> there."
> 
> Many economists are equally ambivalent about the performance of US
> exports over the past year. Despite the dollar's slide, US companies
> are still losing market share and appear to be finding some export
> markets an uphill struggle. Last year total world imports excluding
> the US rose 11.3 per cent while US exports rose by just 8.5 per cent
> in real terms.

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