>In a separate letter released Thursday, Bernanke told  Rep. Harold Ford,
D-Tenn., a reversal of these capital flows away from the  United States, were it
to occur, would not necessarily harm the U.S.  economy.

>"Should such a development occur, it might be associated with a  decline in
the value of the dollar and a narrowing of the U.S. trade deficit,"  Bernanke
said in the March 21 letter.

>But he added: "Neither of these  events would be likely to threaten U.S.
growth or boost inflation and interest  rates to a worrisome extent."<

he's right, if (and only if) the fall in the dollar's value is mild.
If it's sudden, all bets are off.

It should be mentioned that a small and mild fall in the dollar won't
help the US trade deficit much. In fact, given the "J curve" effect,
the deficit might well get worse.

On 3/25/06, Sandwichman <[EMAIL PROTECTED]> wrote:
> Mon dieu! A General Glut! What would Jean-Baptiste say?

it's interesting: the establishment  macro economists have been
becoming more Keynesian during the last few decades.

--
Jim Devine / "There can be no real individual freedom in the presence
of economic insecurity." -- Chester Bowles

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