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Re: Article in THE ECONOMIST by Davidson




According to Mr Davidson, the world cannot risk America stopping.
America's external deficit means an extra $500 billion is going into
circulation in the world economy each year. If America reined in its
current account, international commerce would suffer a liquidity crunch,
as it did periodically under the gold standard. Hence America's deficit is
neither a "meaningless concept" nor a lamentable drain on world savings.
It is an indispensable fount of liquidity for world trade.

Reminds one of the words of a previous U.S. Treasury Secretary (John Connally): "It's our currency but it's your problem."

-----Ben




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