December 4, 2005

US deficit

The soon to retire Greenspan reissued an old warning:

“If . . . the pernicious drift towards fiscal instability in the United States and elsewhere is not arrested, and is compounded by a protectionist reversal of globalisation, the adjustment process could be quite painful for the global economy”.
What this means to me is that the US needs to take action to reduce its $668 billion current account deficit. Otherwise, the long term outlook for the US economy and US stocks remains a bit cloudy.

Posted by James Trotta at December 4, 2005 4:59 PM
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