>>It's quite possible that the value of the
dollar is currently too high given the level of
US power. But we can't know for sure. 

Jim <<

By many measures, it is easy argue that the
dollar is undervalued against the euro and the
yen, enabling the US to export deflation to those
economies. OTOH, if you believe the value of a
currency (even the dollar, which is no ordinary
currency) is a function of things like trade
deficits, the dollar should be cheaper than it
is. But then European and E. Asian investment in
the US then finances the trade deficits by
parking money in the US even as these investments
lose money in the US because the dollar declines.

C Jannuzi


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