On 3/1/07, paul phillips <[EMAIL PROTECTED]> wrote:
 Since a lot of the upper income group (professionals in particular) and
increasingly, middle income earners,  have their retirement savings in RRSPs
(in Canada) and I believe 401s in the US, would not a significant drop in
the stock market be expected to have a wealth effect on consumption,
particularly on 'luxury' home purchase which might carry mortgage
obligations into retirement?

right. But these shifts are not the kind I was writing about (the
transitory changes in the SM). It's only persistent declines or
persistent stagnation of SM prices that have the wealth effect. This
is reinforced to the extent that stock-owners are leveraged, either in
the "Market" or in house ownership.
--
Jim Devine / "The truth is more important than the facts." -- Frank Lloyd Wright

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