[Benjamin]

Beim Dollar-Index sehe ich nicht mehr so viel Potential, siehe Chart.

Termin: Freitag, 07.05.2004, Uhrzeit: 14:30 (MEZ) Veröffentlichung der Zahl der Beschäftigten ohne Landwirtschaft (Nonfarm Payrolls) für April 2004. Das sind noch knapp 3 Wochen bis dahin!

Inflation scheint derzeit noch kein verbreitetes Phänomen zu sein, siehe unten. Wenn Inflation tendentiell steigen sollte UND wenn die Fed die Zinsen gemäß Grenspan-Rede am Mittwoch wohl nicht im Sommer erhöhen wird, dann sollte man jetzt schleunigst wieder Gold kaufen, denn in dem Falle sollte es deutlich nach oben gehen beim Gold und beim Euro.

Aktueller Artikel:
Economists acknowledge that a surge in prices for commodities - everything from oil to steel to wood - is putting upward pressure on inflation. A recovering economy is also giving companies somewhat more latitude to try to raise the prices they charge consumers.

Yet competition from low-wage producers abroad, combined with generally stagnant wages in the United States, has convinced many economists that inflation is not about to catch fire.

"It looks like they have a little more flexibility to raise prices," said Ed McKelvey, an economist at Goldman Sachs, said of U.S. businesses. "But we should not discard the idea that international competition will restrain price rises."

To a large degree, the March inflation bump was driven by special circumstances. Energy prices surged by a seasonally adjusted 1.9 percent from February to March, led by a 5.5 percent rise in the average price of gasoline.

[...] More typical is the broad range of manufactured goods in which prices have fallen or remained flat.
[...]To find real price increases typically means looking at the service sector and providers like the Memorial Sloan-Kettering Cancer Center in New York City, which sell vital services and face no foreign competition.