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Comments on: Do US rates need to fall again? http://www.tvhe.co.nz/2007/11/21/do-us-rates-need-to-fall-again/ The Visible Hand in Economics Wed, 21 Nov 2007 23:26:08 +0000 hourly 1 https://wordpress.org/?v=6.9.4 By: a;jghe;ohg « Knowledge is Power! http://www.tvhe.co.nz/2007/11/21/do-us-rates-need-to-fall-again/#comment-499 Wed, 21 Nov 2007 23:26:08 +0000 http://tvhe.wordpress.com/2007/11/21/do-us-rates-need-to-fall-again/#comment-499 […] the comments Kimble had a great point “long term estimates of the level of the dollar can be heavily […]

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By: Higher interest rates - stronger currency? « The visible hand in economics http://www.tvhe.co.nz/2007/11/21/do-us-rates-need-to-fall-again/#comment-501 Wed, 21 Nov 2007 20:39:07 +0000 http://tvhe.wordpress.com/2007/11/21/do-us-rates-need-to-fall-again/#comment-501 […] interest rates – stronger currency? In the comments Kimble had a great point “long term estimates of the level of the dollar can be heavily […]

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By: Matt Nolan http://www.tvhe.co.nz/2007/11/21/do-us-rates-need-to-fall-again/#comment-500 Wed, 21 Nov 2007 00:33:31 +0000 http://tvhe.wordpress.com/2007/11/21/do-us-rates-need-to-fall-again/#comment-500 “long term estimates of the level of the dollar can be heavily influenced by the current level”

🙂 Bloody economists. They go on about the short-run then their estimates fly around everywhere. I agree that fluctuations can have a disproportionate impact on what people see as the medium term level of the exchange rate, but the long-term level should be based on fundamentals.

For example, the $NZ/$US should be about 0.65 in my mind if the long term interest rate differential and the higher food prices hold up (structural issues). However, in the medium term (next 3 years say) I can see us staying in the 70s.

I agree that ex-US labour is cheaper. But ex-US labour will still be cheaper for a while, the trend of increasing outsourcing will continue irrespective of the exchange rate methinks. I agree that there are systems in place, but like you were saying ex-US labour is cheaper, so firms would be using that if there wasn’t capacity bottlenecks in the way, that is where continued infrastructural investment will be required.

As a result, the change in the exchange rate should not matter, as overseas labour is currently significantly cheaper, even at this low rate of the dollar. Outsourcing will only increase if US companies can manage to increase there facilities overseas – this will depend on credit markets.

I expect outsourcing to happen, it part of globalisation. If we had freer international labour markets, more of the labour might move to the US, rather than the current state of heavy offshore investment. There is nothing wrong with outsourcing. Workers in developed nations have had a monopoly position on specific jobs for a long time, and no-one likes monopolies.

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By: Kimble http://www.tvhe.co.nz/2007/11/21/do-us-rates-need-to-fall-again/#comment-504 Wed, 21 Nov 2007 00:04:45 +0000 http://tvhe.wordpress.com/2007/11/21/do-us-rates-need-to-fall-again/#comment-504 Mmmm, I reckon the long term estimates of the level of the dollar can be heavily influenced by the current level.

Still, ex-US labour is still cheap even at the dollars record lows, but as the dollar increases the number of firms now viewing it as a sellable strategy to The Board would increase.

Also, most of the costs usually born by the first movers in outsourcing would have been covered already. (As more companies do it, the easier it is for companies following them.) Systems have been set up in China and India to specifically train people to be out-sourced workers.

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By: Matt Nolan http://www.tvhe.co.nz/2007/11/21/do-us-rates-need-to-fall-again/#comment-503 Tue, 20 Nov 2007 23:40:48 +0000 http://tvhe.wordpress.com/2007/11/21/do-us-rates-need-to-fall-again/#comment-503 I see outsourcing more as a long-term activity by firms than a short-term activity. In order to receive the same labour input from a different place in the world requires significant capital investment, its not something firms can suddenly do because of the value of the dollar. As a result, the decision on outsourcing will depend on what firms see the long-term value of the dollar as. If this is just a temporary devaluation in the US dollar then firms will look past it for these sorts of long-term decisions.

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By: Kimble http://www.tvhe.co.nz/2007/11/21/do-us-rates-need-to-fall-again/#comment-502 Tue, 20 Nov 2007 23:34:33 +0000 http://tvhe.wordpress.com/2007/11/21/do-us-rates-need-to-fall-again/#comment-502 The falling dollar makes domestic labour appear cheaper, yet we have seen a period of massive growth in out-sourcing. Once the dollar starts to rise, wouldnt outsourcing increase even more?

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