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TELCON Arthur Burns/Kissinger 2:15 p. m. 11/26/71 K: I am returning your call. B: I wanted to check with you a couple of things. Have you seen the CIA report on the new economic policy and foreign reaction to it? K: No. B: It came out a few days ago. I wanted to be sure you saw it and read it and brief the President on it. K: I will get it. B: It's a very effective docement and **** deals with the international monetary problem. K: I am NX in the problem. I have 8 me to the ? ? ? ? ? ?. Your professor is the problem. B: He works in Labor and knows nothing about finance and to go into this is shocking. K: I basically agree with you. I think he was a little helpful the other day. At that point on 2-3 other occasions and everytime we get Connally at the point, Shultz comes in and then Connallys' competitive instincts come into it. B: I was only recently aware of it. I didn't know Sholtz was in it. K: I didn't either. B: I think we have progress. K: I do too. who is no. 2 in B: I had another call from ther Germans today. Henninger/XXXXXXXXXXX He talked about the whole business. They are heading into a recession and central bank has to lower interests rates so as not to have too much unem- ployment. When they do that the biggest companies ? ? ? ? ? ? ? will repay their dollar loan. Then the dollar is up and the Mark will be down. They have to do this. Can't hold off more than 2-3 weeks. After that the Germans Mark which is down to 104, it will be difficult for them to reach a percentage of which they are willing to do. K: The Germans will do it lower 6%. I don't know economics but I know politics of it. I have talked with a lot of people and these are realities. George1

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    "ocrText": "TELCON\nArthur Burns/Kissinger\n2:15 p. m.\n11/26/71\nK: I am returning your call.\nB: I wanted to check with you a couple of things. Have you seen the CIA\nreport on the new economic policy and foreign reaction to it?\nK: No.\nB: It came out a few days ago. I wanted to be sure you saw it and read it and\nbrief the President on it.\nK: I will get it.\nB: It's a very effective docement and **** deals with the international monetary\nproblem.\nK: I am NX in the problem. I have 8 me to the ? ? ? ? ? ?. Your professor\nis the problem.\nB: He works in Labor and knows nothing about finance and to go into this is\nshocking.\nK: I basically agree with you. I think he was a little helpful the other day.\nAt that point on 2-3 other occasions and everytime we get Connally at the\npoint, Shultz comes in and then Connallys' competitive instincts come into it.\nB: I was only recently aware of it. I didn't know Sholtz was in it.\nK: I didn't either.\nB: I think we have progress.\nK: I do too.\nwho is no. 2 in\nB: I had another call from ther Germans today. Henninger/XXXXXXXXXXX\nHe talked about the whole business. They are heading into a recession and\ncentral bank has to lower interests rates so as not to have too much unem-\nployment. When they do that the biggest companies ? ? ? ? ? ? ? will\nrepay their dollar loan. Then the dollar is up and the Mark will be down.\nThey have to do this. Can't hold off more than 2-3 weeks. After that the\nGermans Mark which is down to 104, it will be difficult for them to reach\na percentage of\nwhich they are willing to do.\nK: The Germans will do it lower 6%. I don't know economics but I know\npolitics of it. I have talked with a lot of people and these are realities. George1"
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