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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: russwinter who wrote (6615)1/31/2004 6:02:57 PM
From: yard_man  Read Replies (1) of 110194
 
inflation in some inputs is undeniable. dont' need to argue that -- and as I said Hoisington appears to be a one track outfit -- i.e. bonds, bonds, bonds <g>

Still, I don't think you can dismiss the output gap as fiction -- or claim that all the capacity being counted as idle is obsolete.

The first pt, I need to read to understand -- if it somehow posits that low inventory or jit mfring should result in higher prices than would be implied by excess capacity, then I say it is a short-run effect which will be corrected.

I heard a piece last night on the multi-fiber agreement regarding textile products -- apparently the phasing out of the agreement will allow larger numbers of players into the market. I would expect prices for apparel will drop as a result. That will be one to follow.
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