The Epic American Credit and Bond Bubble Laboratory Message Board

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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: mishedlo who wrote (8660)	2/25/2004 8:33:31 PM
From: russwinter	Read Replies (2) of 110194

Fed funds market now sees very low odds of even a 25 bps increase until August, 2004. trendmacro.com That's pretty optimistic considering we will be completely out of copper about April 29th, and nickel well before that. Let's see soybeans? Maybe about eleven bucks. Oil, who knows, $40 plus? Inflation rate will be in double digits by August,and we should be about three or four months into a monetary meltdown. The Feb PPI if it's ever announced should be market moving and so should the March CPI and PPI (if ever used again). The March 5 labor number is going to be a high reading IMO: W&S is 102,505 vs 100,520 for the month through today, that's up 2%, a marked improvement over anything that went on throughout 03.

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