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: ild who wrote (8819)	2/27/2004 11:51:10 AM
From: Jim Willie CB	of 110194

because it is cost inflation without final demand pricing i.e. profit squeeze which slows the economy until China raises final product prices, this wil continue but I believe China is soon to do just that WalMart is the early warning signal, and they have begun we all are comfortable calling higher energy costs an "economic tax" which slows the economy the same is true for copper, steel, lumber, soybeans, eggs we live in extraordinary times, where all major central banks are encouraging bond speculation, extreme leverage, Asian subsidies of the US Economy, etc such a climate is nowhere conducive to higher rates not yet, but they are coming they are coming with a shitstorm I SHUDDER WHEN I THINK OF WHAT IS COMING STARTING ABOUT LATE SUMMER/AUTUMN 2004 ENDING ABOUT 2007-2008 / jim

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