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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: BEEF JERKEY who wrote (9543)3/5/2004 9:45:20 PM
From: mishedlo  Read Replies (1) of 110194
 
A major ongoing spike in inflation would be seen in the PPI first.

While it would be seen there first, a spike in the PPI does not mean it is coming. We have already seen a spike in the PPI and cars and PC and junk are saying "so FN what".

It has been very very difficult to pass those costs on.
Do you think it will be easier to pass those costs on when employment is falling off a cliff? Note: It absolutely 100% no doubt about it fell off a cliff today. Participation rate was lower, 21,000 jobs produced and ALL of them govt jobs, AND prior months revised lower which menas in real terms we lost 250,000 jobs more or less.

Do not fall into the trainwreck trap of viewing things ONLY in terms of the PPI. The PPI is one indicator, and nowhere near the most important one IMO. Not even close.

Mish
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