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

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To: Jim Willie CB who wrote (11403)4/6/2004 11:35:56 AM
From: mishedlo  Read Replies (2) of 110194
 
agreed, jobs report was exaggerated, but inflationary signals are widespread and worsening

Some are worsening and some are not.
Copper and oil and unleaded gas futures have all dropped quite a bit. Natural gas as well.

I agree with Andy Xie that China WILL slow. That will take pressure off tons of stuff. Just takes time.

Mish
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