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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: mishedlo who wrote (19506)10/7/2004 7:49:36 AM
From: russwinter  Read Replies (3) of 110194
 
<What does this tell you Russ?>

Many of these inputs goods prices are up 10%, 20%, 30%, or more this year. It appears as if there is another spike is now underway too. It would be nearly impossible to pass all this on to consumers, and I have never claimed they could. Some prices are being passed on, but lots of goods manufacturers are now being squeezed. I think it is especially acute in Asia, they just aren't making money. Inflation is rather indiscriminate about it's victims, which is why I've always felt just focusing on finished goods (or end consumer) prices is a huge mistake.
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