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

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To: russwinter who wrote (26016)	2/8/2005 11:13:10 AM
From: J_Locke	Read Replies (1) of 110194

Russ, what data are you looking at that makes you think there's an economic slowdown underway? My impression is that there was an autumn slowdown, but the economy has re-accelerated. Retail sales were stronger in Dec. and Jan., as were auto sales. First time unemployment claims are trending lower. Demand for corporate credit is rising. Tax collections are up. Some of the more speculative housing markets have clearly topped, but that has as much to do with how overextended prices are as any changes in interest rate policy. I'm as bearish as they come, but I'm just not seeing data that leads me to believe that the economy is nearing the cliff, much less has gone off the edge.

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