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Strategies & Market Trends : Mish's Global Economic Trend Analysis

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To: Tommaso who wrote (24109)2/22/2005 3:39:52 PM
From: mishedlo  Read Replies (1) of 116555
 
I expect American agricultural exports to increase and food prices to remain firm and rise somewhat.

Grains will depend on weather here and Brazil.
Unless there is bad weather or bean rust, not sure much of anything happens. We are in a short covering rally right now, but a big one.

I do not really know what gold and silver will do.
For that matter I am not sure what oil does.
I would expect industrial metals like copper and steel, especially the latter to take a big hit. Probably aluminum too.

Mish
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