Mish's Global Economic Trend Analysis Message Board

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

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To: sitkapacific who wrote (49964)	4/22/2006 5:18:22 PM
From: Steve Lokness	Read Replies (2) of 116555

Man, with oil at 75, you really think this could be an inflation headfake? Of course oil could turn around tomorrow, but if it doesn't, all those people who said it is different this time around and oil prices are no big deal, I think, are going to be on the wrong side. It just isn't oil - but across the board on commodity prices. Despite PPI numbers, I think inflation is now built in. What would stop it? .5 basis interest rate increase next opportunity. .........Could Treasury Yields be suggesting a weaker dollar instead of your suggestion? Steve

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