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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: mishedlo who wrote (2306)11/18/2003 10:39:57 AM
From: Jim Willie CB  Respond to of 110194
 
it is my belief that CPI was doctored
they have been open about "one-time effect" being removed
that is a new pernicious deception being perpetrated

I fully expect to see evidence soon that certain commodity price rises were softened in order to remove events like the MadCow beef effect, the Chinese soybean heavy purchases, etc

despite this doctoring of CPI, I believe it is rising at a slower rate than the PPI

we have rising PPI but calm CPI
this is the start of shrinking profit margins
/ jim