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

To: yard_man who wrote (3033)12/9/2003 12:13:29 PM
From: Haim R. Branisteanu  Read Replies (1) | Respond to of 110194
 
tippet, we are recovering from a depression in the US manufacturing sector and recession in the agricultural sector which will generate some new capital spending.

We will have a slowdown in the service sector IMHO



To: yard_man who wrote (3033)12/9/2003 12:25:02 PM
From: zonder  Read Replies (2) | Respond to of 110194
 
what is the trend for capacity utilization??

Quarterly averages

1Q2002 75.5%
2Q2002 75.9%
3Q2002 75.9%
4Q2002 75.2%
1Q2003 75.1%
2Q2003 74.1%
3Q2003 74.7%
4Q2003E 75.4%
1Q2004E 76.0%
2Q2004E 76.7%
3Q2004E 77.4%
4Q2004E 78.1%


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