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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 (5020)	1/14/2004 9:07:32 AM
From: Wyätt Gwyön	Read Replies (5) \| Respond to of 110194

trade deficit beats the number. cheaper US pesos finally making a difference, or just an aberration? is the anti-USD bubble starting to unwind or begin a serious correction?

To: mishedlo who wrote (5020)	1/14/2004 9:10:24 AM
From: russwinter	Read Replies (1) \| Respond to of 110194

This PPI report is EXACTLY the BS I've been alluding to. biz.yahoo.com Food and energy should not be excluded and dismissed, as "volatile". It's not volatile, in fact it's just going to get worse. Nor is it "benign", as it makes up 17-18% of consumer spending, and I submit that number is going higher. One percent FF and easy money in a 3-4% PPI environment, just hyperstimulates even more global demand for F & E too. So one percent interest rates will work in a perverse way, by creating inflation in food, energy, input items, which in turn will cause the consumer to divert spending away from all the other consumer, service, and durable areas that the Fed is trying to stimulate. That's ironic justice IMO. The great trade for 2004, is playing how offside the markets are on this.