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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 (6767)	2/2/2004 7:20:06 PM
From: Jim Willie CB	Respond to of 110194

it is hard to weigh priorities of US$ against your list of jobs, wage growth, housing, etc if the US$ continues at this rate downhill, Asian credit supply will soon be threatened that is why I think we may see some rate hikes, followed by some rate cuts, then hikes again, then cuts again, until we stabilize I DO NOT EXPECT ANY STABILITY TO COME unsure that slower growth will stem the commodity price hikes though not as long as the Fed monetary press continues to pump what we have is the Fed pumping, and banks extending credits, the results of which lead to Asian surpluses the surpluses are then used to demand commodities whether SAmerican copper or US food or Canadian gas or MidEast oil what few realize is that our US money press is feeding the commodity price demand just like Puplava predicted two years ago I dont think a slower economy will take care of anything on the commodity price issue the best proof that the USEconomy is not growing shit, is that the Fed will not raise rates no job growth steady loss of mfg jobs I return to my other point the Fed reflation program is accelerating the job outsourcing, by increasing costs of production across the board slow the Fed monetary expansion, and it all falls apart continue the Fed expansion, and the cost equation screws us while jobs continue the exodus NO WAY OUT / jim