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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: patron_anejo_por_favor who wrote (353)	2/20/2004 4:37:22 PM
From: mishedlo	Respond to of 116555

As long as the PPI is bad, it will stay on hold. M

To: patron_anejo_por_favor who wrote (353)	2/20/2004 4:43:15 PM
From: mishedlo	Read Replies (2) \| Respond to of 116555

Very...and if the PPI is as bad as I think it will be, it will accelerate as the likelihood of rate hikes increase. Heresy my friend heresy! Easy al aint hiking until we see jobs and wage inflation IMO. Why is it so hard to stay focused on that simple thought? Then extrapolate and you see there will be no jobs or wage inflation and you come to the proper conclusion: no hikes. How the market MIGHT react to that PPI, if it COULD react to that PPI is another story! ggg But in the end it would be yet another buying op for Eurodollar fans. It's really odd here that THE contrarian play is simply to believe Greenspan is going to do exactly what he is telling everyone he will do: not hike! Quite amazing really. M