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

To: Ramsey Su who wrote (8840)	2/27/2004 1:58:58 PM
From: mishedlo	Read Replies (2) \| Respond to of 110194

It appears that for most products, there is simply no pricing power. So added material costs are absorbed by lower profits, low labor costs and other means. If demand cannot be sustained, not only would we not have inflation, we may have deflation. I opine that may be a bigger train wreck than inflation, if I understand you correctly. Right now, we (US, Japan mainly) have used up every text book econ 101 stimulus. The race is on for developing countries such as China and India to fill a gap that the US economy is opening. I am not optimistic. Welcome to Mish's view of the world. It is a very small boat with Heinz and Tippet and myself, but we can squeeze you in. M