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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 (9028)3/1/2004 9:47:15 AM
From: russwinter  Read Replies (1) | Respond to of 110194
 
<In China-Time that is 1-3 years away>

In Train Wreck time that's 1-3 months away.

Too many people in time warp, apparently?



To: mishedlo who wrote (9028)3/1/2004 10:16:47 AM
From: russwinter  Read Replies (2) | Respond to of 110194
 
ISM report has all the earmarks of an inflationary Train Wreck:
Prices : 81.5, increasing, rate of change: faster
employment: 56.3, increasing faster

Bottlenecks:
customers' inventories: 38.5 too low, slower
supplier deliveries: 62.1 slowing, faster
new export orders: 54.9 growing, but slower
imports: 60.2 growing, faster

ism.ws