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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 (9077)3/1/2004 4:53:09 PM
From: russwinter  Respond to of 110194
 
<I would not even call it anything but a "green" flag here..

Perhaps, but the day's outcome was one of the biggest moves yet on the commodity, input goods side, NOT a desired outcome IMO.



To: mishedlo who wrote (9077)3/1/2004 6:33:25 PM
From: Jim Willie CB  Respond to of 110194
 
been saying for months now
the new "spread" to watch is ...

PPI minus CPI
PPI rising fast
CPI flat as a brick

later this year, I expect both to rise
but PPI to rise faster than the CPI

it is the indicator of profit squeeze
/ jim