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

To: Haim R. Branisteanu who wrote (9148)3/2/2004 11:07:33 AM
From: westpacific  Read Replies (1) | Respond to of 110194
 
Interesting that the large ISM spike in the past occured ahead of most recessions. THAT ISM number was a very negative sign and not a bullish indicator. ADD to that a PPI that has yet to be released due to massive inflation which Russ has been kind enough to keep us all up to date on - THANKS RUSS, great work you are doing........

The greater question is can they keep up this charade ahead of the Bush re-election effort, keep printing them there dollars.......



To: Haim R. Branisteanu who wrote (9148)3/2/2004 11:10:47 AM
From: Jim Willie CB  Respond to of 110194
 
US$ enjoying a nearterm bounce off 85, nothing more
it will be over in 2-6 weeks, closer to 2 imho

agreed completely on housing bubble and US$
we have some backward effects now with extreme central bank intervention

when the housing bubble gives off gas,
when the economy slows,
when the retail spending slows,
the dollar support will falter,
and interest rates will rise (perversely and surprisingly)

the jyen is still moving down, now under 91
/ jim


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