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

To: russwinter who wrote (1302)	3/5/2004 2:14:53 PM
From: mishedlo	Respond to of 116555

Finally I got you to post over here. ggg I said before and I will say it again. A slowdown in China is coming. Rate hikes or not. Things just do not reverse on a dime. When China slows, commodities will slow. Oil may not because of geopolitical reasons (instability, terrorism etc), but I would expect stuff like copper and steel to start slowing big time. We will see. In the meantime, Treasury yields made a huge new low for the move. Treasuries see the slowdown coming IMO. This market, economy, and everything else is on its last gasp here whether or not they hike. I will now make a bold prediction since jobs were stunningly poor today. The next move by the FED will be a CUT (timing uncertain). Europe cuts within two months. Mish