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

To: ild who wrote (1820)3/11/2004 3:40:58 PM
From: mishedlo  Read Replies (1) | Respond to of 116555
 
2:08pm 03/11/04 EVANS: U.S. ECONOMY IS VERY, VERY STRONG RIGHT NOW
2:07pm 03/11/04 EVANS: JOB TRENDS ARE ENCOURAGING
2:07pm 03/11/04 EVANS: 5.6% UNEMPLOYMENT IS LOW
2:04pm 03/11/04 EVANS: WE'LL MAKE SURE WE HAVE THE RIGHT PERSON
2:04pm 03/11/04 EVANS ON CNBC: NO COMMENT ON RAIMONDO FOR CZAR JOB
2:04pm 03/11/04 EVANS: LOOKING AT CANDIDATES FOR MANUF. JOB



To: ild who wrote (1820)3/11/2004 3:56:53 PM
From: mishedlo  Respond to of 116555
 
oil sands
businessedge.ca



To: ild who wrote (1820)3/11/2004 4:01:07 PM
From: mishedlo  Read Replies (1) | Respond to of 116555
 
I will believe higher prices when I see them.
I do recall WMT saing "some" costs will be raised. but lets see how many and how far.

I doubt it it more than 1/2%.
In light of PPI that is NOTHING.
A genuine price/cost squeeze is on.

Mish


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