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

To: Robert Douglas who wrote (3415)	4/2/2004 10:55:12 AM
From: Haim R. Branisteanu	Read Replies (1) \| Respond to of 116555

he needs to sell stuff and make his commission - never trust sell side analysis

To: Robert Douglas who wrote (3415)	4/2/2004 11:17:48 AM
From: Robert Douglas	Respond to of 116555

From Bear Stearns: Gains in payrolls were relatively broad based in March as the one-month employment diffusion index rose to 61.0% (the highest since July 2000). While manufacturing payrolls were flat, this is still the first time that payrolls have not declined since July 2000. Arguably some of the 71,000 gain in construction payrolls represented a bounce back from February's 21,000 decline. However, adjusting for this and returning strikers, we judge the underlying payroll gain in March to be around 250,000.

To: Robert Douglas who wrote (3415)	4/4/2004 12:06:06 AM
From: Cogito Ergo Sum	Respond to of 116555

The modest returning strikers from California were they these 70,000 ? I ask also 'cause I was visiting California (LA) for March break and I kept hearing how everyone was relieved it was over.. Shopped @ Ralphs and Albertsons ibew.org The dispute directly involves 70,000 rank and file members of the UFCW employed at 900 stores in California who have been on strike (in the case of Safeway-owned Vons) or locked out (in the case of Kroger-owned Ralphs and Albertsons) since mid-October. While UFCW members picket the stores, the job action is hurting their bottom line: recent Safeway 2004 profit forecasts fall below most Wall Street expectations, and Albertsons reported a larger-than-expected 50 percent plunge in third-quarter profit, citing strike losses. Spots