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

To: rubed who wrote (12367)	4/21/2004 4:14:14 PM
From: SeaViewer	Respond to of 110194

AG and Feds already lost trust from big bond investors last year for his deflation talks. He is now trying to win them back.

To: rubed who wrote (12367)	4/21/2004 4:52:20 PM
From: russwinter	Respond to of 110194

If the PPI is properly reported, March will be a very bad month, both in terms of commodity inflation and preexisting pipeline pricing pressures. Plus there was an incredible amount of early stage input goods inflation already in the pipeline. If you go back and look at purchasing.com, March was "a hot" inflation month, constant price increases. Actually I'd be looking for some upward revisions too. April may be another story, as we've had the "commodities correction". Even so, you might still see some of the passthrough inflation that was already in place. I think April was the month it really showed up in the CPI. What the MoP actually reports is an altogther different question, except finally a lot of people are asking questions, and will try and pick them apart if it's too bogus. The press especially likes to cover this emerging inflation, fresh story and all. It's become an issue with their customers. I haven't heard the standard sleep at the switch analyst commentary on CNBC for awhile, I guess it's no long politically correct to act like inflation is a non-issue. The correspondents might actually call the analyst a fool if they did.