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

To: Haim R. Branisteanu who wrote (5116)	4/27/2004 11:55:10 AM
From: russwinter	Respond to of 116555

Well, I think the notion that these rising input goods prices can't be passed on to the consumer is being proven completely bogus, complete Land Of Oz claptrap. So I'd say you've had a 10% annualized input goods inflation, now slowing a bit because of the "dollar rally", but being quickly and aggressively passed through to the consumer: maybe 5% CPI. Every day the fed funds stays at one percent or even two percent, this inflation will just move higher. If the USD slips meaningfully from here, I think you could add 2-7% to all these figures. This expresses my view perfectly: Message 20067093