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

To: jimsioi who wrote (15302)	6/15/2004 5:21:40 PM
From: Knighty Tin	Respond to of 110194

CPI was very high, but core was low. So, for everyone who doesn't use food or energy, there is very little inflation. <G>

To: jimsioi who wrote (15302)	6/15/2004 10:51:54 PM
From: Jim Willie CB	Read Replies (1) \| Respond to of 110194

Fed made deal with the BOJ devil Fed: keep cap on LT rates BOJ: keep floor on USDollar I suspect the Fed helped the bond market in the last 2 days bigger mystery... on Monday horrendous trade gap news: April $48.3B but USDollar rallied hard against the JYen go figure, evidence is clear (see deal with devil above) agree with Qin as long as core CPI is low, all other inflationary pressure is really a wet blanket on the real economy in other words, production cost and household cost inflation is economically deflationary !!! what we have is core CPI reflecting real economy price inflation with food & energy reflecting inverse of profit margin and household discretionary budget potential make sense? got milk? show me some milf? / jim