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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 (8646)	7/2/2004 2:30:55 PM
From: mishedlo	Read Replies (1) \| Respond to of 116555

Jobwatch I sent the following to Brain Reynolds at Minyanville for comment jobwatch.org This summarizes graphically why I think your bond/equity model viewpoint might be on the verge of a breakdown. Stocks and bonds and assets all rose together last year. Earlier this year they all fell together. Now for the first time perhaps the FED is in a complete box and outright deflation or stagflation is coming. 2 days do not a trend make but IMO we are finally seeing more normal market action. Stocks and bonds moving in opposite directions. PS. By bonds, I mean treasuries. I would appreciate your thoughts on this and have to give you 100% credit for the length of time you have been correct. ===================================== At some point consumers will throw in the towell and it will be over jobs or housing or both. Jobs look poor to me as do wages. The bond markets and stock markets are finally showing that what is good for one, may not be good for the other. How many jobs will we lose if housing slows? Mike Shedlock