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

To: mishedlo who wrote (44737)	11/3/2005 9:48:29 PM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 110194

so Mish, exactly how are the following deflationary? from the latest ISM report, via CI: * "We are seeing an increase in the number of chemical products being placed on allocation and order control." (Chemicals) * "Concern over the price of oil and its effect on the future prices of commodities. Existing inventories are being depleted and we are seeing some significant price increases in some commodities." (Electronic Components & Equipment) * "New business (signed contracts) is sluggish. Quoting activity is high." (Industrial & Commercial Equipment & Computers) * "Most price increase letters I have ever seen." (Instruments & Photographic Equipment) * "Refrigerated freight a significant issue - unable to find available trucks. Sugar prices are skyrocketing." (Food) Commodities Up in Price Alcohol; Aluminum (3); Aluminum Extrusions; Butadiene; Caustic Soda (18); Chemicals (21); Copper (5); Copper Products; Diesel Fuel (14); Electric Components; Electricity; Energy (9); Freight (2); Fuel Oil (2); Fuel Surcharges (4); Gasoline (4); High Density Polyethylene; Natural Gas (39); Oil (6); Paper; Plastics (15); Plastic Resins (9); Polyethylene; Polyethylene Film; Polypropylene; PVC; Resins (4); Specialty Chemicals; Steel (25); Sugar; and Transportation (2). Commodities Down in Price Nickel. (The numbers after each item represent the number of months the commodity has been listed in the category.)