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

To: ild who wrote (52952)	2/7/2006 2:58:43 PM
From: Ramsey Su	Read Replies (1) \| Respond to of 110194

startribune.com easy solution for home sellers. must read. <ggggg>

To: ild who wrote (52952)	2/7/2006 3:12:25 PM
From: yard_man	Respond to of 110194

I think zinc makes his point rather well ...

To: ild who wrote (52952)	2/7/2006 3:40:27 PM
From: yard_man	Read Replies (1) \| Respond to of 110194

I think wage growth is de-minimis when you consider the across the board cut in bennies -- e.g. healthcare. Those wage numbers are probably about as good as ... GDP numbers. Re his thesis about how the fed is thinking ... perhaps. Does it matter what they think? They will not take away the liquidity pump while raising rates ... I guess all he is saying is: Going to take a whopping lot more raise before folks cut back consumption of the commodities like oil and nat gas -- I think the "as a percent of PCE" graphs understate the impact. From my own personal POV -- I've seen higher percentage rises and it has had a marked effect on my consumption already. A crash looms -- I don't know when -- housing will impact consumption. Or maybe I'm wrong and the Fed does have magic??