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

To: mishedlo who wrote (47482)	2/28/2006 6:48:55 PM
From: regli	Respond to of 116555

Good analysis, Mish.

To: mishedlo who wrote (47482)	2/28/2006 6:49:51 PM
From: benwood	Respond to of 116555

In terms of January '05 versus January '06, however, the PMI applications declined just 8.4%, which is the more meaningful number to me. I suspect that -8.4% yoy decline was mitigated, however, by the warmest January ever recorded, and so February and March might show the underlying weakness to be much greater than "just" -8.4%.

To: mishedlo who wrote (47482)	3/1/2006 10:02:57 AM
From: Perspective	Read Replies (8) \| Respond to of 116555

PPI vs SP500: you might be interested in this Mish. Of course you may already have seen it before: Message 22215653 Then I answered my own question. The last time the two moved in lock step for any significant duration was the twelve-year period 1929-1941, including one very notable intermediate term 1932-36 where they both corrected upward together. Right-shift 70 years and things look pretty similar... finance.yahoo.com economagic.com Economagic link isn't working properly - rescale to 1920-50 for better comparison. BC