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

To: Tommaso who wrote (90528)	1/16/2008 1:55:10 PM
From: Archie Meeties	Respond to of 110194

Today: Confirmation that the oil/USD trade can work in reverse as well. After the release of inventory data crude tanked and immediately thereafter the dollar put in a huge rally. Same forces that led to crude/usd feed forward trades will also go into reverse if energy continues to sell. BTW Tommaso, future inflation expectations are pretty muted per ERCI data. A lot of industrial metals are weak or stable, same with energy, and wage pressure isn't going to be great either with slightly weak employment. At one time it was thought that unemployment needed to be >6% to contain wage pressure and lead to a stable economy...