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To: BGR who wrote (130219)	6/1/1999 8:24:00 PM
From: Lee	Read Replies (2) \| Respond to of 176387

Hi BGR,..Re:.OT Most commodities look to be at multi-year lows. Some of this is shown in the CRB index. Even Au made a new multi-year low today so it is apparent that whatever pricing pressures we're seeing, that it is because of demand and not basic material costs. tfc-charts.w2d.com CRB Airlines raised fares again today, 4%. This is the second or third time this year and even in the face of falling crude prices. The story this evening was that the planes are loaded and demand is high so the airlines feel like they can get by with increased fares at this time. Last CPI also showed we paid higher prices for apparel yet cotton is at a multi-year low. We paid higher prices for fruits and veggies as well as shelter, entertainment and transportation. stats.bls.gov Since commodity prices are not the culprit, it has to be demand driven. Cu is a forward looking metal and it's at a new low. The only commodity besides lumber which shows any signs of life is crude. tfc-charts.w2d.com Cu tfc-charts.w2d.com tfc-charts.w2d.com Also, in case we think that the increase in CPI prices is related to wages, that doesn't appear to be a problem either.<g> (look at the bottom graph) stls.frb.org Just looks like healthy consumers in a strong economy fueling some awesome demand.<g> Hope this wasn't too long.<g> And answered the question!<bg> Lee