Recovery in manufacturing is not confirmed by steel and copper prices
Sonja Massey
Jun. 22, 2007

All the data is pointing to some kind of manufacturing recovery in the economy. The NY, Chicago, and Philadelphia Fed indict jumped, handsomely skyrocketing, long bond yields. But the copper and steel prices did not confirm. Booth copper and steel is steadily going down in prices.

What does that mean? We looked at the history of economic slowdowns. We found whenever manufacturing recovery is not confirmed by steel and copper prices; it is a cyclical recovery within a secular slowdown. As a matter of fact copper and steel prices normally lead the manufacturing recovery.

The economy is posed to slowdown this year in third and fourth quarter. It will further slowdown in 2008 and 2009 to create a severe stagflation.

Recovery in manufacturing is not confirmed by steel and copper prices
Sonja Massey
What does that mean? We looked at the history of economic slowdowns. We found whenever manufacturing recovery is not confirmed by steel and copper prices; it is a cyclical recovery within a secular slowdown.
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