US manufacturing and construction ready to lead the rally in US dollar and real estate
Alex Gonzales
Apr. 1, 2008

The gloom and doom is over. US economy is on the move again. US manufacturing and construction as predicted in India Daily and conformed by today’s data point to sharp recovery in the making.

The Institute for Supply Management’s manufacturing index edged higher to 48.6 in March, an improvement on February’s five-year low of 48.1. The market was expecting the factory index to drop to 47.3.

New data on US construction spending also came in much better than expected.

Philadelphia factory activity was also better than expected.

The only bad side of all this is the rise in inflation. The ISM price index paid index jumped by 8 points to 83.5 last month. That just says this is a major cyclical bottom within a massive long term secular down trend.

US manufacturing and construction ready to lead the rally in US dollar and real estate
Alex Gonzales
The gloom and doom is over. US economy is on the move again. US manufacturing and construction as predicted in India Daily and conformed by today’s data point to sharp recovery in the making.
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Higher Purchasing Managers index, decelerating weakness in construction spending, and loss of jobs marks stability and fun fundamentals for rally dollar and stocks
Jeff Cantor
Both of these data due this week will show improvement over the last month. The job losses will be restricted to 50,000 level and perhaps surprise many with a slight gain payroll number.
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US Dollar, stocks and real estate ready to rally as new financial overseers, SEC-CFTC merger
Kara Zeilig
The fundamentals now are leaning to the theory. US Dollar, stocks and real estate ready to rally as new financial overseers, SEC-CFTC merger are proposed by Treasury Secretary Henry Paulson.
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American consumers start saving with moderation on consumption – bullish for US Dollar
Peter Oberois
US Dollar is in a stealth bull market. The sentiment and fundamentals are right. American consumers start saving with moderation on consumption. It is bullish for US Dollar and US economy for the long term.
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Chinese banks hit badly with American subprime mortgage losses – time to sell Chinese bank stpcks?
Peter Oberois
China will continue to raise interest rates. Yuan will also continue to appreciate against US Dollar. The net effct on the Chjinese banks is dicidedly negative.
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Deteriorating labour market and higher food and energy prices are the root causes for sharp drop in US consumer confidence – but the gloom and doom is ending temporarily
Sam Adelton
The way US Dollar, lumber futures and the stock market has absorbed the 100% negative news on the economy and inflation in recent weeks, it seems the gloom and doom will end very soon.
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What is next for dollar, gold, realestate, bonds, commodities and stocks?
Neal Henderson
Some of the depressed commodities will rise fiercely. Examples are lumber, cattle, hogs and so on. Industrial metals and precious metals are now in an intermediate term (few years) bear market that can take prices down by 50 to 60% from the top.
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