US manufacturing recovers with weaker dollar, home sales downward momentum subsiding – in the middle of gloom and doom a new bull looks up
John Abelson
Apr. 20, 2008

The collapse in U.S. home sales will show no sign of ending in March. However the rate of fall is slowing giving an early indication that the bottom is very close. The lumber futures predict major turns in real estate market about eighteen week earlier. It has formed a base and is ready to launch a new bull market. The commercial interest in lumber is never so great like before. The hedge funds forgot about lumber futures. The are no ETFs on lumber future. The lumber futures can quadruple in the next two years if the trend persists and real estate boom comes back.

The bull is looking up again. US Dollar is forming a base as Federal Reserve is very close to pause the rate cuts. US Manufacturing is helped by overseas orders. Caterpillar Inc., the world's largest maker of bulldozers and excavators, said on April 18 that first-quarter profit exceeded analysts'' forecasts as sales to Asia, the Middle East and emerging markets grew.

Industrial production improved in March, reflecting increases in output of equipment such as computers, the Federal Reserve reported last week. The gain indicated business investment might not be slowing as much as previously thought.

Believe it or not the bull is back again. It is scared and wary of everything never the less it is the bull.

Get into the tech sector avoid the companies with international exposure
Fred Day
But these are the same companies you should avoid now as US dollar rise will hurt their earnings. The domestic tech sector is booming and will continue to boom. The biotech sector will be the best performer.
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A rise in April Confidence Index bullish for dollar, real estate and stocks
Kirsten McLauren
April U of Michigan Conf. Index will move close to 70 from 63.3. A 10% jump in the index will mark the start of the new bull market in dollar, stocks and real estate.
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US manufacturing recovers with weaker dollar, home sales downward momentum subsiding – in the middle of gloom and doom a new bull looks up
John Abelson
The bull is looking up again. US Dollar is forming a base as Federal Reserve is very close to pause the rate cuts. US Manufacturing is helped by overseas orders.
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A pause in interest-rate cuts by Federal Reserve ready to lift US Dollar and bearish for precious metals
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According to many interest rate and Fed watchers, Fed will stop for the rest of the year after a half-point reduction to 1.75 percent this month. The market is already predicting the chance of a quarter-point move instead of the half-point reduction.
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UK central bank ready to replicate US Federal reserve move – seeks $200 billion infusion into restore confidence in mortgage market – a bullish trend
Jeff Cantor
The UK central bank Bank of England is ready to infuse $200 billion to revive the confidence in mortgage markets and the real estate investments.
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Citi Group results, libor rates, stock market optimism and commodity inflation sing bond market trouble
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Citi Group results, libor rates, stock market optimism and commodity inflation is setting the tone for the markets and the trends. Bond market faces real trouble if this trend persists.
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