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I use a lot of the inter market work in my work. I don't pay much
attention to economists but I pay a lot of attention to the commodities
cycle.
Look at the John Murphies work in this area. It is an excellent overview
that will give you everything you need to understand the flows from one
market to the next.
Stewart Taylor
Taylor Fixed Income Outlook
Voice: 501-219-9774
Fax: 501-228-0963
E-Mail: staylor@xxxxxxx
Web Site: http://www.cei.net/~staylor/
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