tag:blogger.com,1999:blog-6789188.post3395674457851050342..comments2024-03-27T17:15:37.606-04:00Comments on Triablogue: “Easing Headwinds” Mean Smoother Economic Sailing in Second HalfRyanhttp://www.blogger.com/profile/17809283662428917799noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-6789188.post-78389925506600305152011-07-07T14:46:18.036-04:002011-07-07T14:46:18.036-04:00Axis, I know .... crude oil futures are already ba...Axis, I know .... crude oil futures are already back up over $98...John Bugayhttps://www.blogger.com/profile/17728044301053738095noreply@blogger.comtag:blogger.com,1999:blog-6789188.post-79700067195612877212011-07-07T14:40:22.996-04:002011-07-07T14:40:22.996-04:00I'd like to believe it John, and I hope you ar...I'd like to believe it John, and I hope you are right.<br /><br />A couple of counterpoints:<br /><br />"Supply of Silverado has ballooned to 6 1/2 months worth..."<br /><br />http://www.zerohedge.com/article/gms-channel-stuffing-goes-mainstream<br /><br />"...if year-over-year GDP growth dips below 2%, a recession always follows. It is now at 2.3% [and currently heading lower]."<br /><br />http://www.ritholtz.com/blog/2011/07/my-view-on-the-last-half-of-the-year/axisoflogoshttps://www.blogger.com/profile/01900827016670354389noreply@blogger.com