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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: sciAticA errAticA who wrote (15614)	6/21/2004 12:42:08 PM
From: Ramsey Su	of 110194

uscc.gov the original report was posted on one of these threads. While one can debate the political ramifications all day long, one thing is for certain, US has never considered communist China a friend. Some type of action is inevitable. In the old days, China's economy is so small that nothing is of consequences. These days, US China trade wars are definitely trading events. MOT is big there, so is BA. How about the Intels, Dells that are just making inroads there? GM and F both have committed big bucks there recently. May be Russ can talk about those soy beans and other commodities to China from US? The biggie is obviously our debt. If China dumps a bunch of dollar denominated instruments, or just threaten to do so, what will happen?

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