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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: mishedlo who wrote (9057)3/1/2004 1:55:30 PM
From: russwinter  Read Replies (2) of 110194
 
<I think the most important thing for China is selling manufactured goods.>

Oh I see, so you think high volume is smart business to make up for a dollar loss per unit?

I also think the BOC will just go ahead and cool off much of the demand that's causing this Train Wreck, and that would be the US. You see, unlike the Europeans they don't have to ask the Wizards to raise rates to cool things off and strengthen the USD (how inputs are priced I'll once again remind you), they can do the job for them.

Here's how. Tightening and a re-peg in China is going to cause a big strain on their piss poor shape banking system, everybody here has told me that. So you take the $400 billion in foreign reserves and you just bail them out. The forex reserves are used for a bad loan cleanup before taking these companies public. Heck it's already started, there's two big Chinese bank IPO's on the docket. They will be rushed to market, mark my words.
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