SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: mishedlo who wrote (2241)11/16/2003 5:50:56 PM
From: eddieww  Read Replies (1) of 110194
 
"...China's demand for raw materials and that we do not have control over."

Should point out that China's demand for raw materials will fall rather sharply if US consumer demand for China finished goods drops. We saw a short-term blowoff of US consumer demand while we were spending the refi money last summer, but what now?

A different topic, but somewhat related: Is China demand for raw material, agricultural commodities, etc., in excess of actual current need? It should never be forgotten that China wants Taiwan brought back into the fold and may be looking for leverage to keep the US from helping them resist, as well as some insurance against starvation in case the leverage doesn't work.

Hu to Bush: "Either butt out or see several hundred billion in US Treasuries dumped onto the market all at once."

Have the Chinese been collecting the rope to tie our hands with in the guise of a pegged currency supported by Treasury purchases?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News