The Epic American Credit and Bond Bubble Laboratory Message Board

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

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To: loantech who wrote (2663)	11/28/2003 12:35:39 AM
From: Jim Willie CB	Read Replies (2) of 110194

commodity prices are set in world market why would anyone assume that reflected USEconomy? sorry, dont translate to US strength so many prefer to regard the commodity and other markets as being US-centric I know you dont assume that Asia is pushing the margin on commodities of all types principally China they are purchasing South American copper and US grains, soybeans I have been saying for about 18-20 months that if one does not account for China, factor in China, and focus on their growth in almost every single market, he/she will miss the proper perspective on what is happening IT HAS NOTHING, ABSOLUTELY NOTHING, TO DO WITH THE USA DEMAND the USEconomy is all about the financial sector, and little else / jim

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