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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: ild who wrote (3027)12/9/2003 11:21:03 AM
From: Haim R. Branisteanu  Read Replies (2) of 110194
 
The US has grains and ore. China India and SE Asia standard of living is rising = they will eat more meat = need more grains. (4 to 7 pounds of grain for 1 pound of meat)

Sea freight prices are very high, UDX is 27% or so lower from 2001 = less imports and more local manufacturing of semi finished goods.

All in all it adds to the natural tendency of recovery - immigration is still alive in the US and as such consumption, housing ect. is growing.
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