Mish's Global Economic Trend Analysis Message Board

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Strategies & Market Trends : Mish's Global Economic Trend Analysis

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To: mishedlo who wrote (22708)	2/2/2005 5:39:36 PM
From: Crimson Ghost	Read Replies (1) of 116555

Your assumption that China and Japan will continue financing huge US deficits come what may happens to be the consensus expectation. So you agree with this consensus but disagree with the modestly bearish bond consensus. Do you REALLY think the Asians will continue supporting gross US excesses come what may.? Perhaps there really is a Santa Claus after all.

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