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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: GST who wrote (34958)6/28/2005 2:24:40 PM
From: mishedlo  Read Replies (1) of 110194
 
pretty much.
Destruction of the credit BOOM in the US, UK, and OZ will destroy a ton of demand.

Without that demand, China will be unable to grow: Its own internal consumption is not even close to being ready to handle downturns in the West. The EU is clearly headed for a demographic deflation IMO (at least France Germany, Italy, and probably Spain).

This will lead to an even greater oversupply of production capability. Only the strong survive

Mish
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