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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: mishedlo who wrote (50169)1/18/2006 11:57:13 PM
From: GST  Read Replies (1) of 110194
 
<Did not the US$ fall by some 30 freaking %>

Not against the Chinese RMB. And as for imports from China, they have been soaring along with FDI in China -- the country that now leads the world in FDI. China is more or less the low cost supplier to global markets. As our economy weakens we "might" buy less from them -- although even that somewhat irrelevant and is debatable. If our economy falters people might be even more inclined to shift their consumption patterns towards the low cost producer and buy even more from China instead of less as you assume. At any rate that is pretty much a distant second to the issue of the future slide in the dollar and the coming rise in interest rates. The dollar/bond bubble will burst. That is the mother of all bubbles -- housing is a sideshow in comparison.
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