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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: russwinter who wrote (66218)7/16/2006 9:08:23 PM
From: UncleBigs  Read Replies (2) of 110194
 
from a liquidity standpoint, China and Japan are behind the curve. However that liquidity is going into productive capacity to sell into the u.s.

I don't see Asia rebalancing toward domestic consumption. I see them expanding production that relies on the u.s. consumer.

Over the next 1 to 2 years, the u.s. consumer is still the world's most important economic driver.

While some believe the financial/speculative economy drives the real economy, I believe the real economy trumps the financial economy. There is nowhere to hide when company's earnings are going down and a commodity supply glut develops.

Housing is blowing up while arms are resetting drastically higher. The u.s. consumer is in the process of imploding.
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