2026 TeoTwawKi ... 2032 Darkest Interregnum Message Board

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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum

GLD 416.72

+1.2%

Dec 26 4:00 PM EST

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To: carranza2 who wrote (31430)	3/21/2008 5:44:54 AM
From: TobagoJack	Read Replies (1) of 218728

just in in-tray quote CHINA SLOWDOWN IS BECOMING APPARENT From Charles DeTrenck: The critical theme for us continues to be a rather rude slowdown in trade volumes out of China post Chinese New Year. We are still trying to understand the storms and pre-Olympics effects versus a 'real slowdown' (higher costs and lower demand). That volumes have not really picked up in last 2-3 weeks should become more and more of a concern, though we have to keep an open mind that some of the slowness could still reverse a little... * We met with port, forwarder and shipping companies this week * The HK port player saw Asia-Europe Westbound as 12-13% in 2008 (low-end consensus) * Other meetings pointed to utilization to Europe as about 70% level now (very low) * Asia-Europe is clearly the key to rates and sentiment given this has been strongest * We need to watch every week the pick up from Asia...so far the poor Feb looks = in March unquote

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