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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: GST who wrote (109230)11/13/2010 1:37:14 PM
From: russwinter12 Recommendations  Read Replies (3) of 110194
 
With the big input goods inflation the choice for Chinese exporters to the US is go out of business or pass on a new price list.

Chinese Exporters "Cope";
wallstreetexaminer.com

I have located a couple sites that allow one to track these two variables. One is MIT's daily tracking of 550,000 products from 53 retailers. Enter US and this will show what's transpiring. Of late it ain't too pretty especially in the last month or so.
bpp.mit.edu

Then there is Statsweeper: go to "Chinese shipping" and click through to Shanghai container index, and then to West Coast. The normal season drop is from August to about early February. Ex the 2008-2009 "crisis" this is usually about 25-30% seasonally. This year it is that already, and it's only November. I say that indicates the phones are off the hook in China for US customers.
statsweeper.com

The combination of this will rock our world.
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