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

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From: russwinter12/26/2010 12:56:59 PM
14 Recommendations  Read Replies (3) of 110194
 
Why isn't there more mention here of the obvious severe inflationary maladjustment bust developing in China. Am I the only one spotting these stories? Just a regular read of China English online publications illustrates it. It is astonishing how the world is sleeping as this gathers steam.

Here, urban migrant workers will buy one way tickets home for the Chinese New Year:
english.eastday.com

China's money losing export sector is being shuttered. The lights are going off all over China.
chinadaily.com.cn

This maladjustment boiling over has hardly been sudden, as China's economy is already quite weak.
wallstreetexaminer.com

Need further evidence that something nasty is developing? Go to this site and click through to Chinese shipping data. A very large peak to trough seasonal decline is underway.
statsweeper.com

There are reports of container ships travelling at reduced speed.
zerohedge.com

ISupply story on electronic exports contraction.
isuppli.com

The Baltic Dry Index has severely rolled over dropping from 2700 in October to 1795.

Power consumption in China is well off of peak growth.

BEIJING – China’s power consumption in November stood at 346 billion kilowatt-hours (kWh), up 5.36 percent year-on-year, according to a statement released Thursday by the National Energy Administration (NEA).
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