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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: russwinter who wrote (109456)1/6/2011 1:51:45 AM
From: GST2 Recommendations  Read Replies (1) of 110194
 
Ok -- I am still trying to catch up with your level of concern. Here is the traditional sense of inflation in China: There is a need to let the RMB float up to dampen inflation (Chinese man-in-the-street view) and the supposed motivation behind tightening is also to get a grip on soaring inflation -- see the link.

npr.org

Your view, as I read it, is that the RMB is not under huge upward pressure, and the sleeper (in plain sight) is a banking crisis from lending on a scale and poor credit quality that will sink the Chinese financial system and act as a brick wall for the Chinese economy -- sending the RMB down -- yes?? This is a real risk that seems to have been almost completely ignored and is not priced into markets -- you view, yes??
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