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To: mishedlo who wrote (256429)	8/18/2003 7:07:53 PM
From: Haim R. Branisteanu	Read Replies (4) \| Respond to of 436258

My sense is that something must give and October 1987 will be a walk in the park. over 5% of GDP in trade deficit and 4.5% in budget deficit The way I see it China is accumulating USD assets as are other not so friendly governments/entities. Sometime in the future if those governments will not get their way with US policies they will just dump their US holdings mostly agency and treasury paper. IMHO this will create such a turmoil in financial market that the US will have no choice but to succumb to their demands ...... for example the annexation of Taiwan to China If China will loose 10 billion USD from the exercise it will be for sure cheaper than a war or close to a war. China's return on investment will be less that an year