Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Haim R. Branisteanu who wrote (7657)	2/11/2004 10:51:27 AM
From: Jim Willie CB	Read Replies (2) \| Respond to of 110194

yes, you captured my CHina tradeoff, but no hedging do you think they are hedging with long JYen contracts? China has a large trade gap with Japan so they are vulnerable to rising prices in Japanese imports of zaitech equipment if they hedge, it is with the JYen over the US$ they might actually be one of the many forces behind the JYEn rise since Octobre let's not forget, China might be hedging with massively large Gold long contracts AND TAKE DELIVERY that way, they hedge against USTBonds, they accumulate gold, they get nice discount on the gold, they prepare for 2010 new gold-backed Yuan with fresh strong bank system / jim

To: Haim R. Branisteanu who wrote (7657)	2/11/2004 1:21:46 PM
From: RealMuLan	Read Replies (1) \| Respond to of 110194

>>more so at a time they control the printing of their own currency << What was the growth rate for US M2 supply? China aims for 17 pct money supply growth in 2004 Reuters, 02.10.04, 8:58 PM ET BEIJING, Feb 11 (Reuters) - China is aiming for broad money supply growth of about 17 percent this year, the central bank said in a statment on Wednesday. M2 rose 19.6 percent last year. Copyright 2004, Reuters News Service Message 19795265 And this maybe just a start. China posts first trade deficit in 10 months By Financial Times reporters Published: February 11 2004 11:10 \| Last Updated: February 11 2004 11:10 China posted its first trade deficit in 10 months in January as reduced export tax rebates significantly slowed down export growth. Message 19795229