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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (2289)	3/17/2004 11:07:03 AM
From: MulhollandDrive	Respond to of 116555

i should have added do we really think the "foreigner" will stop buying u.s. debt if we refuse to give them a higher rate of return? (that was the other argument in vogue a few months ago for higher rates, that repatriation would cause the u.s. to raise rates as we go hat in hand selling bonds) the answer to that question is the only foreigners that matter are the chinese and the japanese. well here's a clue.....we ain't argentina, and we ain't gonna default on any debt. and the old adage of when you owe the "bank" a small sum and you cannot pay you have a problem, when you owe the bank a huge sum and cannot pay, you're PARTNERS china's growth is inexorably tied to the u.s. like it or not, we're partners somebody posted a link on another thread where the CEO of a railroad co said "all roads lead to china" and i responded a more accurate statement would be "all roads lead FROM china" yes, we have a interim surge in commodities and shipping as china builds even more manufacturing base.... after that it's...supply supply supply