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

To: mishedlo who wrote (2651)	3/22/2004 11:47:17 AM
From: Tommaso	Read Replies (4) \| Respond to of 116555

The thing is, there seems to be huge demand in China for all sorts of raw materials, and they have the paper credits to exchange for the materials. The Chinese have OUR money and can spend it on metals, lumber, soy beans, and oil. The situation is perhaps in some ways comparable to the last big inflationay period when Japan had accumulated big surpluses. Canada and Australia ought to be major beneficiaries of Chinese demand, as best I can tell.

To: mishedlo who wrote (2651)	3/22/2004 4:42:31 PM
From: Jim Willie CB	Read Replies (2) \| Respond to of 116555

I half agree here with you, and fully with Tommaso China will SOON begin redeeming USTBonds and GSE bonds for large purchases of industrial commodities but beforehand, they will stall on orders, cancel orders, and play a game which THEY ARE TOTALLY EXPERT IN I saw it in 1995 when I was involved with futures learned much about JYen, Gold, and Grains (+Soy) China will force gap down behavior in prices then they step in to make large purchases I still anticipate large purchases not on the COMEX, LME, TOCOM but for entire companies, for their properties / jim