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

To: Jim Willie CB who wrote (2681)3/22/2004 4:50:24 PM
From: mishedlo  Read Replies (1) | Respond to of 116555
 
China will SOON begin redeeming USTBonds and GSE bonds for large purchases of industrial commodities

No chance and no need to.
They are sitting on a pile of US$.
Those will be used long before they go selling treasuries.
Why drive down the treasury price as long as they are pegged to the US$?

In other words SOON is WRONG!
Mish



To: Jim Willie CB who wrote (2681)3/22/2004 5:10:02 PM
From: yard_man  Respond to of 116555
 
>>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

<<

yeah -- that sounds about right ...


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