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


To: mishedlo who wrote (3700)4/6/2004 2:16:55 PM
From: russwinter  Respond to of 116555
 
I understand China's trying to cool off. And they probably are to some degree. It may look exactly like this:
quote.bloomberg.com

To me though, this just indicates it may just take an extra month or so to use up the last of the above ground inventory of copper, tin, nickel, soybeans, corn, iron ore, coke, scrap, rubber, and dozens of other input goods in very short supply. I also have to ask what is the cause of the Chinese slowdown and emptying US shelves? Government policy or an out of control Train Wreck? You know my answer.



To: mishedlo who wrote (3700)4/6/2004 4:49:50 PM
From: Tommaso  Read Replies (1) | Respond to of 116555
 
"Running out of base metals would be enormously deflationary "

So shortages will cause falling prices?