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


To: Wyätt Gwyön who wrote (52089)1/30/2006 9:12:20 PM
From: Ramsey Su  Read Replies (2) | Respond to of 110194
 
atimes.com

A pretty good Mobius interview.

In the process of global rebalancing, what happens if China and India grow fast enough to replace the exhausted US consumers? That could actually be pretty good for most of the developing countries and the ones that feed off them such as Japan and Korea. US, unfortunately, may see inflation that no Fed can handle.