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


To: Ramsey Su who wrote (52095)1/30/2006 11:38:07 PM
From: mishedlo  Read Replies (2) | Respond to of 110194
 
In the process of global rebalancing, what happens if China and India grow fast enough to replace the exhausted US consumers?

What happens if they cant?
For the record, put me in the small group that says they cant

Mish



To: Ramsey Su who wrote (52095)1/31/2006 1:31:04 AM
From: ild  Read Replies (1) | Respond to of 110194
 
December 2005 MICA data
micanews.com