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

To: GST who wrote (54985)3/1/2006 5:44:32 PM
From: UncleBigs  Read Replies (3) | Respond to of 110194
 
China is growing because they are producing for the U.S.

The global adjustment in supply and demand will result in a slowing for all economies.

Global recession equals reduced demand for commodities with the possible exception of oil. For oil, it all depends on how depletion measures up with demand.

If you disagree, then you should be very long on inflation and commodities. I wish you luck.


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