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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 (75523)	12/13/2006 12:53:20 PM
From: andiron	Read Replies (1) \| Respond to of 110194

US is still 20-24% of world economy..chinese export driven economy is largely dependent on it...that it turn caused OZ/east asia boom etc etc..Euro growth rate will remain measly. ( i think they peaked) In a way, emerging market is a "derivative" of US market. hence delinkages, as roach has said many times, are a pipe dream.... In panic, dollar will find buyers despite deficit..As long as US remains a hegemon, USD should be largely fine..it's called super power premium. No one should lose focus that US household wealth is staggering 60 tril +. Even accounting for asset bubbles, it would still be respectable.