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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 (109656)2/20/2011 4:39:58 PM
From: russwinter1 Recommendation  Read Replies (1) | Respond to of 110194
 
I agree with your view on the US. I don't think you thought I was making an American-centric argument here?

The China real estate bubble is also hot money driven, playing off the China growth story. Therefore I think these export troubles will have a direct effect. The main problem for China RE are inflated bubble prices and the fact that the Government finally declared war on speculators.