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发表于 2009-7-12 11:37 PM
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本帖最后由 colderdown 于 2009-7-13 00:38 编辑
15# 动感
I don't have a clear answer for that and I don't think anyone have an answer yet. But one possible route is inflation will start from China and kick back to western world. China does not have credit crisis, it has over capacity crisis. However, the current policy employed by Chinese govt. is the copy of "QE". So, it may just like a few yrs ago, China helped to control the inflation, now, it is pay back time. If this is the case, commodity is the best bet since the currency will loss its credit. From last month data, US import price was up 2.2%, export price was up 1.3%. We need to keep eyes on those. |
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