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I rec'd your interesting post.

If you develop insights on the Chinese market, please cross-post on METAR. China is a big part of the macro picture affecting U.S. bonds and cost of living.

If Chinese stocks unravel in a serious way, the damage could propagate. A liquidity crisis could interfere with Chinese buying of U.S. Treasuries just at the time that the Federal Reserve is ending QE2.

If you see that coming, please let us know on METAR.
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