IF CHINA IS really consming why isnt $ depreciating more ...take a look at the crash of oil and when the Yuan stops appreciating against the dollor(2005 to 2008 till july). The twin brothers CHINA and US are creating a mess .But yea DEFLATION is what will come before a real inflation.But the $ has to have a mega rally to prove that deflationist are right.Now commodities are in a sweet spot coz everyone is saying china is buying .Something is wrong somewhere
