Tuesday, May 10, 2011

Bad Timing for the Chinese

We see today that China’s April trade surplus with the US exploded 16%. Bad timing. Right now (5/9 the first day of talks) US officials are beating on our Chinese friends to allow their currency to adjust, to drop the claim they’re crippled. This result helps shred their argument and thus may be good news for US exporters ahead (stronger yuan).

Robert Craven

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