Roadstar Biker

Another Bullish Argument for Commodities: Demographics

I'm wondering, if American consumers continue to see their real wages erode, their home values plummet, their available credit max'ing-out and the cost of living increasing - how will they be able to afford all these imported goods?

Emerging markets are going to need to depend on their own domestic demand, if they're going to continue to grow. US demand will continue to be under a lot of pressure for the foreseeable future.