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Geithner: China's Not Manipulating Currency

You have to make something that that people wants to buy first

China's 'Problem': Too Much Money

I think what Jeff is trying to point out is that the "potential bubble" is built on hard cash not debt (it may be the bank's depositor's cash or the states, but with @70% deposit to loan ration). If you lose a 100% of your investment but not in debt is a big difference in a country's ability to come back.

What China Can Buy for $2 Trillion

I think the barriers are both way. Every country in this world have barriers. The stuff they want to buy US will not let them buy. Maybe US should force open the Auto market like they did with Japan. That did a great favor for the European, now you can buy a BMW or Benz for less then a Japanese car, but still no one bought an American car. I guess US can always force China to buy its junk, just like the US treasury. One thing people have to realize is that most US manufacturing job was lost to the so call Asia four dragons, Hong Kong, Taiwan, Korea, and Singapore plus Japan in the seventies. In the nineties and recently, China takes the manufacturing job of these countries not US.