explaining the China makers and U.S. spenders. My view is how long will China take IOUs (treasuries) for their products. Be careful who you poke a stick with.

http://www.morganstanley.com/GEFdata...n.html#anchor0

A lopsided world economy continues to be dominated by two growth engines -- the American consumer on the demand side of the equation and the Chinese producer on the supply side.