You look at the 2008 crisis, and it was all about the U.S. consuming too much, and China consuming too little.
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There has been a string of weaker data coming out of commodity-consuming juggernaut China, and that has the commodity market bulls a bit worried.
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The move by the commodity-consuming juggernaut China was not a big surprise, as its monetary officials are working to control inflation by curtailing domestic consumption.
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He said aluminum demand has hit new highs and an internal deficit in the key commodity-consuming nation of China is widening.
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China is consuming a lot of energy, but it has nearly three times as many people to consume it, too.
Over the last 15 years, we have been consuming, importing from China and other places, but the manufacturing has been done there.
Though there have been no incidents of sickness or death reported form this latest round of food contamination, at least 70 people became ill after consuming tainted pork in China in February 2009.
By contrast China has been consuming far less than it produces, accumulating vast surpluses.
That growth has transformed global energy markets and sustained higher prices for everything from oil to uranium and other natural resources that China has been consuming.
On that view, it is a good time for the world's big consuming nations (including developing countries such as China) to build up buffer stocks, which provide the only real protection against short-term supply disruptions caused by embargoes, wars and the like.
Meanwhile, on the demand side, the world as a whole, and China in particular, has been growing much faster than expected and consuming lots of raw materials as it does so.
Unlike aging America, the populations in many countries like China, India and Indonesia are younger and entering their prime working, consuming and investing years.
Well the underlying cause of this mess is the same as it was in the banking crash and Great Recession of 2007-9 - which is the recycling of the great surpluses of the exporting nations, China, Germany and Japan, into the unsustainable debts of the great consuming nations, the US, UK, and much of the eurozone.
Both PFE and MDT have an enormous tailwind behind them: baby boomers around the world will be consuming more drugs and more medical devices over the next three to five years, no matter what happens in China or Japan.
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