http://www.rgemonitor.com/financemarkets-monitor/254399/systemic_risk_contagion_and_trade_finance_-_back_to_the_bad_old_days

http://tinyurl.com/5dge9z

The collapse of letters of credit for financing exports as a result of the 
current financial crisis will have negative impacts on everyone employed 
in the supply chain.

( http://en.wikipedia.org/wiki/Nouriel_Roubini if you want to know who he 
is.  Very short version:  a financial Cassandra who is starting to be 
believed by many due to his accuracy in predicting recent financial 
crises.)

        Julia

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