Mainstream macroeconomics still have problems dealing with real returns of capital investment and technology improvements. And free commerce with China creates some quite large unnatural changes on both of those factors. (And microeconomics can't save the day here.)

So, well, I would add disclaimer to not blindly trusts the economists on this one. Their opinion are probably much better than the one from the average Joe, and also much better than anything you'll get out of the news or a politician's mouth, but not completely reliable either... and the most certain a economist is of it, the less I would trust him.