One man's debt is another man's wealth.

 

 

所有跟帖： 

• 你以为是谁借谁的钱？把那篇文章好好仔细读读吧。 -大观园的贾探春- ♀ (0 bytes) () 10/03/2017 postreply 18:42:52

• Sept. 18? Nobody in FX would read such an age-old paper. PS.$25T -career- ♂ (261 bytes) () 10/03/2017 postreply 19:02:39

• 看来你真没看懂人家在说什么。 Bank of International Settlements为什么把这当成大新闻？ -大观园的贾探春- ♀ (0 bytes) () 10/03/2017 postreply 19:31:34

• 大新闻 by a 3rd-rated Canadian newspaper?! -career- ♂ (1397 bytes) () 10/03/2017 postreply 19:38:22

• 这是Bank of International Settlements的报告： -大观园的贾探春- ♀ (194 bytes) () 10/03/2017 postreply 19:47:14

• Does GS/JPM/C/WFC/HSBC/DB...even care about any BIS report? -career- ♂ (0 bytes) () 10/03/2017 postreply 20:03:08

• 那当然。美联储也care。你大概不清楚BIS的来历。Link： -大观园的贾探春- ♀ (468 bytes) () 10/04/2017 postreply 04:40:10

• Like believing the BS that UN is the most powerful in the world. -career- ♂ (211 bytes) () 10/04/2017 postreply 06:18:33

• 不一样。论金融数据美国国内的以美联储为准国际的以BIS为准因为这二者都介入金融监管和运作因此有最准确的金融数据。 -大观园的贾探春- ♀ (0 bytes) () 10/04/2017 postreply 06:35:47

• 美联储can issue $ and BIS can't... 一样?! -career- ♂ (558 bytes) () 10/04/2017 postreply 06:54:39

• 这里的$25T是美国境外的外国公司及机构欠下的美元债务，其中包括中国的房地产开发商。你以为是小事一桩？ -大观园的贾探春- ♀ (167 bytes) () 10/03/2017 postreply 19:42:08

• US consumer/Corp/Gov owe much more...连本带利要还的 + ... -career- ♂ (218 bytes) () 10/03/2017 postreply 20:08:21

• 那是两回事。美国自己欠的美元债有美联储。外人欠的美元债得靠赚美元来还，这就造成对美元的需求巩固了美元的地位。 -大观园的贾探春- ♀ (0 bytes) () 10/04/2017 postreply 04:44:11

• 美联储won't give YOU $ to pay off your debt. You 欠的美元债得靠赚美元来还. -career- ♂ (211 bytes) () 10/04/2017 postreply 06:27:42

• 但美联储能把这债从我的债主手上买走，变成我欠美联储的。 -大观园的贾探春- ♀ (0 bytes) () 10/04/2017 postreply 06:43:36

• If that could you feel any better, so be it. -career- ♂ (342 bytes) () 10/04/2017 postreply 06:57:46

• 如果欠债的是美国政府，美联储把国债买走美国政府当然得付本利给美联储，但美联储赚的钱得上缴国库，钱只是打个转而已。 -大观园的贾探春- ♀ (0 bytes) () 10/04/2017 postreply 06:54:53

• 美联储doesn't bid on 国债 in the open market. You欠的美元债still得靠赚美元来还. -career- ♂ (211 bytes) () 10/04/2017 postreply 07:06:36

• They do。It's called Open Market Operations。Link： -大观园的贾探春- ♀ (260 bytes) () 10/04/2017 postreply 07:14:27

• "concluded the purchases in October 2014."...Now comes QT. -career- ♂ (169 bytes) () 10/04/2017 postreply 07:31:53

• QT会造成利息上涨美元走高国际资金回流美国。那些境外赚外币还美元债的惨了。新兴市场的经济荣景和资产泡沫即将结束。 -大观园的贾探春- ♀ (0 bytes) () 10/04/2017 postreply 07:40:36

• 利息上涨美元走高 hurts 小中老中too--not just "境外赚外币还美元债的惨了". -career- ♂ (5401 bytes) () 10/04/2017 postreply 08:29:07