PS.$25T in FX is next to nothing...
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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-
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10/03/2017 postreply
19:31:34
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大新闻 by a 3rd-rated Canadian newspaper?!
-career-
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10/03/2017 postreply
19:38:22
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这是Bank of International Settlements的报告:
-大观园的贾探春-
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10/03/2017 postreply
19:47:14
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Does GS/JPM/C/WFC/HSBC/DB...even care about any BIS report?
-career-
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10/03/2017 postreply
20:03:08
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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-
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10/04/2017 postreply
04:40:10
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Like believing the BS that UN is the most powerful in the world.
-career-
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10/04/2017 postreply
06:18:33
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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-
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10/04/2017 postreply
06:35:47
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美联储can issue $ and BIS can't... 一样?!
-career-
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10/04/2017 postreply
06:54:39
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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-
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10/03/2017 postreply
19:42:08
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US consumer/Corp/Gov owe much more...连本带利要还的 + ...
-career-
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10/03/2017 postreply
20:08:21
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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-
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10/04/2017 postreply
04:44:11
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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-
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10/04/2017 postreply
06:27:42
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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-
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10/04/2017 postreply
06:43:36
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If that could you feel any better, so be it.
-career-
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10/04/2017 postreply
06:57:46
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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-
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10/04/2017 postreply
06:54:53
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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-
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10/04/2017 postreply
07:06:36
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They do。It's called Open Market Operations。Link:
-大观园的贾探春-
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10/04/2017 postreply
07:14:27
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"concluded the purchases in October 2014."...Now comes QT.
-career-
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10/04/2017 postreply
07:31:53
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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-
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10/04/2017 postreply
07:40:36
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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-
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10/04/2017 postreply
08:29:07