g*****g
发帖数: 34805 | 1 大幅逆差如果不能从国债里获得，只能直接印钱并回流美国了。
http://www.ritholtz.com/blog/2009/05/the-paradox-of-deficits/
Long before we get to 2015, let alone 2019, I think the bond markets will
have called a halt to $1 trillion deficits. There will be a real crisis. The
deficits will not be funded at
anywhere close to an interest rate that will not break the budget. Taxes
will
get raised beyond what they were in the Clinton years. And Obama’s budget
makes some very optimistic judgments about how much will be saved in medica |
S******n
发帖数: 617 | 2 为什么不是美国政府被迫砍掉巨量的赤字花费...
The
medical
【在 g*****g 的大作中提到】
: 大幅逆差如果不能从国债里获得，只能直接印钱并回流美国了。
: http://www.ritholtz.com/blog/2009/05/the-paradox-of-deficits/
: Long before we get to 2015, let alone 2019, I think the bond markets will
: have called a halt to $1 trillion deficits. There will be a real crisis. The
: deficits will not be funded at
: anywhere close to an interest rate that will not break the budget. Taxes
: will
: get raised beyond what they were in the Clinton years. And Obama’s budget
: makes some very optimistic judgments about how much will be saved in medica
|
g*****g
发帖数: 34805 | 3 这是个平衡，预算自然会被迫削减。但是逆差到顺差哪有那么容易。
更可能的就是预算减一点，不够只能靠印钱。
【在 S******n 的大作中提到】
: 为什么不是美国政府被迫砍掉巨量的赤字花费...
:
: The
: medical
|
N********n
发帖数: 8363 | 4
It could be as early as next year. 1/3 of 10T bond is due next
year. I don't see how they can pay it back w/o using Helicopter
Ben's printing press.
【在 g*****g 的大作中提到】
: 大幅逆差如果不能从国债里获得，只能直接印钱并回流美国了。
: http://www.ritholtz.com/blog/2009/05/the-paradox-of-deficits/
: Long before we get to 2015, let alone 2019, I think the bond markets will
: have called a halt to $1 trillion deficits. There will be a real crisis. The
: deficits will not be funded at
: anywhere close to an interest rate that will not break the budget. Taxes
: will
: get raised beyond what they were in the Clinton years. And Obama’s budget
: makes some very optimistic judgments about how much will be saved in medica
|
q******n
发帖数: 66 | 5 其实美元大幅贬值是共识了吧, 对于我们有点小钱投资的老百姓来说, 可以怎么办? |
m**********r
发帖数: 887 | |
h*******i
发帖数: 123 | 7 请问好虫，现在要不要把美金换加币呢？
前阵子1.2-1.3的时候贪心了，现在才1.12 |
g*****g
发帖数: 34805 | 8 CAD is much related to oil, if you are long on commodity, you can
consider it.
【在 h*******i 的大作中提到】
: 请问好虫，现在要不要把美金换加币呢？
: 前阵子1.2-1.3的时候贪心了，现在才1.12
|
k**u
发帖数: 698 | 9 if you are bullish on commodity, you can consider it
if you are long on commodity, you should avoid it since it will make things
overly concentrated.
【在 g*****g 的大作中提到】
: CAD is much related to oil, if you are long on commodity, you can
: consider it.
|
f****g
发帖数: 2073 | 10 我也担心美元大幅贬值。 能不能推荐几个具体的mutual funds? foreign market 的
fund 能抗美元贬值吗？ |
A*X
发帖数: 908 | 11 美国现在是靠主动贬值美元来赖掉外债吗？最后倒霉的还是中国，唉
The
medical
【在 g*****g 的大作中提到】
: 大幅逆差如果不能从国债里获得，只能直接印钱并回流美国了。
: http://www.ritholtz.com/blog/2009/05/the-paradox-of-deficits/
: Long before we get to 2015, let alone 2019, I think the bond markets will
: have called a halt to $1 trillion deficits. There will be a real crisis. The
: deficits will not be funded at
: anywhere close to an interest rate that will not break the budget. Taxes
: will
: get raised beyond what they were in the Clinton years. And Obama’s budget
: makes some very optimistic judgments about how much will be saved in medica
|
