由买买提看人间百态

boards

本页内容为未名空间相应帖子的节选和存档,一周内的贴子最多显示50字,超过一周显示500字 访问原贴
Military版 - Kyle Bass:日本快到山穷水尽的地步了
相关主题
俄罗斯懵了:眼睁睁看着卢布一路狂跌汇率操纵国的惩罚措施如下
无标题PBOC decide to devalue RMB
统治人类的欧美白人已经快到了山穷水尽的悲哀境地“QE Is All It Can Do Here" Art Cashin Predicts
做空人民币 这位大佬去年亏损了19天涯上还是有好文章的!比锁男强了不知多少倍
美国人渣够狠哇咔咔!软妹币破7了,米弟的末日要到了!
澳大利亚反击了, 也是1.9Peter Navarro says US will take strong action against China if it devalues yuan to ‘neutralize tarif
特朗普表示美国应该通过贬值美元加入“大货币操纵游戏”日银打响央行第一枪,美联储被逼上梁山
中国是汇率操纵国这三天最给力的是日本央行(BOJ)
相关话题的讨论汇总
话题: bass话题: japanese话题: kyle话题: jpy话题: do
进入Military版参与讨论
1 (共1页)
R****a
发帖数: 6858
1
Kyle Bass:日本快到山穷水尽的地步了 2013-04-04 16:53:55
Kyle Bass explains the massive significance of what the Japanese are
embarking on, "they are essentially doubling the monetary base by the end of
2014."
It is a "Giant Experiment," he warns, but when you are backed into a corner
and your debts are north of 20 times your government tax revenue, "you're
already insolvent." Simply put, Bass says they have to do something and they
have to do something big because they are "about to implode under the
weight of their debt." For a sense of the scale of the BoJ's '
experimentation', Bass sums it up perfectly (and concerningly), "the BoJ is
monetizing at a rate around 75% of the Fed on an economy that is one-third
the size of the US!"
What they are trying to do is devalue the currency to attempt to become more
competitive while holding their rates market flat - the economic zealots
running the world's central banks believe they can live in that Nirvana -
and Bass believes that is not the case, as they will lose control of rates,
since leaving the zone of insolvency is impossible now. His advice, "if you'
re Japanese, spend! or take it out of your country. If you're not, borrow in
JPY and invest in productive assets." Do not be long JPY or Japanese assets
as he concludes with the reality of Japan's "hollowed out" manufacturing
industry.
视频: http://bbs.wenxuecity.com/currentevent/544348.html
c******a
发帖数: 4400
2
how to borrow JPY
1 (共1页)
进入Military版参与讨论
相关主题
这三天最给力的是日本央行(BOJ)美国人渣够狠
日元大涨是什么原理?澳大利亚反击了, 也是1.9
米犹downgrade米国债卷有两个目的特朗普表示美国应该通过贬值美元加入“大货币操纵游戏”
日本挺不了很久了.中国是汇率操纵国
俄罗斯懵了:眼睁睁看着卢布一路狂跌汇率操纵国的惩罚措施如下
无标题PBOC decide to devalue RMB
统治人类的欧美白人已经快到了山穷水尽的悲哀境地“QE Is All It Can Do Here" Art Cashin Predicts
做空人民币 这位大佬去年亏损了19天涯上还是有好文章的!比锁男强了不知多少倍
相关话题的讨论汇总
话题: bass话题: japanese话题: kyle话题: jpy话题: do