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警报拉响!全世界都在害怕:美元或难以为继,一场金融动荡要来了?
Sou Hu Cai Jing·2025-07-30 04:47

Core Viewpoint - The article discusses the decline of the US dollar's dominance, driven by massive national debt and rising inflation, leading to a global financial storm [1][3][8] Group 1: US National Debt and Economic Impact - The US government currently holds a staggering $36 trillion in national debt, with annual interest payments exceeding $1.3 trillion, surpassing the entire military budget [1] - The cost of issuing new debt has risen above 5.3%, exacerbating the debt situation as $9.2 trillion in debt is set to mature this year, necessitating refinancing [1][3] - Inflation remains persistent, with the Consumer Price Index (CPI) at 2.7% in June, while factory orders have declined for three consecutive months, indicating economic pressure [3] Group 2: Federal Reserve's Dilemma - The Federal Reserve, once seen as a stabilizing force, is now caught in a difficult position due to high inflation and political pressure for interest rate cuts [3][5] - The independence of the Federal Reserve is under threat, with public criticism from political figures and congressional scrutiny [5] Group 3: Global Shift in Asset Allocation - Countries are increasingly diversifying their assets away from the dollar, with the People's Bank of China increasing gold reserves for 18 consecutive months, and other nations like India and Saudi Arabia following suit [5] - The global central bank gold reserves have reached a historic high of 3600 tons, reflecting a shift towards tangible assets [5] Group 4: Alternatives to Dollar Transactions - International trade is seeking alternatives to the dollar, with significant transactions in the Chinese yuan and other currencies, such as 18% of Saudi oil exports to China being settled in yuan [5] - The use of stablecoins as a new form of dollar is limited, with 90% still requiring dollar backing, highlighting the ongoing reliance on the dollar [6] Group 5: Consequences of Sanctions - US sanctions have led to unintended consequences, with targeted countries forming alliances and exploring alternative currencies, such as Russia and Iran developing gold-backed cryptocurrencies [8] - The article suggests that the US's financial dominance is waning as the dollar depreciates, revealing the fragility of its hegemonic status [8]