Core Insights - Ray Dalio, founder of Bridgewater Associates, indicates that the long-term debt cycle that began in 1945 is nearing its end, with the U.S. on the brink of significant conflict and transformation [1][3] - Dalio warns that the U.S. government's debt supply and demand situation is deteriorating like cancer, posing substantial risks to the actual value of U.S. currency and debt [1][3] Economic Conditions - Current economic indicators such as growth, inflation, real interest rates, and central bank debt monetization suggest that the U.S. economy appears to be in a favorable equilibrium, misleading observers into thinking everything is on track [3] - However, Dalio believes that the reality is much graver, as the U.S. government’s debt situation is worsening significantly [3] Stages of Economic Decline - Dalio identifies that the U.S. is in a dangerous "fifth stage" of an internal cycle, characterized by deteriorating fiscal conditions that could lead to class conflict [3] - He predicts that the U.S. and the world are approaching a "sixth stage" of chaos, typically associated with revolutions or civil wars, due to excessive debt and low governance efficiency [3] - Dalio forecasts that chaos in the U.S. is almost certain to occur within the next 5 to 10 years [3]
桥水基金达利欧:美国有两件事情如发生将是巨大警示讯号!一是实现新一轮的量化宽松政策,二是美国政府获得对美联储的控制权
Sou Hu Cai Jing·2025-09-05 07:42