桥水达利欧再发警告：美国债务激增重现二战前风险

Core Insights - Ray Dalio warns that the rapid rise in U.S. government debt is creating a situation "extremely similar" to the years before World War II [1] - Dalio emphasizes that increasing debt relative to income is akin to plaque buildup in arteries, ultimately squeezing out available spending space [1] - He criticizes U.S. political figures and advocates for a combination of tax increases and spending cuts to address what he terms a "deficit/debt bomb" [1] Debt Situation - According to the Congressional Budget Office (CBO), U.S. publicly held debt reached 99% of GDP last year and is projected to rise to 116% of GDP by 2034, marking a historical high [1] Global Conflicts and Inequality - Dalio points out that global conflicts and wealth inequality are exacerbating a concerning environment [1] - He suggests that the U.S. and other regions are experiencing a "form of civil war," rooted in "irreconcilable differences" [1] - He warns that these conflicts could evolve into a struggle for power, stressing the importance of acknowledging these disputes to mitigate risks [1]