新华财经法兰克福6月16日电 凯恩斯称黄金为"野蛮的遗物"，投资大师乔治·索罗斯认为其为"最终的泡 沫"。但历史上不乏多头坚信黄金是"真正的货币本体"，《货币战争》作者詹姆斯·里卡兹坚信黄金具有 货币信任锚定功能，在全球货币体系崩溃时黄金会恢复中心地位。 6月13日以色列与伊朗之间矛盾升级，市场投资再回归黄金的资产价值"锚"属性，金价在5月"平静"后再 度飙升，创下近两月内高点，逼近历史高位3500美元关口。从2022年低点的1600美元附近至今年4月创 下3500美元的历史新高，在动荡的世界里，黄金不断"进击"。 分析认为，短期内避险买盘可能推动金价继续挑战甚至突破历史高位，且从长期视角看，黄金在应对经 济停滞和货币贬值中仍是重要的资产工具。 世界难"平静" 金价再冲高 中东局势在6月13日以来骤然升级。周末伊朗反击，冲突往复，但交易暂停，金价似乎得以"喘息"。荷 兰国际集团（ING）团队最新局势分析显示，以色列对伊朗主要核设施、弹道导弹设施及伊斯兰革命卫 队高级指挥官实施了协同打击。国信期货研究咨询部主管顾冯达指出，此举标志着中东地缘冲突从"威 慑博弈"转向"热战对抗"临界点，地区敌对行动重大升级。 重要 ...

加拿大央行行长麦克勒姆：如果美国关税导致经济停滞，可能需要降息。 ...

任何事物的发展都有其自身的规律，经济也不列外。我们知道规律是不可能人为打破的，即便是一个英 雄人物，政治强人。 正所谓"顺势者昌，逆之者亡"。一个强势人物的出现也仅能改变事物在历史发展进程中的脚步，使其更 加跌宕起伏，但不可能阻挡其历史大势。 这就犹如在"合久必分"的当下隐忧颇多的美国经济。 无论特朗普怎么折腾，"黄金时代"也好，"大而美"也罢，都掩盖不了事实的苍白，看看市场吧： 美元一路下行，黄金一路高涨（近期陷入高位震荡），美债一路暴跌，收益率节节攀升。 这背后是市场对美元信心的丧失，是对美国资产的不信任，更是对全球经济不确定性的投票。 "滞涨"成为市场的高频词汇，牵动人关心未来经济的投资人的紧张神经。 那么究竟什么是"滞涨"，在过去的历史长河中金融市场在此时期又是如何反应及应对的呢？今天我们着 重谈一谈这个问题。 首先，我i们来了解一下滞涨的概念，滞涨是一个经济学术语，由"停滞"和"通货膨胀"两个词组合而 成。 它描述了一种异常且棘手的经济现象，即： 为什么说滞涨是异常的？ 滞涨通常不是由单一因素引起，而是多种不利因素叠加的结果，主要包括： 首先是供给侧冲击 (Supply Shocks)， 这是最经典 ...

美联储博斯蒂克：经济处于大幅停滞的状态。 ...

Core Viewpoint - The discussion highlights the increasing wealth inequality in the U.S., the inefficiency of government, and the stagnation of technological progress, suggesting that these issues are interconnected and may lead to significant societal consequences [2][3][6]. Summary by Sections Wealth Inequality - The disparity between the wealth of the top 1% and the bottom 99% has been growing at an unprecedented rate, potentially surpassing levels seen in the early 20th century [2][3]. - The right-wing has largely ignored this issue, either denying its existence or deeming it unimportant, which is seen as a significant blind spot [2][3]. Government Inefficiency - Government efficiency has deteriorated, with rising expenditures failing to yield proportional improvements in governance [3][4]. - Examples include the prolonged construction times for infrastructure projects compared to historical benchmarks, indicating a decline in operational effectiveness [3][4]. Technological Stagnation - There is a concern that technological progress has slowed since the late 1960s, with significant innovations becoming rare outside of specific sectors like computing and finance [6][7]. - The stagnation in technological advancement is linked to broader economic growth issues, leading to political cynicism and a zero-sum perception of economic competition [7][10]. Globalization's Impact - Globalization has created a "winner-takes-all" environment, adversely affecting the middle class and white-collar workers, particularly through labor arbitrage with countries like China [12][20]. - The benefits of globalization have not been evenly distributed, leading to increased inequality and social unrest [12][20]. Education and Innovation - The education system is criticized for perpetuating a bubble, with many students accumulating debt without securing corresponding employment opportunities [27][29]. - There is a call for a reevaluation of educational investments and a shift towards recognizing non-college career paths as viable options [27][29]. Future Considerations - The discussion raises philosophical questions about the role of government in planning for the future, particularly in the context of technological innovation and economic policy [15][17]. - The potential for long-term societal issues stemming from demographic changes and technological stagnation is emphasized, suggesting a need for proactive policy adjustments [23][24].