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美金融家警告,2026将爆最惨金融危机,日本首当其冲,原因在高市
Sou Hu Cai Jing· 2026-01-06 22:27
在历史上,出现这种情况的国家,无一例外都走向了"破灭"。 靠近2025年尾,各国政府都公布了年度财政总结,不少国家都面临着财务危机。因为特朗普对全球的单边关税政策,外界都只看到了美国的债务暴雷危机, 但在全球化的今天,美国的债务暴雷不过是全球的一个缩影。 日媒产经新闻援引美金融专家罗杰斯的警告称,2026年将爆发有史以来最大的金融危机。 据悉,美国目前的债务规模已经接近40万亿美元,债务规模堪称全球第一。而日本债务约为9万亿美元,看起来总量不大,但算起来,日本的债务率却"遥遥 领先",预计年末将高达GDP的235%。 罗杰斯认为,由于不可抗拒的原因,自2019年末席卷全球之后,对各国的经济造成严重损伤,也加速暴露了各国债务堆积的问题。 这就犹如多米诺骨牌,一旦有一个点出现崩盘爆发之后,全球债务问题将直接被引爆。而在这其中,恐怕日本将首当其冲。 在罗杰斯看来,高市提出的"负责任的积极财产"政策,将会是压倒日本经济的最后一根稻草,依靠赤字国债来对冲通胀,简直是饮鸩止渴,是一种慢性自杀 行为。 关键是全球各国央行都在实行收缩政策的情况下,高市反其道而行,命令日本央行持续加息,最终结果只能是,日本政府顶不住国债利息的 ...
美金融家警告,2026将爆最惨金融危机,日本首当其冲,原因在高市早苗
Sou Hu Cai Jing· 2025-12-26 01:13
来自日媒的报道指出,日本目前的债务总额已达到9万亿美元,虽然在绝对数值上不及美国,但其债务占GDP比例却高达235%。这样的高水平债务,意味着 日本的财政状况比任何国家都更为窘迫,更像是一个隐藏的定时炸弹,随时可能被引爆。美金融专家罗杰斯对此发出了严厉警告,他认为2026年可能会成为 历史上最大的金融危机的起点,而日本将首当其冲。 在2025年的财经回顾中,全球各国正处于严重的财务危机之中。众所周知,美国的债务已经逼近40万亿美元,这不仅是令人震惊的数字,更是全球经济脆弱 性的缩影。然而,除了美国以外,其他国家的经济形势同样堪忧,其中日本的财务状况引发了越来越多的关注。 随着高市的涉台言论传出,日本的GDP增速急剧放缓,仅在疫情后的这个季度就出现了0.4%的负增长,标志着经济的不景气。而在旅游、医美等领域,对 中国市场依赖深重的行业更是遭遇了无情的寒冬,多个企业不得不减产甚至停产,失业人口激增,社会矛盾加剧。 日本国内对于高市政府的警告声此起彼伏,许多有识之士已经开始为国家的未来感到忧虑,认为如果不及时调整当前的政策方向,日本经济的衰退几乎是不 可避免的。然而,高市似乎并没有意识到危机的严重性,依然坚持其一条 ...
高市早苗财政方针显露“安倍经济学”回潮迹象:长期平衡取代年度目标,支出导向抬头
智通财经网· 2025-11-07 07:37
Core Viewpoint - Japanese Prime Minister Sanae Takaichi announced a shift in fiscal policy, moving away from annual assessments of the primary fiscal surplus target, aiming for a balanced budget over several years instead [1][2] Group 1: Fiscal Policy Changes - Takaichi's comments suggest a commitment to increasing government spending, reminiscent of former Prime Minister Shinzo Abe's "Abenomics" approach, which dominated Japanese politics for nearly a decade [1] - The government aims to achieve nominal GDP growth exceeding Japan's national debt yield while reducing the debt-to-GDP ratio, although specific strategies to achieve these goals were not detailed [1][2] - Takaichi emphasized the need for a long-term perspective in financial management, shifting focus from achieving annual fiscal balance [2] Group 2: Economic Advisory Changes - Recent appointments to Takaichi's economic advisory group reflect a return to the loose monetary and fiscal policy stance associated with "Abenomics," including the inclusion of former Bank of Japan Governor Masaaki Shirakawa [5] - The newly formed Growth Strategy Committee includes inflation advocates and economists known for promoting expansionary policies, indicating a potential shift in economic strategy [5] Group 3: Market Reactions and Concerns - Takaichi's fiscal policy is described as "responsible" yet expansionary, avoiding direct criticism of the Bank of Japan's interest rate hikes, which may be a response to market concerns [6] - The scale of the economic stimulus package aimed at supporting the economy and households remains unspecified, but if it exceeds expectations, it could raise concerns about Japan's fiscal health and increase long-term bond yields [6] - Takaichi rejected accusations of "fiscal populism," asserting that her policies differ from irresponsible populist measures that rely on cash handouts for popularity [6]