货币替代

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中俄日印等40国去美元化后,美国人提出恢复金本位,幕后推手出现
Sou Hu Cai Jing· 2025-06-29 07:01
Group 1 - The essence of currency is based on commodities and transactions, with credit currencies like paper money requiring actual transaction support to maintain value [1] - The dominance of the US dollar as a global reserve currency is primarily due to its pricing of commodities like oil and the US's control over international currency exchange systems [1] - The historical context of the gold standard established by Isaac Newton links currency value closely to gold, which has evolved over time, leading to the current challenges faced by the dollar [3] Group 2 - The trend of de-dollarization is accelerating, with countries like Germany, France, and Poland repatriating gold, reflecting deep concerns about the dollar system [5] - Japan and other US allies are increasing investments in Chinese bonds, indicating a challenge to the dollar's global status [5] - The US's excessive money printing to manage debt has led to a decline in the dollar's purchasing power and its global currency status [7] Group 3 - A proposed bill in the US aims to restore the gold standard, indicating a potential shift in monetary policy to curb dollar inflation [7] - The discussion around de-dollarization has become a significant international economic issue, with countries openly seeking alternatives to the dollar [8] - The rising US debt and inflation are prompting a reevaluation of the dollar's global currency status, with some economies considering pegging their currencies to gold or decentralized digital currencies [13] Group 4 - Approximately 40 representative countries, including China, India, Japan, and Russia, are advancing the de-dollarization process through various means [15] - The application of blockchain technology is accelerating the de-dollarization process, influenced by the Federal Reserve's monetary policy adjustments [15] - The former Governor of the Bank of England, Mark Carney, suggests that replacing the dollar with a globally recognized digital currency could address significant issues faced by non-US decision-makers [15] Group 5 - Investment figures like Jim Rogers warn that the decline of the dollar is an inevitable historical process, while reports indicate that the Federal Reserve's actions threaten the dollar's reserve currency status [17]
欧元创近三年半新高,资产持续从美元转向欧元
Xin Hua Cai Jing· 2025-06-26 01:49
Group 1 - The euro has shown significant strength, breaking the 1.16 mark against the dollar, reaching a high of 1.1641, the highest since October 2021, driven by geopolitical easing and a shift from traditional safe-haven assets [1] - Investor confidence in the Eurozone economy is increasing, with the European Central Bank (ECB) projecting continued growth over the next three years and a drop in unemployment to a record low of 6.2% [2] - The ECB has recently lowered key interest rates by 25 basis points, signaling the end of the easing cycle, which contrasts with the Federal Reserve's delayed rate cut expectations, providing relative support for the euro [2] Group 2 - The Federal Reserve's Chairman Jerome Powell indicated a cautious approach to rate cuts, suggesting that the first cut may be delayed until the fourth quarter, as the Fed awaits clearer evidence of inflation trends [3] - A report from OMFIF shows that the dollar's popularity among central banks has declined, with 70% of respondents citing the U.S. political environment as a barrier to investing in dollars, leading to a shift towards alternatives like the euro and gold [4] - Experts predict that the euro's share in global reserves could rise to 25% within 2-3 years, driven by a decline in the dollar's dominance and the need for deeper European integration in financial markets [5]
挑战美元,会是它吗?
盐财经· 2025-05-30 10:21
作者 | 谭保罗 编辑 | 江江 值班编辑| 宝珠 视觉 | 顾芗 2025年以来,来自特朗普政府的"政策冲击波",给国际金融市场带来了前所未有的影响。有人认为,美 元国际货币的地位将受到挑战,黄金、比特币等替代品,将对美元形成越来越强的替代效应。 数据似乎也在佐证这一点。拉长时间线,从2023年初到2025年5月,黄金已从刚刚超过1800美元每盎司 涨到了3300美元以上,涨幅超过80%。比特币也重拾涨势,但它远远没有得到黄金那样的全球认可度, 并非真正的法定货币,加上投机属性过重,因此不予讨论。 实际上,除了黄金等替代品之外,另一种创立之初便有挑战美元雄心的替代品,同样值得关注。它就是 欧元。 这个国家,果断放弃货币主权 差不多和黄金这一轮涨价的时间通道(始于2023年至今)重合,欧元区发生了两件大事。 一是欧元区版图再次扩张。2023年,克罗地亚正式加入欧元区,全国以欧元为法定货币,成为第20个采 用欧元货币的国家。克罗地亚不到400万人口,其加入就欧元区的体量而言,无太大影响。但作为一个 相对欠发达的国家,能加入欧元区,无疑说明了欧元区主导大国如德国、法国和意大利等,推动欧 元"做大做强"的决心愈发坚 ...
荷兰国际:欧元失去了作为美元替代品的地位
news flash· 2025-04-29 11:57
Core Viewpoint - The euro has lost its status as a preferred alternative to the US dollar, with recent trends showing a decline in its appeal among investors [1] Group 1: Currency Performance - Most G10 currencies performed better than the euro during the week [1] - The euro is currently viewed as the most overbought currency in the options market [1] Group 2: Economic Factors - Concerns over potential weakness in the US economy and optimism regarding German fiscal stimulus have shifted market focus away from worries about the eurozone's economic weakness [1] - A large-scale power outage in Spain and Portugal may further impact the euro negatively [1] Group 3: Market Expectations - If the eurozone's first-quarter economic growth data, set to be released on Wednesday, falls short of expectations, speculators may unwind their bullish positions on the euro [1]