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史无前例!多国央行齐力支持鲍威尔,美联储独立性为何备受关注?
Sou Hu Cai Jing· 2026-01-15 01:39
这一情形催生二战后美国决策者反思,因为这时的美元已经是世界货币,说白了美元不再是单纯的美国货币,而是成为了全球储备资产!那么,维系美联储 的独立性,才能保证美元的独立性!也只有美国的货币政策摆脱了政治干预,其才能维护全球金融稳定,成为全球央行,这才能让各国央行实时调整货币政 策应对美元周期,各国财政也能也能依据美元进行宏观调控,否则大家就都变成了美国政府的提款机! 所以,当全球央行在1月看见美国政府已经完全不顾任何体面,司法部试图通过刑事调查达到施压降息目标,逼迫现任美联储主席鲍威尔离职时,大家才真 的着急了起来!而我们也就看到了这次历史性的全球主要央行行长联合声明! 毕竟,作为全球最大经济体的央行,美联储的货币政策具有极强的溢出效应,美元作为全球主要储备货币,其汇率、利率走势直接影响全球资本流动、贸易 结算和资产定价。一旦美联储失去独立性,沦为短期政治目标的附庸,全球金融市场将陷入灾难性混乱。 全世界的央行,实际上还是有不少和财政部一样,深受政府调控管理影响的!但美联储是个必须从里到外必须相对的例外,1913年《联邦储备法》开始,到 1951年的《财政部-美联储协议》从法律层面明确了美联储的货币政策制定权, ...
贸易战会如何收场?
集思录· 2025-04-09 14:17
Group 1 - The article discusses the ongoing trade war between China and the US, suggesting that both sides are preparing for a prolonged conflict, with neither willing to back down in the short term [1][4]. - It highlights the potential for a temporary peak in tensions, followed by a return to negotiations where both parties may agree to reduce tariffs, with China possibly making larger concessions [1][3]. - The article emphasizes the internal factors that will determine the outcome of the trade war, such as the need for China to reform and open more sectors to private enterprises, and the importance of increasing labor income [2][3]. Group 2 - The article points out that the trade war may lead to different economic challenges for China and the US, with China facing overcapacity and potential deflation, while the US may struggle with undercapacity and inflation [5][11]. - It mentions that China's average working hours are strictly regulated, which could help reduce overcapacity by limiting production [5]. - The article also notes that the US economy may undergo significant restructuring in the long term, with a potential decline in the dollar's dominance and a shift towards a multipolar world [3][12]. Group 3 - The article draws historical parallels, referencing Napoleon's continental blockade as a cautionary tale about the consequences of economic isolationism [9][10]. - It suggests that while a complete breakdown in trade between China and the US could occur, both countries would still find alternative trading partners, similar to Russia's situation with Europe [11][12]. - The article concludes that the trade war could lead to increased domestic pressures for reform within China, as external challenges often prompt internal changes [8].