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 ZT 亚洲时报 美国是全球的对冲基金 |
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ZT 亚洲时报 美国是全球的对冲基金 -- EIC - (1050 Byte) 2007-3-11 周日, 09:58 (1407 reads) |
大春代
头衔: 海归少校
声望: 讲师
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加入时间: 2006/02/23
文章: 232
来自: 避风塘
海归分: 27260
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作者：大春代 在 海归商务 发贴, 来自【海归网】 http://www.haiguinet.com
http://www.atimes.com/atimes/Global_Economy/IB27Dj02.html
The last three paragraphs are missed from the Chinese version here:
Before leaving you to ponder all this, we need to address what it means that the US is no longer above water in terms of the income from its negative net assets. It likely means building pressure on the dollar. If and when this occurs, it means pain to foreign creditors and possible political risk.
The sheer size of the US negative NIIP is flirting with offsetting the past advantage of positive net income. Rebalance will occur, US relative returns will rise further, or this former support will stay a drag. This signals the end of a support for the United States' over-indebtedness, although that may take time to manifest.
It raises a bigger question for the rest of the world. Why is it so vital for them to subsidize the US so much and for so long? What will happen to their swollen positions in low-yielding dollar assets? Last but not least, if the US is a leveraged hedge fund among nations, should Uncle Sam really be casting stones at the private firms mirroring US macroeconomic strategy?
作者：大春代 在 海归商务 发贴, 来自【海归网】 http://www.haiguinet.com
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 ZT 亚洲时报 美国是全球的对冲基金 -- EIC - (1050 Byte) 2007-3-11 周日, 09:58 (1407 reads) - 英文原文在这里 -- 大春代 - (1141 Byte) 2007-3-11 周日, 23:56 (439 reads)
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