[新闻] That 1914 Feeling 仿佛一战前夕

楼主: ruve (黑胡子哥)   2015-06-05 12:45:13
1.原文连结(必须检附):
http://goo.gl/MkqACc
2.原文内容:
U.S. officials are generally cautious about intervening in European policy
debates. The European Union is, after all, an economic superpower in its own
right — far too big and rich for America to have much direct influence —
led by sophisticated people who should be able to manage their own affairs.
So it’s startling to learn that Jacob Lew, the Treasury secretary, recently
warned Europeans that they had better settle the Greek situation soon, lest
there be a destructive “accident.”
以下略,连结是完整的克鲁曼专栏,可以连过去慢慢看
3.心得/评论(必需填写):
1.克鲁曼认为现在希腊与国际债权方彼此失去信任,双方皆像一战前夕般不希望躲开战争
,反而认为像战争前般的心态,只要希腊退出欧元,所有债务问题就会一并解除。
2.克鲁曼认为,希腊退出欧元即可把所有问题解决是极端危险又天真的认知,包括
西班牙、意大利跟葡萄牙也都有债务问题,极可能产生外溢效果,最后导致其他国家
对欧元的不信任
3.我自己认为希腊退出欧元区是避不开的了,这会造成欧元区破坏式的创新,促使欧元区
进一步的完成财政整合,是必要之恶。
4.最后一点,当然是林杯早就空单满仓!!!所有空单之外的资产转成美金并买进美指ETF
停留。
退出!~让小弟我爽到靠杯一下,可~以~吗~?
P.S. http://www.tradingeconomics.com/greece/government-bond-yield
补个希腊10年公债殖利率,让大家对于实际情况能更有个底~
作者: MoneyDay5566 (台湾基本面烫到不行!)   2015-06-05 12:51:00
全球最大泡沫要爆了吗?

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