白等时代股市也不错,还不是输了。决定因素就是物价水平。
何况,关税,利率,通胀是不可能三角,现在已经非常清楚,他选择的是关税与利率,那么物价必然完蛋。事实就是如此,不惜一切也没用。
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7H12$F+vu 写了: 2025年 10月 14日 15:00白等时代股市也不错,还不是输了。决定因素就是物价水平。
何况,关税,利率,通胀是不可能三角,现在已经非常清楚,他选择的是关税与利率,那么物价必然完蛋。事实就是如此,不惜一切也没用。
并非不可能三角,你忘了统计局的重要性了,我说price is going down,统计局就得给我going down。一个局长不行,那就再换一个,换到going down为止


somesome 写了: 2025年 10月 14日 15:01并非不可能三角,你忘了统计局的重要性了,我说price is going down,统计局就得给我going down。一个局长不行,那就再换一个,换到going down为止
可以美元之上套壳稳定币,稳定币之上再套壳usde,相当于美联储发行量不变,流通的一下多了三倍
本将军早就说了,米弟与土工博弈,不能光凭谈判。土工强的在于党政合一,就像上面说的,签了字也不执行,你怎么办?因为各级政府都是他的,怎么执行他说了算。
米弟就必须有应对之策,那就是在执行层面应对,我也可以规定怎么执行啊。比如,关税谈好之后,设立国家支付银行,米弟进口商的货款全部通过该行在华机构结算。中国不开放金融,该行在华分支无法营业,那么中国出口商每年五六千亿美元的货款就拿不到。
同理,你可以规定,进口货物必须通过指定的外网申报米弟海关,你建防火墙隔离外网,你的出口商无法上外网,你的出口就无法过海关。


Crocodile 写了: 2025年 10月 14日 13:02https://www.msn.com/en-us/money/markets ... 1b75&ei=23
Global markets tumble as Beijing imposes new ban on U.S. shipping. Bessent vows China ‘will be hurt the most’ if it doesn’t surrender
S&P 500 futures were down 0.87% this morning. The index opened the better part of 1% lower almost immediately. Markets in Asia and Europe were almost all down, with Japan’s Nikkei 225 off 2.58% and Europe’s Stoxx 600 down 0.49% by midmorning.Beijing’s new export controls on rare earth materials—which the U.S. is dependent on—are “a sign of how weak their economy is, and they want to pull everybody else down with them,” Bessent said. “Maybe there is some Leninist business model where hurting your customers is a good idea, but they are the largest supplier to the world,” he told the FT. “If they want to slow down the global economy, they will be hurt the most.
“They are in the middle of a recession/depression,” he added, “and they are trying to export their way out of it. The problem is they’re exacerbating their standing in the world.” (China is, in fact, doing very well. Its exports rose 8.3% in September, and the World Bank expects China’s GDP to grow 4.8% this year. U.S. growth is forecast at 1.4%.)
为土工操碎了心?
没看,不知道疮宝签的7.5%关税执行了几天?