有些驚訝南華早報放這篇出來滅中國威風:

「國際清算銀行總裁卡斯騰斯接受《南華早報》專訪稱,儘管人民幣是全球第五大最常用的支付貨幣,但中國央行清算系統在全球支付體系中,只能是補充地位。人民幣跨境支付系統(CIPS)無法與SWIFT匹敵。」

ec.ltn.com.tw/article/breaking

有期限的數位人民幣會是維尼帝強迫國內消費完成人民幣國際化的終極手段嗎?🤔

「對其他本幣結算貿易帳的貿易對手國來說,人民幣真正的價值背後是有龐大的美元外匯準備在支持,對那十個跟中國以本國貨幣結算貿易帳的對手國來說,他們只是把自己手上的美元外匯存底,以持有人民幣的形式暫時擺在中國而已;中國過去盡全力限制人民使用外匯,現在還努力招商爭取外商訂單賺取美元,都是有道理的。因為中國很了解如果三兆美元外匯存底如果消失,世界上不會有人要跟中國以本國貨幣結算任何東西,屆時人民幣就是廢紙。

現在最大的問題是,使用人民幣買不到足夠的糧食、能源與高階晶片,這必須以實際上的貿易順差加上外國投資來獲取美元,才能達成這個目標;但是中國又要同時推動人民幣國際化,這又必須以逆差的形式,讓外國賺取足夠的人民幣,才有可能達成。兩種情況不可能兼顧。」

wealth.com.tw/articles/cc60bfe

原來數位人民幣是不計息的嗎? 光這點就大輸實體人民幣了啊, 兩者一比一兌換等於是前者強制使用者損失利息, 再加上使用期限這限制, 等於只能花不能存了呀...

youtu.be/1y6c8mthhgk

看到小翠這集說的金稅四期, 忽然理解華夏奇聞異事的老李為啥十萬火急叫大家辦護照了....

youtu.be/LVW7d1iKGgQ

想像中在數位人民幣與農管掠奪後的以物易物大概類似?

youtu.be/NxuC1zdH8iY

中國內部經濟似乎還未見起色:

"在中國28個行業中,有20個行業的企業收入增長速度低於官方公佈的 GDP,其中包括從汽車到家用電器等消費者最喜歡的行業。收入疲軟反過來壓低消費品公司的收益,這些公司通常非常密切地跟踪 GDP 增長,卻在第一季出現萎縮。"

ec.ltn.com.tw/article/breaking

WSJ這篇就比較客觀審視各總經領域表現:

"Consumer confidence is low. More important, some economists say, is that Beijing hasn’t been able to meaningfully change Chinese consumers’ long-running propensity to save rather than spend—a response to a threadbare social-safety net that means families must sock away more for medical bills and other emergencies.

Chinese household consumption accounts for around 38% of annual gross domestic product, according to United Nations data, compared with 68% in the U.S. "

wsj.com/articles/chinas-fading

日本前車之鑒的通縮沒得師:

"中國政府的刺激也是偏向投資而非消費。中國人民銀行也降息,但每次幅度僅0.1個百分點。中國的處境或許比日本更不利。儘管中國的「共同富裕」政策引發所得分配更平等,進而提升消費的希望,但中國家庭支出僅佔GDP 38%,遠低於全球平均的55%,且過去6年全無增加。"

ec.ltn.com.tw/article/breaking

WSJ這篇安慰大家說中國至少不像歐美那樣卡在通膨危機裡, 說得好像通縮是比下有餘似的. (看向日本

"China’s producer prices index, a gauge of prices charged by manufacturers, fell 5.4% from a year earlier in June, the weakest reading since December 2015 and marks the ninth straight month of year-over-year declines."

wsj.com/articles/deflation-loo

又一篇對目前中國經濟數據表現持偏向通縮的預測:

"China’s current core inflation, which excludes food and fast-dropping energy prices, has been lower only in the pandemic and the 2008-09 global financial crisis, according to data starting in 2008. Economic growth in the second quarter of the year was just 3.2% annualized, lower than any time from the financial crisis to the pandemic. Any hope that postpandemic reopening would lead to a return to rapid economic growth has floundered."

wsj.com/articles/chinas-lost-d

Follow

半年後的中國當局仍然拿不出對策:

“There is no time for policy hesitation to prevent a potential vicious loop between deflation, confidence and activities,”

wsj.com/world/china/deflation-

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