美元會下跌的原因

人人近排都話美元會下跌,原因有什麼呢?

‘The dollar is going to fall very, very sharply,’ warns prominent Yale economist
Stephen Roach, senior fellow at Yale University's Jackson Institute of Global Affairs

the rise of China and the decoupling of the US from its trade partners is setting the stage for a dramatic weakening of the US currency in the next few years that is likely to end the supremacy of the monetary unit as the world’s reserve currency.

就短期上來看,美元比CNY大20倍,離能挑戰美元還有很遠的路


另外一個因素是儲蓄率,現在是低,但已不是最低的時段了
最低是2001-2008大約2%-6%

如果是這個角度,應該有,例如
原油不再以美元計價


我反而認為在Crisis 過後,錢會回流到新興國家去得到較高回報。那時,就是美元下跌之時。問題是,幾時係Crisis 完結呢?

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