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黑人配亚洲女人ZOZO-在多平台适配方面所做的努力
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黑人配亚洲女人ZOZO-在多平台适配方面所做的努力

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  财联社4月22日讯(编辑潇湘)“美元是我们的货币,却是你们的麻烦”——这句逾半个世纪前美国前财政部长康纳利“飞扬跋扈”的言辞,在过去数十年来不断被验证。

  而如今,围绕美元汇率的麻烦似乎依然存在:

  除了特朗普团队的内部人士外,对于这个问题的答案,目前可能没有任何人能给出一个令人信服的答案。但是有一点确实是明确的,特朗普本身还是希望能看到美元贬值,以利好美国制造商的。而至于眼下美元遭遇抛售的原因和过程——美国“股债汇三杀”开始严重动摇人们对美元的信心,甚至伤及美元储备货币的根基,是否为特朗普团队所乐见,就显然要打上一个大大的问号。

  事实上,特朗普在汇率政策上的立场,其实一直是“既要,又要”——既想要美元贬值下的好处(利好出口和国内制造业),又想要维护美元在全球的主导地位(这需要美元币值稳定乃至升值来保驾护航)。

  但众所周知,世事往往难以两全!

  过去几周,美元的暴跌包括美债基差交易的一度爆雷,其实是令诸多市场观察者始料未及。传统经济学理论认为,当经济体遭遇关税冲击时,非美货币往往倾向于走软,从而有助于降低商品出口价格,以抵消关税成本。

  但当前的现实情况却是,投资者对特朗普反复无常的贸易政策做出了抛售美元资产的反应,逆转了近年基于“美国例外论”预期建立的巨额多头头寸。随着投资者大举抛售美元资产,他们将资金换回本国货币,从而推高了非美货币的价值。

  美元持续的贬值甚至已引发了市场对美国经济受贸易政策转向冲击程度的担忧,并开始质疑美元的避险货币地位是否稳固。

  无论如何,如果特朗普只是一味追求美元贬值,而无视美国金融霸主地位开始动摇的一系列不安信号,他最终很可能只会“捡了芝麻丢了西瓜”……

  美国教育部周一宣布,将于5月5日重启对拖欠联邦学生贷款的追讨工作,结束了大约五年前开始的暂停措施。

  美国教育部在一份新闻稿中称,有超过500万借款人处于拖欠状态。联邦学生贷款在逾期270天未还款后即被视为拖欠。

  “美国纳税人将不再被迫成为不负责任的学生贷款政策的抵押品,”美国教育部长琳达・麦克马洪(LindaMcMahon)在一份声明中表示。“行政部门没有宪法赋予的权力来免除债务,贷款余额也不会凭空消失。”

  作为这一举措的一部分,美国教育部学生资助办公室将重启美国财政部抵消计划,该计划通过扣押联邦和州的支付款项(如退税或社会保障福利)来收回欠款。

  该办公室将于今年夏天开始实施行政工资扣押程序。根据美国财政服务局的说法,这一程序允许联邦机构命令非联邦雇主扣留雇员一定比例的收入,用以偿还拖欠的债务。

  在对美国经济和全球贸易的持续担忧中,欧洲市场在漫长的复活节周末后以负面态势开盘。

  泛欧斯托克600指数早盘下跌0.5%,多数板块和所有主要证券交易所均处于下跌状态。科技股领跌,斯托克欧洲科技指数在早盘交易中下跌1.7%。

  对全球贸易战爆发可能性的担忧挥之不去,周一华尔街股票市场大幅抛售,而在此之前,美国总统唐纳德・特朗普加大了对美联储主席杰罗姆・鲍威尔的施压力度。

  特朗普周一在“真相社交”平台上发文称,如果美联储不降息,经济将会放缓。在近期多篇点名鲍威尔的帖子中,他称这位美联储主席为“太迟先生”和“大输家”。

  特朗普上周暗示要“解雇”鲍威尔,白宫经济顾问凯文・哈塞特表示,总统团队目前正在研究这一史无前例的举措。鲍威尔则表示,根据法律他不能被解雇,并打算任期到2026年5月结束。

  亚太市场隔夜表现低迷,追随了华尔街的抛售行情。

  周二欧洲没有重大的财报或数据发布,但交易员们将关注本周在华盛顿举行的国际货币基金组织-世界银行春季会议的新闻和评论,届时美国总统唐纳德・特朗普的关税政策带来的威胁和影响可能会成为讨论的主要话题。

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