Chapter 229: The Calculations of the United States and the Financial Predators
The concentration of the three major international credit rating agencies in the United States and their monopoly on the right to speak has a hidden concern for countries and regions outside the United States, but for the international financial giants, this is a good thing, and this kind of centralized voice power is easier to control. Pen "Fun" Pavilion www.biquge.info
This is true of the three major rating agencies, including Goldman Sachs, Warren Buffett, Soros and other major financial institutions and financial predators in the United States.
In April and May, a large number of US financial predators who sang about the world economy suddenly disappeared, and the short on the euro, China, Japan, and emerging countries disappeared. It's time to start singing about the United States!
First of all, Rogers, an international financial tycoon, said in an interview with reporters that he was "firmly bearish on the United States and bullish on China." Regarding US Treasury bonds, he said:
"I didn't buy it, and I don't feel like there's a reason to buy it. The market that is currently forming a bubble in the world is the long-term Treasury market in the United States. I'm not going to buy Treasuries because one day it's going to collapse, maybe next year, two years or three years later, and I'm not going to buy any long-term Treasuries now, I'm going to sell Treasuries. I won't be involved in this market for the foreseeable future, it's a terrible investment choice, I'm bullish on China, if I want to buy it, I have to buy China."
Goldman Sachs, which has been singing about China, also changed its tune and said that the U.S. economy has not fully recovered, only about half of the recovery, and pointed out that "there is still a long way to go, and China's economy has gradually recovered from the impact of the financial crisis caused by the subprime mortgage crisis." Obama agreed, saying, "There are still quite a few challenges to be tackled to get out of recession, and China should make a greater contribution to the recovery of the world economy." ”
Immediately afterwards, Soros publicly stated that the US economic outlook is still "unusually uncertain"; The U.S. economic recovery continues to face significant headwinds. The U.S. economy is still a long way from a full recovery, and many Americans are still plagued by unemployment, foreclosures, and lost savings.
The second quarter is a harbinger of a slower economic growth in the future, which is sure to slow and the United States is likely to fall into a long-term below-average growth path for some time to come. But he also said, "I don't think there will be a double dip, but we need to be wary of a lost decade similar to Japan's." ”
There are many ways to talk about the U.S. economy.
Why are the financial predators in the United States suddenly so happy to keep singing about their own economy? Why did Goldman Sachs first say so much of the news? Why does Goldman Sachs keep hoping to increase the scale of monetary quantitative easing? All of this starts with the just-released report on the US Non-Agricultural Farm Payrolls.
The U.S. non-farm payrolls data is released monthly by the U.S. Department of Labor, and good data indicates that the economy is improving, and poor data indicates that the economy is getting worse. The non-farm payrolls data will affect the Fed's monetary policy on the dollar, the economy is poor, the Fed will be inclined to cut interest rates, the dollar will depreciate, the economy is good, the Fed will be inclined to raise interest rates, and the dollar will appreciate.
The importance of the NFP data depends on the focus of the market. In the past, the market was particularly sensitive to some economic data, especially the main trade data, net capital inflows, gross domestic product, etc., and even leading indicators, weekly first-time jobless claims, etc.
While some of the other data is numb, the impact of new non-farm payrolls is persistent. The employment report is often hailed as the "XO" of all economic indicators that can make the foreign exchange market react, with the foreign exchange market paying special attention to the change in the number of employed people with seasonal adjustments.
This, in turn, will have a profound impact on the U.S. Dollar Index, which is an index that reflects the trend of the U.S. dollar based on the six freely convertible currencies (Euro, Japanese Yen, British Pound, Canadian Dollar, Swiss Franc and Australian Dollar) through some weighting calculation. An index rise indicates that the dollar is appreciating against most currencies, and a decline in the index indicates that the dollar is depreciating against most currencies.
The outstanding U.S. economic data of these institutions and financial predators in the first half of the year sang the downturn of the U.S. economy, which actually created public opinion for this month's non-farm payrolls data released by the United States later.
This month's U.S. non-farm payrolls data suddenly fell sharply, with a decline in housing sales data, a decline in economic growth, a decline in the local Fed's manufacturing index, a decline in the core consumer price index, a decline in construction spending, and a decline in non-farm payrolls.....
This further proves that "the non-farm payrolls data is strong evidence that the United States and international financial capital manipulate the global capital market" and argues that whenever the global capital market faces major fluctuations and turns, whenever the United States needs to pressure other countries to make concessions or give in to other countries in economic affairs, the non-farm payrolls data of the US Department of Labor will appear in an "unexpected" and "unexpected manner".
The non-farm payrolls data is a strong evidence that the United States and international financial capital manipulate the global capital market, and the American media and Wall Street continue to emphasize that the purpose of this economic lagging indicator is to --- serve the economic strategy of the United States and facilitate the layout, play and exit of international financial capital.
As far as the United States is concerned, such remarks are aimed at further quantitative easing, the policy of printing US dollars for the depreciation of the dollar, and further suppressing the renminbi, forcing them to threaten the appreciation of the renminbi to create further public opinion.
The huge trade deficit between China and the United States has always made the United States angry, and it has always stressed that the renminbi is seriously undervalued, and in the context of the financial crisis, the Yankees are even more anxious, threatening to list China as a currency manipulator if the renminbi does not appreciate to a certain extent, and take strong retaliatory measures.
As early as the second half of last year and the first half of this year, Soros had been bought by his fund through foreign and Chinese-funded securities banks and had secretly built positions in Alibaba, Longhu Real Estate, Minsheng Bank, Chinese Life, HSBC Holdings, China Mobile, China Unicom, China Telecom, ZTE, Bank of China, China Pacific Insurance, China Overseas Development, Shenzhen Development (A shares) and other stocks, and has conducted "stress tests". Soros's fund is shorting Hong Kong stocks (but the sell-off is not large), the purpose is to test the lethality of short-selling shares to the Hang Seng Index and the National Index under the negative news from the periphery and the mainland, as well as the tolerance of the Hong Kong stock market.
Not to mention Goldman Sachs, whose layout is earlier, larger, and more hidden than Soros, especially in the Chinese stock market......
Lu Shangwen looked at these and smiled coldly......