z*******g 发帖数: 2429 | 1 周一主动贬2%,结果没想到连带效应这么大,周二被迫贬2%,然后央行周二又不得不再
次入场干预汇率,买进RMB,来维持汇率。
等于承认自己周一贬值没考虑周到,是不成熟的决定。这让国际市场以后怎么信任中国
央行和人民币?
贬可以,但是要慢慢来,一下这么激进没有任何好处。央行做决策的人太不专业了。 |
S**C 发帖数: 2964 | 2 You are a bit naïve to think PBoC that way, I think it is a well
thought out game plan, I was surprised a bit as such action is rather rare
from Chinese government agencies.
China wants to devalue RMB, but wants to have some sort of market-driven
cover, and PBoC does not want to RMB devalues too fast, it needs some
control over the devaluation process, yet PBoC does not want to use too much
USD reserve to support the RMB downtrend. Thus to intervene only at the
closing hour is a smart way to do.
PBoC can point to the fixing is based on last session close, which is market
driven, it can point to the band is widening, which is moving toward free
market. The market intervention was done by many central banks so nobody
point finger to China. China needs a cover and she is getting it. It is in
contrast with the mostly clumsy policy actions come from most Chinese
government agencies.
In many cases, it is not what you try to achieve, it is how you achieve it.
You achieve it with a cover, at the position that you can reasonably defend
yourself. Be a hypocrite, not a thug, although a hypocrite and thug may want
to achieve the same thing. |
c*****t 发帖数: 10738 | 3 央行现在处于非常尴尬的位置。贬值的预期是个潘多拉盒子,打开就很难关上。贬值的
预期会造成更多的资金外逃,引发更大贬值,又进一步加深贬值预期,最后完全失控。
其实我很惊讶央行敢于走出这一步,也可以想见情况严重到什么程度了。
much
market
【在 S**C 的大作中提到】![](/moin_static193/solenoid/img/up.png) : You are a bit naïve to think PBoC that way, I think it is a well : thought out game plan, I was surprised a bit as such action is rather rare : from Chinese government agencies. : China wants to devalue RMB, but wants to have some sort of market-driven : cover, and PBoC does not want to RMB devalues too fast, it needs some : control over the devaluation process, yet PBoC does not want to use too much : USD reserve to support the RMB downtrend. Thus to intervene only at the : closing hour is a smart way to do. : PBoC can point to the fixing is based on last session close, which is market : driven, it can point to the band is widening, which is moving toward free
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z*******g 发帖数: 2429 | 4 嗯。。。PBOC在下大棋,党在下大棋,最后胜利总归是党的。。。
much
market
【在 S**C 的大作中提到】![](/moin_static193/solenoid/img/up.png) : You are a bit naïve to think PBoC that way, I think it is a well : thought out game plan, I was surprised a bit as such action is rather rare : from Chinese government agencies. : China wants to devalue RMB, but wants to have some sort of market-driven : cover, and PBoC does not want to RMB devalues too fast, it needs some : control over the devaluation process, yet PBoC does not want to use too much : USD reserve to support the RMB downtrend. Thus to intervene only at the : closing hour is a smart way to do. : PBoC can point to the fixing is based on last session close, which is market : driven, it can point to the band is widening, which is moving toward free
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r*****t 发帖数: 2860 | 5 你写的这段英文简直是中国人英文写作的巅峰反面教材。
怎么读怎么觉得是Chienglish
much
market
【在 S**C 的大作中提到】![](/moin_static193/solenoid/img/up.png) : You are a bit naïve to think PBoC that way, I think it is a well : thought out game plan, I was surprised a bit as such action is rather rare : from Chinese government agencies. : China wants to devalue RMB, but wants to have some sort of market-driven : cover, and PBoC does not want to RMB devalues too fast, it needs some : control over the devaluation process, yet PBoC does not want to use too much : USD reserve to support the RMB downtrend. Thus to intervene only at the : closing hour is a smart way to do. : PBoC can point to the fixing is based on last session close, which is market : driven, it can point to the band is widening, which is moving toward free
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S**C 发帖数: 2964 | 6 Better than blunt one-off-and-done sudden devaluation, which is more than
probable to face consequences from other capitals given the weak economy
around the world.
【在 c*****t 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 央行现在处于非常尴尬的位置。贬值的预期是个潘多拉盒子,打开就很难关上。贬值的 : 预期会造成更多的资金外逃,引发更大贬值,又进一步加深贬值预期,最后完全失控。 : 其实我很惊讶央行敢于走出这一步,也可以想见情况严重到什么程度了。 : : much : market
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b********n 发帖数: 38600 | 7 I can't wait to hear Chuck Schumer say China is manipulating currencies
again. |
c*****t 发帖数: 10738 | 8 一次性大幅度贬值对阻止资金外逃是有利的。但是会触发恐慌,而土共现在最怕的就是
恐慌,所以没有可能。
【在 S**C 的大作中提到】![](/moin_static193/solenoid/img/up.png) : Better than blunt one-off-and-done sudden devaluation, which is more than : probable to face consequences from other capitals given the weak economy : around the world.
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W*******3 发帖数: 1204 | 9 这个论证了好几年, 媒体上放风也有半年了,有啥好尴尬的。
【在 c*****t 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 央行现在处于非常尴尬的位置。贬值的预期是个潘多拉盒子,打开就很难关上。贬值的 : 预期会造成更多的资金外逃,引发更大贬值,又进一步加深贬值预期,最后完全失控。 : 其实我很惊讶央行敢于走出这一步,也可以想见情况严重到什么程度了。 : : much : market
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S**C 发帖数: 2964 | 10 It doesn't mean the policy action will definitely succeed, it may still fail
at the end. But at the moment I consider it better one than no devaluation
which hurt economy, blunt one-off devaluation or fixing controlled
devaluation which will likely face consequences at capitals around the world.
【在 z*******g 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 嗯。。。PBOC在下大棋,党在下大棋,最后胜利总归是党的。。。 : : much : market
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l****p 发帖数: 27354 | 11 据说中国要帮助自己出口,贬值2%根本没有用,需要起码20%。但如果20%-30%的话,人
民币成为国际货币的目标近几年内就不要考虑了。
【在 c*****t 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 央行现在处于非常尴尬的位置。贬值的预期是个潘多拉盒子,打开就很难关上。贬值的 : 预期会造成更多的资金外逃,引发更大贬值,又进一步加深贬值预期,最后完全失控。 : 其实我很惊讶央行敢于走出这一步,也可以想见情况严重到什么程度了。 : : much : market
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k*l 发帖数: 2574 | 12 日元也是很快就跌了50%,咋没那么些人说来说去?瑞士法郎年初不再peg欧元,也不过
一天波动 |
e**n 发帖数: 184 | |
a****k 发帖数: 3457 | 14 恐怕不只是TG恐慌吧,再跌个10%老美就得想办法维稳了 |
B*Q 发帖数: 25729 | |
a****k 发帖数: 3457 | 16 这点贬值不算什么,
今年1月15日瑞士央行的声明让瑞士法郎对美元两天贬值20%,很多兑换商都来不起平仓
,眼看着爆仓破产。那才是今年汇市最大的波动。 |
d********1 发帖数: 2462 | 17 日元跌是美国默许的,目的也是为了牵制中国的经济和南海的动作,日本是美国国债的
最大还是第二大的持有者,而且,在跌之前,日本国内的制造业基本已经空洞化了;中
国和这些小国完全完全不是一个级别的。。反正我觉得央行太急躁了,不会都是一群
phd在操作吧
【在 k*l 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 日元也是很快就跌了50%,咋没那么些人说来说去?瑞士法郎年初不再peg欧元,也不过 : 一天波动
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g******l 发帖数: 5103 | 18 一次到位没啥不好,不给投机和套利的人兴风作浪的机会
【在 z*******g 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 周一主动贬2%,结果没想到连带效应这么大,周二被迫贬2%,然后央行周二又不得不再 : 次入场干预汇率,买进RMB,来维持汇率。 : 等于承认自己周一贬值没考虑周到,是不成熟的决定。这让国际市场以后怎么信任中国 : 央行和人民币? : 贬可以,但是要慢慢来,一下这么激进没有任何好处。央行做决策的人太不专业了。
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d**z 发帖数: 3577 | 19
因为后清对外胆怯窝囊,狗屁装家特多。
危机见事迟,考虑计划差,执行力差。
成事不足,败事有余,但用来骗P民足够。
洋对手一眼识破还加以利用,但不道破。
【在 k*l 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 日元也是很快就跌了50%,咋没那么些人说来说去?瑞士法郎年初不再peg欧元,也不过 : 一天波动
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d**z 发帖数: 3577 | 20
正解。 但如果后清内鬼买办预先通知洋爹,就完全废了。
其实关键是后清根本没真正有实战经验的高水平人才。
否则人民银行要像米联储那样每天对外插管吸血,易如反掌。
说到底,后清的最大问题就是人才问题,因此斗不过外敌。
长期搞愚民政策,结果没人才后自己也变成无能,自食恶果。
【在 g******l 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 一次到位没啥不好,不给投机和套利的人兴风作浪的机会
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L***6 发帖数: 8307 | 21 Be a hypocrite, not a thug, although a hypocrite and thug may want
to achieve the same thing.
well said |
L***6 发帖数: 8307 | 22 你说错了 是和欧元脱钩 对欧元一天巨量升值
【在 a****k 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 这点贬值不算什么, : 今年1月15日瑞士央行的声明让瑞士法郎对美元两天贬值20%,很多兑换商都来不起平仓 : ,眼看着爆仓破产。那才是今年汇市最大的波动。
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L***6 发帖数: 8307 | 23 人才没有血缘关系 人家不敢用 这就是家族至上的劣等文明的短板
【在 d**z 的大作中提到】![](/moin_static193/solenoid/img/up.png) : : 正解。 但如果后清内鬼买办预先通知洋爹,就完全废了。 : 其实关键是后清根本没真正有实战经验的高水平人才。 : 否则人民银行要像米联储那样每天对外插管吸血,易如反掌。 : 说到底,后清的最大问题就是人才问题,因此斗不过外敌。 : 长期搞愚民政策,结果没人才后自己也变成无能,自食恶果。
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f**********n 发帖数: 3081 | 24 我怎么觉得人家写的不错。你给润色一样,我们也学习学习高水平?
【在 r*****t 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 你写的这段英文简直是中国人英文写作的巅峰反面教材。 : 怎么读怎么觉得是Chienglish : : much : market
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x****o 发帖数: 29677 | |
y***o 发帖数: 1853 | 26 re 如果慢慢编制,大家看到趋势,投机的很多。必须要一次性没有前兆的编制。
【在 g******l 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 一次到位没啥不好,不给投机和套利的人兴风作浪的机会
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R*****D 发帖数: 153 | 27 汗,我还觉得写的很好的英语呢。
【在 r*****t 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 你写的这段英文简直是中国人英文写作的巅峰反面教材。 : 怎么读怎么觉得是Chienglish : : much : market
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f**********n 发帖数: 3081 | 28 写的是不错,那个品论是酸腐文人的一贯做法,让他来两句英文,他就哑巴了。
【在 R*****D 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 汗,我还觉得写的很好的英语呢。
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