美元贬值，美国受益

tracy

美元贬值，受益的是美国。美元贬值，商品大涨，尤其石油，原材料。这些是制造业所需物品，谁是制造业？中国，世界工厂也。所以，通胀对美国影响并不大，而对美国的强对手--中国确影响深远。别看中国现在歌舞升平，热钱流入，推高物价，人家转身就走，什么都不需要生产就能把负债减少再减少。等钱回来的差不多了，来个加息。美国就又变成第一大国了。所以，美国会任由美元贬值的。趁回调，买入石油是首选。黄金嘛，政治因素太多，怡情好了。

煮雪

贬得太快，怎么提振消费？你美元贬，人家不会跟着贬哦，看谁撑得住。

AGA7d

Dollar devaluation is associated with inflation, which results additional capital outflow. So the economy will suffer accordingly.

So you don't want to see a gradual devaluation of USD, but a quick slide then stabilize. The 'shock therapy' sure is gonna have bad side effects - but is there another way out that is less painful?

AGA7d

Also on the conspiracy theory that China is tricked - check this thread:

http://seekingalpha.com/article/ ... ne?source=commenter

牛二买刀

一崩了，就什么问题都解决了。