In this era, financial wars do not stop for a minute, and the only country that colonizes the world with finance is the United States, and the mode of financial war is very simple.
First of all, the United States QE or QE-like, that is, the dollar is weak or increases the dollar, in the case of the North American economy is not good, the dollar flows out of North America normally, into other economies, out of the goal of chasing profits, the outflow of dollars will choose those economies with good prospects.
When these economies that accept the inflow of dollars are expanded, the United States, which has a very thick foundation, will say that it is too hard to hold on, so it will choose the right time, end QE, and let the dollar return to strength, so that the dollar will flow back to North America, and the inflationary pressure in other economies will increase, and economic growth will be affected.
For example, the South American economic miracle was shattered, and the euro and the Asian financial crisis were some cases, and the outflow of funds was too fast and excessive, which directly led to economic collapse or semi-collapse.
At this time, a new round of financial war began, North America is prosperous, and other economies with more or less problems elsewhere, those areas where inflation is too strong, the dollar can be strong to buy the bottom, and when there is too much money to buy the bottom, it is a new round of dollar weakness.
Then there is the weakness of the dollar, the strength of the dollar, the weakness of the dollar, such waves of shocks, and the strong and weak buttons are in the hands of the United States, Uncle Sam relies on the hegemony of the dollar, treats the whole world as a financial colony, harvests for decades, and tries and tried.
There is another place in which other countries are helpless, that is, the dollar can maintain its hegemony because it is under the protection of the US military.
The Latin American economic miracle, the Federal Reserve raised interest rates, the Argentine peso was close to collapse, the Falklands War broke out, the Argentine economy collapsed, and the Latin American financial crisis.
The United States has cut interest rates 24 times in three years, the Asian Economic Exhibition, the rise of the Asian Tigers, the US dollar interest rate hike, hundreds of hedge funds in North America have defeated the Asia-Pacific region, and the Asian financial crisis has exploded.
After that, the euro took the opportunity to be born, challenged the status of the dollar, the Kosovo war broke out, the euro fell by 3o and broke directly, 2ooo billion of the nearly trillion US dollars were stranded on Hong Kong Island, the United States blew up the Chinese embassy, and all the hot money flowed back to North America.
The war in Afghanistan, the subprime mortgage crisis, the European debt crisis, the Chinese stock market crash and a series of other things, people in the financial circle know what is related to them, and everyone has accumulated rich experience, that is, they are powerless to do anything about the overall situation.
Unless you can defeat the U.S. military, you can't defeat the dollar, and in a cycle from the U.S. dollar to the rate hike, what the international financial institutions have to do is to guess the movements of the United States, and then make money along with it, or in other words, it can be called "snatching chips and interests from the United States."
This is where the grievances lie, you can only make the United States earn a little less, but you can't make the United States not earn, as for the benefits you earn, you can make up for your own country's economic losses, that is, earn, if you can't make up for it, you will be harvested by the United States.
For a country, I have 1 trillion yuan, originally 100 billion yuan for each of the ten financial institutions, and after a reincarnation, it is 8120 billion, and I lost 4oo billion.
For financial institutions, if I can change myself from 100 billion to 120 billion, I will make 20 billion, and this is a conflict of interest between the individual and the country.
Just like Thunder and Yajintou, if the dollar must rise, Lei Hao's most appropriate approach is to increase US dollar assets, but if the RMB depreciates too much while the US dollar appreciates, then some of the US dollar assets he has increased are the US dollars sold by the People's Bank of China in order to stabilize the RMB exchange rate, and Lei Hao will be an obstacle to the stability of the RMB exchange rate.
"If you don't do this, what can you do" When he pushed open the door of the conference room, Lei Hao sighed silently in his heart, after the dollar was strong, Thunder and Yajin Investment could also be said to be a "normal" financial institution that added fuel to the fire. orng。
” "Good morning, Ray."
On Monday morning, meetings are the norm for financial institution executives, and at this moment, a group of executives are sitting in the conference room of the Asian Financial Investment Corporation.
In the past few months, the people in power of Yajin Investment, except for the investment elite of Thunder, the rest are all with the dual identity of directors and directors, and the positions of department managers are more small leaders who implement the decisions of the high-level.
"Everyone, everyone is here, can we start the meeting in advance Personal feeling, today's meeting" walked to his own position, Lei Hao did not sit down, but raised his eyebrows, and said meaningfully: "It will be longer." ” The Fed's interest rate hike expectations are gradually rising, the dollar has been strong for two months, and it will continue to rush upward, what does this mean, everyone here is very clear, for Lei Hao's words, of course, everyone has no intention of refutating, they all nodded, and then looked at Lei Hao in the middle of the conference room.
Before the meeting, Ye Liu took a stack of materials, stood up, and began to make a report based on the data.
At the same time, all over the world, undercurrents are surging.
"If we want to say no to the dollar, first, we need to have an institution stand up, Great Britain is the right one, the euro area can't afford the dollar with an index of more than 100, we need to let that group of damn financial institutions stand up and take a stand" UK, London, at the round table, the old-school John Bull who has not forgotten the glory of the sun never sets, has a kind of blushing and thick neck.
"The dollar stopped at 99 and showed a weak downward trend, which is in line with the economic rules, believe me, the dollar can't afford a lot of selling, as long as we dare, things will not be irreparable, how many reincarnations, every time we endure it, we don't have time to turn around" Some of the top leaders in Germany are also very dissatisfied.
"In the economic field, Europe, China, and the Asia-Pacific region will keep up, and in the military field, Russia will not sit idly by and watch the United States do whatever it wants, and the world's accumulated counterattack will be very strong, and France can win the leadership position."
In Paris, France, a lot of people want to be Napoleon in the financial circle.
In addition to competitors, America's allies are also thinking strangely, and when China, Britain and other countries sell dollar assets, it is always Japan, a group of American allies, who take the blame, and they are also unbearable.
Although there is a strong expectation of a US dollar interest rate hike now, from a financial point of view, Japan would rather sell the dollar if it could, and let Uncle Sam suffer a wave of bad consequences, of course, they just think about it.
Decades of financial colonization have made the dollar invincible, but people in the financial circle know very well that the counterattack accumulated in the circle is very strong, and as long as everyone finds an opportunity, the United States will be hurt.
However, if the movement is small, the US military will come out to protect the dollar, and if the movement is small, the dollar can protect the US military, and the hegemony is not said with the mouth, looking at the whole world, who dares to be the first bird Even if someone makes the first bird, who dares to keep up, the variable is too big, and no one dares to follow.
It was precisely because of the impossibility that when Lei Hao said his next direction of operation, there was a dead silence in the conference room.
"I think the dollar has reached a technical high, and I also think that fundamentals can't resist the attack of the technicals," Lei Hao said with strong confidence: "We should short the dollar":