1.原文連結(必須檢附):
http://goo.gl/MkqACc
2.原文內容:
U.S. officials are generally cautious about intervening in European policy
debates. The European Union is, after all, an economic superpower in its own
right — far too big and rich for America to have much direct influence —
led by sophisticated people who should be able to manage their own affairs.
So it’s startling to learn that Jacob Lew, the Treasury secretary, recently
warned Europeans that they had better settle the Greek situation soon, lest
there be a destructive “accident.”
以下略,連結是完整的克魯曼專欄,可以連過去慢慢看
3.心得/評論(必需填寫):
1.克魯曼認為現在希臘與國際債權方彼此失去信任,雙方皆像一戰前夕般不希望躲開戰爭
,反而認為像戰爭前般的心態,只要希臘退出歐元,所有債務問題就會一併解除。
2.克魯曼認為,希臘退出歐元即可把所有問題解決是極端危險又天真的認知,包括
西班牙、義大利跟葡萄牙也都有債務問題,極可能產生外溢效果,最後導致其他國家
對歐元的不信任
3.我自己認為希臘退出歐元區是避不開的了,這會造成歐元區破壞式的創新,促使歐元區
進一步的完成財政整合,是必要之惡。
4.最後一點,當然是林杯早就空單滿倉!!!所有空單之外的資產轉成美金並買進美指ETF
停留。
退出!~讓小弟我爽到靠杯一下,可~以~嗎~?
P.S. http://www.tradingeconomics.com/greece/government-bond-yield
補個希臘10年公債殖利率,讓大家對於實際情況能更有個底~