相比广场协议,“海湖庄园协议”的内核更为广泛,不仅涉及美元贬值,还可能涉及债务重组、主权财富基金的建立、国防支出的重新分配等更措施。关于美债重组,一种方法是将部分美国国债转换为100 年期、不可交易的零息债券。如果这些国家需要快速获得现金,美联储可以通过贷款工具暂时向他们提供现金。一场国际金融秩序重构的线索,正悄然体现在最近日元的迅猛升值中。本周,日元兑美元一度升至148.5左右,创下去年10月...
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