黃金即將迎來最黑暗的日子
????另外,即使敘利亞陽奉陰違,美國國會(huì)是否會(huì)投票支持軍事行動(dòng)仍是未知之?dāng)?shù)。 ????新一次債務(wù)上限可能不會(huì)引起市場(chǎng)波動(dòng) ????我們還要考慮另一場(chǎng)可能影響黃金走勢(shì)的危機(jī):債務(wù)上限。 ????美國人都記得,自2011年以來已經(jīng)出現(xiàn)兩次債務(wù)上限。第一次幾乎令美國經(jīng)濟(jì)陷入災(zāi)難,所有主要評(píng)級(jí)機(jī)構(gòu)都下調(diào)了美國3A級(jí)別的主權(quán)評(píng)級(jí)。這個(gè)問題通過削減1萬億美元可自由支配開支、同時(shí)結(jié)合預(yù)算封存得到解決。第二次發(fā)生在奧巴馬連任之后不久,跟第一次一樣,共和黨和民主黨達(dá)成協(xié)議,再次提高了債務(wù)上限。 ????今年10月中旬,美國又將迎來新一次債務(wù)上限。由于之前的債務(wù)上限問題最終都得到了解決,因此,在第三次債務(wù)上限的辯論過程中,市場(chǎng)很有可能不會(huì)出現(xiàn)波動(dòng)。果真如此,黃金的下行壓力還會(huì)延續(xù)。不過,當(dāng)然還有一種可能性,新一次債務(wù)上限問題出現(xiàn)不同的局面:共和黨人說,他們只有在預(yù)算讓步的情況下才會(huì)同意提高債務(wù)上限,而奧巴馬政府則表示不會(huì)做任何讓步。 ????最終,兩黨很有可能會(huì)讓步。但正如《華盛頓郵報(bào)》( Washington Post)的以斯拉?克萊恩所指出的,現(xiàn)在讓他恐慌的是:“沒有人可以告訴我,在我們債務(wù)違約之前,兩黨中的一方或雙方的立場(chǎng)將發(fā)生什么樣的變化?!?/p> ????這種不確定性可能會(huì)金價(jià)走高,但它還沒有,至少目前來說是這樣。(財(cái)富中文網(wǎng)) |
????And even if the offer isn't serious, it's uncertain if Congress would vote for military action. ????Another debt ceiling debate could be a snooze ????There's another crisis to consider that could sway the direction of gold: The debt ceiling. ????As Americans will recall, there has been not one deadline -- but two -- since 2011. The first almost pushed the economy into catastrophe, with a major ratings agency taking the nation's stellar triple A rating away. The issue was resolved through $1 trillion in discretionary spending cuts combined with sequestration. The second one followed shortly after Obama's re-election, and like the first one, Republicans and Democrats came to an agreement; the debt ceiling was raised. ????Come mid-October, the nation will approach another deadline. It's likely that the market might snooze through the third debt ceiling debate, as the previous ones were ultimately resolved. That would keep downward pressure on gold, but there is of course a possibility that the latest debt ceiling drama may turn out differently: Republicans say they will raise the debt ceiling only in return for budget concessions, while the Obama administration says it won't offer any. ????Eventually, either side will likely budge, but as the Washington Post's Ezra Klein points out, what alarms him now is that "no one can tell me how one or both of those positions will change before we breach the ceiling." ????That uncertainty may send gold higher, but it hasn't, at least not so far. |