德国三位部长联合谴责日本挑起“货币战争”的行径

来源:百度文库 编辑:超级军网 时间:2024/04/29 05:33:52
德国素与日本有长久以来的亲密关系,至少在过去的世界大战都是如此。虽然彼此的合作往往都落入了失败的那一方。而今天出现的一则消息却让人大吃一惊:今日早前德国高级官员Michael Meister成为连续第三个德国官员公开指责同是出口大国——日本 所挑起的货币战争(虽然日本由于它的政治误判,造成占日本总出口份额的20%的对华出口瞬间瓦解,以至于日本首次成了贸易逆差国,不过至少名义上还算是出口导向的国家),以至让全世界面临贸易保护主义的威胁。长期从事日本经济研究的华尔街分析师Kyle Bass指出,如果日本一意孤行,结果就是一个:他的竞争者也会操纵汇率对着干。

由于欧洲内需的大量萎缩,消费信贷泡沫大量存在,德国靠出口欧洲邻国维持高出口的基本面已不存在,那么欧元就必须大贬以应对日本的公然放水。这甚至是拯救欧洲经济的唯一稻草。

今天的彭博社报道,德国三位官员在本周内连续炮轰日本的“放肆作为”。德国财政部长Wolfgang Schaeuble 本月指责日本是在显露他们在货币政策的“无知”。并在德国议会说日本的行为将给世界金融市场注入过量的流动性。德国央行行长Jens Weidmann 也同时指责安倍的行径是在把日元汇率政治化。

而日本的反应:当日宣布日元汇率无限量操作。而日本似乎认为其他国家会坐视日本为了自己的GDP不惜损害他国的利益。当然,也不排除日本真地认为和中国发生战争也能增长GDP.

Prime Minister Shinzo Abe’s move to invigorate exports by pushing the yen lower against competitors is “very worrying,” said Michael Meister, a senior member of Merkel’s Christian Democratic Union who is due to meet with government officials in Japan starting on Feb. 7. Germany will probably seek support from fellow G-20 nations to urge Japan to change its course, he said.



Meister is the third senior German official to take issue with Abe in a week. Finance Minister Wolfgang Schaeuble attacked Japan’s “false understanding” of monetary policy in a Jan. 16 speech to the lower house, saying it will pump “excessive liquidity” into global financial markets. Bundesbank President Jens Weidmann said in a speech in Frankfurt yesterday that Abe risked “politicizing” the yen’s exchange rate.



German discomfort at Japan’s monetary policy occurs at a critical juncture in the health of the euro-area economy, including that of its German motor. Merkel, who is seeking a third term at federal elections this fall, may have to fall back on German exports to help bolster economic growth that the government forecasts to be just 0.4 percent this year.



Germany, Europe’s biggest economy, whose exports are forecast to grow 2.8 percent this year from 4.1 percent in 2012, will probably seek the support of fellow Group of Eight and G-20 states to persuade Japan to rethink manipulating the yen’s exchange rate, said Meister.



Aside from a potential backlash from Japan’s G-20 partners, any economic gains from the policy may be short-lived as monetary steps to reflate the economy bring higher import prices, said Meister. “The Japanese economy’s real problems are structural and beg structural remedies, not tampering with the exchange rate,” he said.



Abe, sworn in as Japan’s prime minister on Dec. 26, has called on the Bank of Japan to unleash unlimited monetary easing and accept a higher central bank inflation target to help revive the world’s third-biggest economy. The yen rallied today after the Bank of Japan said it will wait a year to begin open-ended asset purchases. The yen has declined 12 percent in the past three months, leveraging its competitiveness against its main competitors.

德国表示将在即将到来的G20寻求各方协助,共同对日本施压。

http://www.businessweek.com/news ... l-ally-meister-says德国素与日本有长久以来的亲密关系,至少在过去的世界大战都是如此。虽然彼此的合作往往都落入了失败的那一方。而今天出现的一则消息却让人大吃一惊:今日早前德国高级官员Michael Meister成为连续第三个德国官员公开指责同是出口大国——日本 所挑起的货币战争(虽然日本由于它的政治误判,造成占日本总出口份额的20%的对华出口瞬间瓦解,以至于日本首次成了贸易逆差国,不过至少名义上还算是出口导向的国家),以至让全世界面临贸易保护主义的威胁。长期从事日本经济研究的华尔街分析师Kyle Bass指出,如果日本一意孤行,结果就是一个:他的竞争者也会操纵汇率对着干。

由于欧洲内需的大量萎缩,消费信贷泡沫大量存在,德国靠出口欧洲邻国维持高出口的基本面已不存在,那么欧元就必须大贬以应对日本的公然放水。这甚至是拯救欧洲经济的唯一稻草。

今天的彭博社报道,德国三位官员在本周内连续炮轰日本的“放肆作为”。德国财政部长Wolfgang Schaeuble 本月指责日本是在显露他们在货币政策的“无知”。并在德国议会说日本的行为将给世界金融市场注入过量的流动性。德国央行行长Jens Weidmann 也同时指责安倍的行径是在把日元汇率政治化。

而日本的反应:当日宣布日元汇率无限量操作。而日本似乎认为其他国家会坐视日本为了自己的GDP不惜损害他国的利益。当然,也不排除日本真地认为和中国发生战争也能增长GDP.

Prime Minister Shinzo Abe’s move to invigorate exports by pushing the yen lower against competitors is “very worrying,” said Michael Meister, a senior member of Merkel’s Christian Democratic Union who is due to meet with government officials in Japan starting on Feb. 7. Germany will probably seek support from fellow G-20 nations to urge Japan to change its course, he said.



Meister is the third senior German official to take issue with Abe in a week. Finance Minister Wolfgang Schaeuble attacked Japan’s “false understanding” of monetary policy in a Jan. 16 speech to the lower house, saying it will pump “excessive liquidity” into global financial markets. Bundesbank President Jens Weidmann said in a speech in Frankfurt yesterday that Abe risked “politicizing” the yen’s exchange rate.



German discomfort at Japan’s monetary policy occurs at a critical juncture in the health of the euro-area economy, including that of its German motor. Merkel, who is seeking a third term at federal elections this fall, may have to fall back on German exports to help bolster economic growth that the government forecasts to be just 0.4 percent this year.



Germany, Europe’s biggest economy, whose exports are forecast to grow 2.8 percent this year from 4.1 percent in 2012, will probably seek the support of fellow Group of Eight and G-20 states to persuade Japan to rethink manipulating the yen’s exchange rate, said Meister.



Aside from a potential backlash from Japan’s G-20 partners, any economic gains from the policy may be short-lived as monetary steps to reflate the economy bring higher import prices, said Meister. “The Japanese economy’s real problems are structural and beg structural remedies, not tampering with the exchange rate,” he said.



Abe, sworn in as Japan’s prime minister on Dec. 26, has called on the Bank of Japan to unleash unlimited monetary easing and accept a higher central bank inflation target to help revive the world’s third-biggest economy. The yen rallied today after the Bank of Japan said it will wait a year to begin open-ended asset purchases. The yen has declined 12 percent in the past three months, leveraging its competitiveness against its main competitors.

德国表示将在即将到来的G20寻求各方协助,共同对日本施压。

http://www.businessweek.com/news ... l-ally-meister-says
欧元从建立之初到现在,跌了多少啦?