저자: JimRogers · 외국인
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짐 로저스는 미국 달러의 기축통화 지위가 약화되고 있으며, 향후 수년 내 금·비트코인 등 대체 자산이 부상할 것이라고 주장한다. 달러 패권 약화 근거: 미국 국가부채가 26.73조 달러로 세계 최대 채무국이며, 미·중 갈등·정치 불확실성으로 달러 신뢰가 흔들린다고 봄. 영국 파운드·네덜란드 길더의 사례처럼 기축통화도 교체될 수 있다고 강조. 단기 전망: 올해 대선 전후 혼란이 지나면 달러가 한 번 더 반등할 수 있으나, 이것이 달러의 마지막 상승이 될 것이라고 봄. 달러 하락 시 금 가격 급등 가능성 언급. 중국 미국채 매도: 중국이 미국채 보유를 1조 달러에서 8000억 달러로 줄일 수 있다는 관측을 인용. 중국의 미국채 매도는 달러를 파는 행위이므로 위안화 강세로 이어진다고 설명. 위안화 강세는 이미 진행 중이라고 봄. 비트코인: 일부 투자자는 비트코인을 적합한 자산으로 보지만, 로저스는 정부가 암호화폐의 성장을 허용하지 않을 것이라며 회의적 입장. 증시 리스크: 연준이 금리를 이미 낮출 만큼 낮췄고 양적완화에도 한계가 있으며, 재정정책은 정치적 교착으로 멈춰 있어 증시 폭락 가능성이 있다고 경고. 대응 전략: 투자 논리가 훼손된 종목은 매도하고, 현금을 비축해 조정 시 분할 매수. S&P500은 지난 70년간 10% 이상 조정이 38번 있었으나 모두 회복됐다는 점을 근거로 장기 투자 시 조정을 기회로 활용. 승자 종목 추가 매수 권장. 출연자 전망 요약: 달러는 단기 반등 후 장기 약세, 금·위안화 강세, 증시는 추가 하락 리스크 존재.
다듬은 글
jim rogers predicts end of dollar dominance as u.s china tensions escalate renowned investor jim rogers believes that the us greenback dominance is coming to and quit as the tensions between the us and china mount the developing country-wide debt the protests and the political uncertainty surrounding the presidential election and international locations searching for a usd choice in various sanctions will take a toll on the dollar he explained jim rogers discusses end of usd dominance jim rogers shared his view on the stop of the united states dollar dominance in an interview with rt booklet saturday factoring in current world events he co-founded the quantum fund in 1973 with billionaire investor george soros which used to be regarded one of the most profitable hedge dollars in its heyday firstly rajas defined that the us is now the biggest debtor kingdom in the record of the world and is getting greater and greater each and every day emphasizing that it will take a toll on the dollar the united states countrywide debt is presently extra than 26.73 trillion dollars the veteran investor opined traditionally the united states dollar has been the soundest currency in the world but tradition changes the united states dollars come into its century or so of dominance and something else will replace it the funding guru pointed to the examples of the british pound and dutch gilda noting that each have been until now regarded the most dependable courtesies according to rajas the greenback should nonetheless exhibit electricity subsequent 12 months as soon as the modern turmoil in the u.s is over such as the protests and the november presidential election however it delivered that it will probably be the dollar's final shot reiterating his stance that the greenback is simply a few years away from dropping its dominance some analysts have envisioned that the presidential election effect should fall down the u.s greenback and ship the expanses of gold and bitcoin skyrocketing meanwhile the world's second largest american debt holder china is planning to reduce its u.s debt holdings as tensions with washington escalate chinese state-run newspaper the global times reported experts in beijing counted china to minimize its u.s debt holdings via 20 from 1 trillion to 800 billion the paper in addition warns that it may want to even sell all of it united states bonds in a severe case like a navy conflict rajas emphasized that china lowering american debt will put stress on u.s activity rates including that they should be going up from the chinese standpoint the famed investor stated that it's a clever monetary and funding move one that will enhance with chinese yuan which he stated has already been occurring for quite a few weeks raja's elaborated if they sell u.s debt they sell dollars therefore their currency goes higher in addition various international locations have already commenced searching for a choice for money to the us greenback due to the contemporary turbulence in the us and the trump administration's heart overseas policies while these plans are in all likelihood underway in beijing rajas believes that the trump administration will downplay his threat you know trump thinks he's smarter than everybody in the world so they will probably do anything they favor to do and think don't fear with washington and we can take care of it he used to be courted as saying this is now not the first time rogers has warned about the us greenback losing its dominance he additional warned about the usd dropping its world reserve foreign money status as did goldman sachs last month the investor additionally envisioned that the worst monetary downturn in his lifetime is coming meanwhile morgan stanley currently estimated that the chinese u.n will come to be the world's third largest reserve forex inside 10 years and quite a few analysts are waiting the u.s greenback to crash a developing variety of buyers now say bitcoin is appropriate funding for this environment however rajas believes that governments will no longer let cryptocurrency flourish the fed runs out of firepower finally it is very viable we will see the inventory market roll over when the federal reserve runs out of firepower which in my view might also have already happened the fed has taken its federal money fee as low as it is inclined to go and has pledged limitless quantitative easing to shore up the markets and hold long-term landing costs down but there may be solely so a good deal the fed can do and fiscal coverage has been at a stand still over ideological disagreements between democrats and republicans on capitol hill what to do if the inventory market crashes again all of these elements endorse a second inventory market crash may also be coming should some other large downdraft arrive walking for the hills isn't always what you will desire to do rather reflect on consideration on making the following three moves as is your funding thesis first of all take the time to reassess your preliminary funding thesis in the shares you hold in different words stroll over back through the motives you sold into a agency in the first location and make positive these motives nonetheless keep true it must be cited that you do not want the danger of a manageable inventory market crash as a motivator to do this examine your portfolio each and every so frequently and think about promoting organizations that have damaged your preliminary funding thesis have dry powder at the ready secondly you may choose to have money at the prepared to installation all through an inventory market crash or correction keep in thought that there have been 38 corrections of at least 10 percent in the s p 500 over the previous 70 years and each and every single one of these full-size strikes decrease as sooner or later being erased by means of a bull market rally as lengthy as your intention is to remain invested for the lengthy whole having money at the equipped throughout the inventory market crash is a lovely thing continue to add your winners lastly it is an specifically clever notion to use inventory market crashes as possibilities to add to your winners though it can be tempting to come down on corporations that have struggled the reality is that winners generally hold winning target corporations that have simple and hopefully sustainable aggressive blessings throughout durations of panic and heightened volatility most of idea comment information and criticism containing in these videos have been created by daily news report before making any important investment decision use the information contained in these videos as a starting point for conducting your own research if you make any investment or legal decision it is wise to consult an expert before making this decision
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