Project Kunpeng isn't on the table, it's on the menu. It can be said that the United States has already made its cards clear. And Blinken's premise is to tell countries that the butcher's knife of the dollar tide is about to fall。In the end, who eats meat and who will be eaten depends on the sides of each country. And we all know that the pre-dawn is the most dangerous and darkest time.
And now that the U.S. interest rate cut is ready to move, is it a global harvest or the United States itself can't bear it? And interest rate cuts have never been the goalThe purpose is to remedy and reap, and who will be in danger this time? The United States has repeatedly hinted to us that the delay in China's interest rate cut and the U.S. interest rate cut this time means that the crisis has begun to spread? How should we respond to the financial harvest in the United States? Will the door of finance be reopened?
The beginning of the crisis is when interest rates are cut
I thought that the interest rate cut was to save the market, but in fact, the interest rate cut was just to harvest or be harvested. And now the US interest rate cut is approaching, which means that the drama around the tidal harvest of the dollar is finally ready to end.
As we all know, the subprime mortgage crisis in the United States has always been thought to have occurred in 2008, but the end of the US interest rate hike cycle was June 2006, that is, at the peak of the interest rate hike cycle, the crisis did not erupt.
The timeline of the outbreak has been buried from this moment, and the time of the subprime mortgage rate cut in the United States was in September 07, and the time when we felt the cold winter was in 08, that is, after the outbreak of the Lehman crisis.
So here we can see that there will actually be a period of calm between the start of interest rate cuts in the United States and the general outbreak of the crisis, and this is the moment to listen to the thunder in silence.
And if we look back at what are the similarities between the present and the past?
Now interest rates in the United States have reached a high point, and inflation CPI has gradually approached a low level, from the bankruptcy of Silicon Valley Bank last year to the huge loss of about 800 billion in the Federal Reserve, these are all tellingA crisis is already brewing in the United States.
As for why the United States has been delaying in cutting interest rates, it is because the United States feels that it can still bear it, and the outside will always fall before the United States.
And we all know that there is a time lag between the United States and other countries in raising and cutting interest rates, and here is the essence of the American harvest.
Now the United States is still asking Japan to raise interest rates, thereby raising global financing costs, to blow up global assets**, and finally the United States cut interest rates to complete the harvest.
So what we're seeing now is a period of time in the United States waiting for the harvest.
And we can understand why the United States personally replaced the top management of Japan, Blinken blatantly said that sentence this time, not at the table, but on the menuBecause the United States has already prepared the menu, it is nothing more than a matter of adding a few dishes.
And since last year, it has been clear that the United States is preparing for a harvest.
At the moment when the global economy is relatively weak, it has ushered in a grand occasion, that is, the countries and regions represented by Japan, India and Europe have ushered in a wave of skyrocketing, almost all of them are hitting new highs, while their economic scale is shrinking, so to speak, this is preparing for the harvest.
Of course, in addition to these countries, the United States also fought against us last year, such as the downgrade of China's credit rating by Western blocs, and the disfavor of various capital groups on us, etc., and if you were in ** at the end of last year, you could deeply feel a cold winter, and behind these are actually the shadow of the West.
It can be said that they are preparing for the future harvest and making a rehearsal.
This year, the United States, which was supposed to cut interest rates in March, suddenly changed its style and continued to maintain high interest rates, while the road to interest rate cuts has been delayed.
And we all know that there must be a demon when things go wrong, and the sudden turn of the United States seems to indicate that the United States is preparing for a big harvest.
How should our country respond?
The harvest of the dollar tide has been prepared for a long time, and what we can do is to try to protect our assets from being harvested in this storm, and all this we need to complete before the US rate cut.
In fact, as early as two days ago, some relevant experts stood up to remind us that we must guard against the rapid entry and exit of US financial capital in the Chinese market, so as to complete the harvest. Suffice it to say, this has been said quite bluntly.
And she also mentioned that we should especially prevent large-scale domestic and foreign speculation of our high-quality assets and stirring up trouble in our ** after the US interest rate cut.
Therefore, it seems that dollar capital can help many developing countries to complete the accumulation of initial industrialization, but their essence is not to let you complete industrialization, but to harvest you through the combination of internal and external capital when you are most dangerous.
In the past, Latin America and later Southeast Asia experienced the financing of Western primitive capital, and then the West provided markets to exchange capital for free entry and exit, and then the developing countries accumulated a certain amount of assetsIn the West, interest rates are raised to raise financing costs, and then tariffs and other means are suppressed, resulting in a rapid surge in debt, a decline in exports, and finally capital flight.
And when the United States cuts interest rates, Western capital will take a large amount of dollars into a large number of high-quality assets in developing countries, thereby plundering the wealth accumulated by developing countries. And today's scene is slowly unfolding again.
In the last few months, we saw that our offshore market had huge fluctuations, and then the major Western ** began to be optimistic about our economic expectations, and even short-selling, so to speakThis ** war has already begun, and this financial war is slowly reaching its climax.
And we all know that the US interest rate cut will be followed by the time when the crisis will always erupt, and it will also be the most dangerous time. And now that interest rate cuts are on the way, although the Fed has been emphasizing that it will not be too soon, when the Fed changes face, it will come faster than anyone else.
And this reminds us that the total showdown of this financial war is about to begin.
And we all know very well that the U.S. national debt hole is $34 trillion, and that there are only a handful of countries that can fill it, and we may be on the American menu.
After all, the United States has already started to act against Europe, and even against Japan.
As the main adversary of the United States, how can the United States easily let it go? So, in this way, we will not be bystanders as we have in the past, but more of a participant. Therefore, before that, we must achieve stability, and at the same time, we must clean up some internal capital to prevent internal and external linkage.
Therefore, to sum up, we are still relatively weak in the face of US finance, and what we can do is to prepare in advance, after all, building a high wall and accumulating grain is the king, not to mention that India is already preparing.