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修复了次贷危机创伤的美国经济,虽然尚有不稳定因素,但已走出了萧条,处于即将进入复苏阶段的转折点。美国经济修复预示着主要金融资产和商品价格的逆转,零利率时代成为过去,贵金属、贱金属和其他大宗商品价格将会发生调整,但由于复苏动力的不确定性,调整会有反复,波动率加大。美国经济修复还会对主要经济体形成冲击,人民币汇率和资产价格将面临重估压力。从积极的方面看,美国经济修复或许会成为倒逼我国加快改革的契机。
The U.S. economy, which has repaired the traumatic subprime mortgage crisis, has been out of the recession and is at a turning point just before the recovery stage, although there are still some unstable factors. The economic recovery in the United States heralds the reversal of the prices of major financial assets and commodities. As the zero-interest rate era has passed, the prices of precious metals, base metals and other commodities will be adjusted. However, due to the uncertainty of the recovery momentum, the adjustment will be repeated and the volatility Increase. The U.S. economic recovery will also have an impact on major economies and the RMB exchange rate and asset prices will face revaluation pressures. On the positive side, the economic restoration of the United States may turn into an opportunity for our country to speed up the reform.