每日更新 - 让交易游戏开始.. The Daily Update - Let the trade games begin...

本周,政治,经济,技术和商业名人聚集在达沃斯世界经济论坛。今年迄今为止与以往的峰会截然不同,因为2017年(迄今为止)的两个最大事件,即英国退欧和即将对贸易不利的美国政府,反对达沃斯作为全球解决问题智囊团所代表的含义。今年,美国避开了每年的全球之旅,当选总统没有发表官方演讲。

有趣的是,这是中国主席在“全球精英”发表讲话的第一年,说来奇怪,经济全球化和自由贸易在习近平议程上得到高度重视。习近平在星期二登上中心舞台,清楚地表明中国反对贸易保护主义:“各国应该在更广泛的背景下看待自己的利益,不应牺牲别人的利益追求自己的利益”补充说“每当我们遇到风暴或我们永远不会到达对岸时,我们不应该选择退缩海港。” 虽然没有提到任何名字,中国主席说,“困扰世界的问题不是全球化造成的,” 后来强调道,“没有人会成为贸易战争的赢家…中国将保持开放”,并补充希望其他国家将互动,“并保持一个公平的竞争环境”。

美国商务部长候选人威尔伯·罗斯迅速回击说,中国是“最具保护主义”的主要经济体;实际上就是在说,北京应该实践它的宣传。之后,在评论中,他说他将解决美国前政府与中国和墨西哥合作的“愚蠢贸易”交易;同时称着奥巴马的跨太平洋伙伴关系协议是一个‘可怕的交易’。 同时,中国商务部发言人孙继文表示中国不打算玩贸易游戏,而是希望与美国合作,两个国家可以期待“通过对话和谈判”解决问题。阿里巴巴的马云也希望看到中国和美国和睦相处,说他想给特朗普更多的时间,并补充道“他思维是开放的,他会听的。” 他强调世界上两个最大的经济体相互垮台的可怕后果,表示他愿意放弃自己的公司以阻止这种事情发生。

习近平本周响应了中国决策者们一再重申的言论,表示他们不希望人民币贬值,使出口更具竞争力。相反他们的意图是管理对最近扩张的中国外汇交易中心货币篮子的回扣;其中美元是一个很大的组成部分。非制造业活动占中国国内生产总值的一半以上,因此,为什么中国进行经济改革旨在实现更具可持续性,以消费为主导的经济增长之后,希望货币疲弱;这是一个反问句。在撰写本报告时,离岸人民币今年迄今为止兑美元升值超过1.9%,兑英镑已超过2%。

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