每日新闻更新 — 使世界去美元化 The Daily Update – De-dollarising the world

欧盟昨日公布了通过加强欧元的国际地位来挑战美元对全球市场的依赖的计划,以更远的眼光看待世界经济的“去美元化”问题。欧盟经济事务专员皮埃尔·莫斯科维奇(Pierre Moscovici)在发布会上认为,“在全球经济中更广泛地使用欧元,可以更好地保护欧洲公民和公司免受外部冲击,并使国际金融和货币体系更具弹性”。

有多种原因促使欧盟希望看到欧元能够对抗美元,包括能够实施一项更加独立的外交政策,而该政策可以在全球范围内减少美元制裁而带来的风险。之前,美国威胁要制裁那些在特朗普政府从它那一端退出协议后(最近俄罗斯和中国也重申了他们对核协议的承诺)仍然和伊朗有贸易联系的银行、公司甚至个人董事,这将有助于欧盟维持其在伊朗核协议中这一端谈判的角色。其他提议的措施包括在欧盟成员国和第三方供应商之间在订立能源合同时使用欧元,以及拥有以欧元计价的原油价格基准。加上在外汇市场进一步发展欧元的可能性,这将与计划中的全系列的值得信赖的利率基准有着密切的关系。

然而,有人警告说,尽管这些提案的意图是好的,却面临着重大的障碍。在一项配合该计划而同时发布的指南中,欧洲改革中心(CER)在承认特朗普政府“将经济政策武器化”的同时警告说,这些计划会遇到来自欧盟内部和外部的抵制。欧洲改革中心告诫说,“这种让欧元在全球市场中发挥更大作用的雄心壮志会面临巨大的经济和政治障碍。不仅美元在世界经济中的作用已经根深蒂固,而给加强欧元地位带来所必需的条件的政策变化 — 充足的欧洲安全资产供应和承认其全球责任的欧洲中央银行(ECB) — 会遇到激烈的抵抗,特别是在柏林。同样,全球对欧元需求增加的后果将挑战欧元区的一些核心政策”。

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