James Rickards : FRB の利上げは当分ありえない。なぜなら…

はじめに:

・…株価が急落する恐れがあるから。



抜粋:
---
In this, there is a problem.

The problem the Fed has is that they have created asset bubbles in stocks and real estate with almost 8 years (three rounds) worth of quantitative easing. Those factors coupled with a 0% interest rate policy that continues at extraordinarily lower rates.

They have created asset bubbles. Now the asset bubbles are at the point where the bubbles might burst. The stock market could go down. It went down 11% in January, early February of 2016. It went down 11% August 2015. We’ve seen 2 episodes of more than 10% corrections in the last 13 months.

The market’s clearly vulnerable and some of the volatility factors could easily go down 10-20% with one swoop.

Certainly a rate hike, which I think is completely off the table for the foreseeable future, would be just the thing to take the stock market down 20%.
--- http://dailyreckoning.com/inside-the-fed-tool-kit/

(2016-09-19)
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