Bill Gross : グローバル・エリート層の企んでいる 8段階のプラン

はじめに


・Bill Gross が公表した pdf 文書の中にタイトルの趣旨の皮肉めいた告発が記載されているので紹介する。

・累積債務危機が世界中で高まっているが、それを各国は以下の 8段階のプランで「解決」させようとする筈だ…という内容。

・なお、Trump の経済政策は下の 6~8 の各ステップに相当している、と。


How policymakers plan to solve a long-term global debt crisis:

1. As in Japan, the Eurozone, the U.S., and the UK, central banks bought/buy increasing amounts of government debt (QE), then rebate all interest to their Treasuries and eventually extend bond maturities. Someday they might even “forgive” the debt. Poof! It’s gone.

2. Keep interest rates artificially low to raise asset prices and bail out over-indebted zombie corporations and individuals. Extend and pretend.

3. Talk about “normalization” to maintain as steep a yield curve as possible to help financial institutions with long-term liabilities, but normalize very, very slowly using financial repression.

4. Liberalize accounting rules to make some potentially “bankrupt” insurance companies and pension funds appear solvent. Puerto Rico, anyone?

5. Downgrade or never mention the low interest rate burden on household savers. Suggest it is a problem that eventually will be resolved by the “market”.

6. Begin to emphasize “fiscal” as opposed to “monetary” policy, but never mention Keynes or significant increases in government deficit spending. Use the buzzwords of “infrastructure” spending and “lower taxes”. Everyone wants those potholes fixed, don’t they? Everyone wants lower taxes too!

7. Promote capitalism ? even though government controlled, near zero percent interest rates distort markets and ultimately corrupt capitalism as we once understood it. Reintroduce Laffer Curve logic to significantly lower corporate taxes. Foster hope. Discourage acknowledgement of abysmal productivity trends which are a critical test of an economic system’s effectiveness.

8. If you are a policymaker or politician, plan to eventually retire from the Fed/Congress/ Executive Wing and claim it’ll be up to the Millennials now. If you are an active as opposed to passive investment manager, fight the developing trend of low fee ETFs and index funds. But expect to retire with a nest egg.

That’s the plan dear reader, and President-elect Trump’s policies fit neatly into numbers 6, 7 and 8.

ソース:http://image.exct.net/lib/ff021270746501/m/10/Dec+2016+Bill+Gross+Investment+Outlook_December+2016_FINAL.pdf


(2016-12-07)
関連記事

コメントの投稿

非公開コメント

プロフィール

横着者 (ご連絡はコメント欄にて)

Author:横着者 (ご連絡はコメント欄にて)

最新記事
最新コメント
最新トラックバック
月別アーカイブ
カテゴリ
検索フォーム
RSSリンクの表示
リンク
ブロとも申請フォーム

この人とブロともになる

QRコード
QR