美國財政部麵臨金磚國家貿易結算

YouTube 美國財政部麵臨金磚國家貿易結算

https://www.youtube.com/watch?v=4jMLXA0-4AY&ab_channel=

2023年7月14日

美國財政部長珍妮特·耶倫上周末訪問中國時，詢問了金磚國家貨幣貿易結算消息。

珍妮特·耶倫 (Janet Yellen) 近 90% 的法定美元在國際交易中使用的統計數據具有誤導性，因為該數據來自法定貨幣貿易配對。 由於總是涉及兩種法定貨幣，因此實際數字需要除以 2，因為法定貨幣對數據加起來為 200%。

因此，事實是，法定美元仍然占主導地位，這一比例接近 43%，而國際貿易中十分之九的法定交易涉及法定美元，目前接近十分之四。

由於以下幾個原因，這個數字可能會進一步縮小。

上個月，美國拜登政府確認賈裏德·伯恩斯坦為新任經濟顧問委員會主席。 早在 2014 年，他就在《紐約時報》專欄中主張廢黜“美元之王”。 然後他表示，我們需要更高的持續通脹率，而擁有世界儲備貨幣是美國無法再承受的特權。

自2008年全球金融危機以來，金磚國家承認的官方黃金儲備幾乎增加了四倍。 去年 2022 年，主要新興市場國家的央行購買的官方金條儲備數量超過了曆史記錄。

世界中央銀行的中央銀行，BIS 或國際清算銀行正在發布白皮書和 YouTube 視頻，慶祝其成功的移動 CBDC 試點計劃，涉及中國、香港、泰國和阿聯酋（最大的金融中心）中央銀行。 美國主導的西方金融製裁後俄羅斯黃金進口）。 這種移動 CBDC 係統可能是主要主權貿易結算的下一代，並且通過其直接雙邊設計，隨著它很快實現，它可能會長期利空法定美元需求。

鑒於東方世界白銀價格數據目前已總計接近 315 美元/盎司，而西方世界衍生品受到抑製，現貨價格仍比其看似古老的名義記錄價格高點 50 美元/盎司低 50%。

我的建議仍然成立，東部和西部白銀市場要恢複平衡將需要大幅提高現貨價格，到那時，那些從這裏到那裏持有白銀的人可能會很高興他們耐心地這樣做了。

US Treasury Confronted on BRICS Trade Settlement News

SD Bullion  2023年7月14日

US Treasury's Janet Yellen asked about BRICS currency trade settlement news while visiting China last weekend. 

Janet Yellen's nearly 90% fiat US dollar usage in international transactions statistic is misleading as the data is from fiat currency trade pairings. The actual figure needs to be divided by 2 as fiat currency pair data adds up to 200% given that there are always two fiat currencies involved.

So the truth is the still dominate fiat US dollar is nearer to 43% than the implication that 9 out of 10 fiat transactions involve fiat dollars in international trade, its currently closer to 4 out of 10.

And that figure is likely to shrink further given a few of the following reasons.

Last month, the US Biden administration confirmed its new Chair of the Council of Economic Advisors, Jared Bernstein. Who back in 2014 argued to Dethrone 'King Dollar' in a New York Times Op-Ed. He then stated that we needed higher persistent inflation rates and that having the world's reserve currency is a privilege the USA can no longer afford. 

Since the 2008 Global Financial Crisis, the BRICS nations have nearly quadrupled their admitted Official Gold Reserves. And last year in 2022, while central banks mostly in emerging markets bought more Official gold bullion reserves than ever recorded in history.

The world's central bank of central banks, the BIS or Bank for International Settlements was publishing white papers and YouTube videos celebrating its successful m-CBDC pilot program involving the central banks of China, Hong Kong, Thailand, and the UAE (the largest hub for Russian gold imports following US-led western financial sanctions). This m-CBDC system is perhaps the next iteration of major sovereign trade settlement and by its direct bilateral design, it will likely prove to be long-term bearish for fiat US dollar demand as it comes to fruition soon enough.

(LATER in the UPDATE)

Given that aggregated eastern world silver price data has now aggregated to nearly $315 oz while western world derivative suppressed spot price is still lagging pathetically 50% below its seemingly ancient nominal record price high of $50 oz.

My suggestion still stands, for the Eastern and Western silver markets to come back into equilibrium is going to require substantially higher spot prices and by the time that happens those who held silver from here to there will likely be very happy they patiently did so.