Izbrani forum: Odklop

Izbrana tema: Špeckahlanje

Prikaz samo enega sporočila - znotraj teme...

pobalin sporočil: 14.456
[Odklop] Tema: Špeckahlanje
[#2718894] 16.06.18 18:37 · odgovor na: bobek13 (#2718822)
Odgovori   +    1
[bobek13]
ali je te zadeve morda vseeno upošteval, pa je članek malo nerazumljivo napisan? al pa samo jaz ekonomski analfabet spet en malo poštrek berem?
Nimam pojma. Meni se je zdela tema zanimiva, ker kaže, da se da na zadeve pogledati še kako drugače - vedno bolj simpatiziram z ikonoklasti. Vse je bolj zanimivo tudi v luči trkanja teh bikov in kozlov. Če pogledaš nekaj naslovov na relaciji ZDA-DB zadnjih nekaj mesecev..
DB warns of US debt crisis.
"A coming debt crisis in the US?" warns a Deutsche Bank report* by Quinn Brody and Torsten Slok.
johnhcochrane.blogsp...risis.html
Drugi graf pri tem mojstru je zanimiv, ker kaže, da imajo ZDA (po analizi DB) velik zunanjetrgovinski primanjkljaj, zdaj pa imamo analizo DB, ki pravi, da imajo v bistvu presežek. :-)

Potem ZDA vrnejo udarec:
Deutsche Bank US business put on federal problem bank list
Move adds to issues facing German lender as it scales back American operations
www.ft.com/content/5...63a0613e56
Zdaj pa spet DB s Kitajcema vrže na plan nekaj "protiameriškega" v stilu ko to kaže, ko to laže. :-)

Kaj sta Kitajca v službi razmajane nemške banke v resnici scoprala, boš moral ugotavljati kar sam, če se ti ljubi. Tule je link na piar povzetek DB,
www.dbresearch.com/s...0000470470
kjer je zgoraj link na originalni tekst, do katerega prideš s prijavo, vnosom kode in sprejemom pogojev.
research.db.com/Rese...h/Register

Hecno pa je primerjati nekaj trditev domnevno povzetih po 11.6. objavljenem poročilu DB s člankom državnega China Daily (po državni agenciji Xinhua) dobra dva meseca prej:
BEIJING - As US business interests in China are much larger than what is shown by trade data, a looming trade war between the two countries would put US business interests at risk, according to industry reports.
The US goods trade deficit with China is considered the main reason for US President Donald Trump's recent actions, but the figure does not show the full picture of China-US economic ties, according to a Deutsche Bank research report.
The report said there were 310 million active iPhones in use in China in 2016, but these iPhones cannot be found in US-China bilateral trade, because Apple, like many other US companies, has set up subsidiaries to operate in China.
"From an international trade perspective, iPhones sold by Apple's Chinese subsidiaries are not counted as imports. But from an economic and financial perspective, the iPhone is a US product, and the US benefits the most from it," said the report.
The report concludes that the trade balance approach is "clearly misleading," and the most damaging retaliation from China is to "punish US business interests in China."
www.chinadaily.com.c...163ce.html