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本帖最后由 星洲炒米 于 2021-4-23 16:01 编辑
力挺?拿啥挺?
这是央行的四月的货币政策报告:https://static.bankofcanada.ca/uploads/pdf/mpr-2021-04-21.pdf 加拿大央行从空气中印钱买了绝大多数的土豆自由党政府巨额国债,其他国家远远低于加拿大央行持有政府债券的比例包括美国。加拿大央行现在70%以上的“拥有”的全部“资产”就是土豆政府的国债(今年一月份仅是55%,两个月就增加了近20%!),这只是已经发行的土豆自由党政府国债。另外土豆自由党政府还没发行的国债的42%已经被加拿大央行提前预购了(WTF!)。报告提醒大家,加拿大只是个经济规模一般的国家,加拿大央行持有的土豆政府国债按其经济规模算,在世界上没有第二个国家能比!是Significant (保守的央行都被迫用词激进)。加拿大当务之急是必须有减债复苏计划,可惜土豆的新预算,不仅不减债,而且不停卖福利选票增加了几千亿的债。他会把加拿大拉向债务的无底深渊。而且加拿大央行是目前唯一声明要明年提前加息的国家,看完这个你就明白,加拿大央行的资产几乎全是都是土豆垃圾国债,而央行剩余的买了私人银行发行的房贷MBS(mortgage backed securities),包括CMHC不上保险的许多私贷公司。我觉得梯夫行长可能今年疫情一恢复就得加息,管不了土豆了!不加就晚了。
“Because the ongoing recovery continues to require extraordinary monetary stimulus, the Bank has maintained its QE purchases. GoC (Government of Canada) bonds now make up the largest part of the Bank’s balance sheet at more than 70 percent of total assets, compared with 55 percent in the January Report. Moreover, the Bank’s total ownership of GoC bonds outstanding has increased to about 42 percent. Since March 2020, the Bank has purchased more than 35 percent of total sovereign bonds outstanding, a higher percentage than that of other central banks (Chart 16). Considering the size of Canada’s bond market and of its economy, this means that the Bank has provided a significant amount of stimulus.”
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