关于中国风险，鲍威尔在睁眼说瞎话

还没到撕破脸皮的时候，轻描淡写，缓兵之计

读者旁友们：

今日阅读思考里最重要的事项，是鲍威尔在昨日《60分钟》访谈里对美国暴露于厉国风险头寸的盘算。

提高财商｜关注未来｜管理风险

在昨天播出的访谈中，CBS记者问到了鲍威尔关于中国经济的问题。这个问题原本只是借着恒大破产一事问鲍威尔如何看待中国经济，并没有其他任何方面的追问，然而鲍威尔主动讲了美联储对涉及到厉国的风险评估。

在我看来，这是非常不寻常的。记者并没有问到风险评估的事儿，你主动说干嘛？

访谈虽然并不是讯问，但你「Volunteer」额外的信息，给我的第一感觉就是在混淆视听。

我们先来看看这段问答的英文原文。

PELLEY: One of China's largest real estate developers just went bust, and I wonder how you see the Chinese economy.

POWELL: Chinese economy's meeting some challenges now, obviously. And growth has slowed. They've got away -- gotten away from a market-led, led growth model. It's more about the state-owned enterprises now. And it's still too much associated with real estate investment and things like that. And you're seeing -- you're seeing issues around commercial real estate there.

「主任点评：到这里都算是正常的回答问题。鲍威尔点明了中国经济面临挑战，增长已经放缓，市场主导的增长模式已经让位于国有企业垄断，整个经济体被房地产之类的深度绑架，商业房地产已经爆雷。」

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光盐财经油管频道

So, the question is, "How much does that matter for the United States?" You know, we have -- our economic relations with China are important, but they mostly consist of our, you know, buying Chinese manufactured product. So, our financial system is not deeply intertwined with theirs. Our economic, you know, our production systems are not deeply intertwined with theirs. So, as long as what happens in China doesn't lead to significant disruptions in the economy or the financial system, then the implications for the United States -- we may feel them a bit, but they shouldn't be that large.