By my calculations, the dollar still needs to go down another 15% if the US trade deficit is to go back towards balance. Ideally, Asian currencies would rise much more than 15% while European currencies would rise less.
那么，美元究竟会贬值到什么程度呢？依照我的计算，如果要使美国贸易逆差达到平衡，美元还需进一步贬值15%。在理想状态下，亚洲货币会升值15%以上，而欧洲货币升值幅度较小。