How can we undo the imbalances of economies – China, followed far behind by Europe – exporting massively to the United States or to the dollar zone? Will the US mortgage market, which is expected to become even more difficult in 2008, subside into calm afterwards, or will it contaminate the whole international financial system?
美元会走低多少？在向美国或者美元区出口上中国把欧洲远远甩在后面，我们如何解决这一不平衡问题？美国的房贷市场预计在2008年变得更为困难，它是否会随后平缓下来，还是把整个国际金融体系搅乱？不断上升的石油价格已经达到了历史最高点，是否会有造成世界范围的进一步拖欠债务问题的风险？美国最大的各家银行纷纷做出的收益报告表明确实存在担忧。