Whereas the US Congress’s “supercommittee,” charged with formulating a fiscal-consolidation package, will likely come up with a proposal, it is far from clear that either Republicans or Democrats will be willing to accept compromise in an election year. Moreover, investors might be worried that the US Federal Reserve will weigh in with a third round of “quantitative easing,” which would further drive down the dollar.
第四，投资者可能会认为，说到底，美国的风险一点都不比欧洲小。确实如此，美国政治体系在达成稳定中期预算赤字计划方面受到了阻碍。尽管主管制定财政整合计划的美国国会“超级委员会”或许能够拿出一套方案，但共和党和民主党是否愿意在选举年妥协还远未可知。此外，投资者还可能担心美联储会考虑实行第三轮“量化宽松”，这将进一步压低美元。