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cover of episode Here's Why 'Mar-a-Lago Accord' Chatter Has Everyone's Attention

Here's Why 'Mar-a-Lago Accord' Chatter Has Everyone's Attention

2025/2/28
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Here's Why
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Caroline Hepkett
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Enda Cohen
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Caroline Hepkett: 我认为，"马阿拉歌协议"的核心在于美国政府可能采取非常规手段，通过削弱美元来增强美国出口竞争力，从而重塑全球贸易体系。特朗普政府的非常规和高风险行动，例如对贸易和地缘政治的干预，引发了人们对国际金融体系未来走向的担忧。 Enda Cohen: "马阿拉歌协议"的核心在于特朗普政府希望改变美国与世界其他国家贸易的方式，特别是利用美元来达到目的。分析人士认为，协议旨在通过削弱美元来帮助美国出口商，应对美国巨额的贸易逆差以及美元强势带来的挑战。削弱美元的方法包括与主要贸易伙伴达成协议，鼓励他们增加国内消费，减少对美国市场的依赖；以及干预外汇市场，与贸易伙伴达成协议，买卖货币以影响美元汇率。历史上曾有过类似的协议，例如1985年的广场协议，但其效果和后果也值得关注。投资者对"马阿拉歌协议"的看法存在分歧，一部分人认为这只是猜测，另一部分人则认为特朗普政府可能会采取行动。"马阿拉歌协议"的可行性和有效性仍存在疑问，其能否成功实施取决于美国政府能否与贸易伙伴达成一致，以及能否有效地协调各方利益。协议可能涉及重组美国国债市场，发行长期零息债券以减轻政府的债务压力。美元贬值可能会导致美国消费者面临更高的物价和通货膨胀，并降低美元对外国投资者的吸引力，导致资本外流。

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The podcast discusses the 'Mar-a-Lago Accord', a speculated concept involving weakening the US dollar to boost American exports. This idea, originating from President Trump's unconventional policies, has sparked interest and concern in financial markets.
  • Mar-a-Lago Accord: a concept to weaken the US dollar
  • Aims to reorient global trade system
  • Concerns about impact on international financial system

Shownotes Transcript

President Trump's unconventional policies and high-stakes manoeuvres have shaken up global trade and security, now Wall Street is wondering if the global financial system may be next. The concept has been called the "Mar-a-Lago Accord" and its aim would be to weaken the US dollar to help American exporters. But the idea faces hurdles and pitfalls, so what would be involved in a "Mar-a-Lago Accord"? Our Global Economics Correspondent, Enda Curran, joins host Caroline Hepker to discuss.

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