雷·达利奥（Ray Dalio）警告世界上的世界“边缘”

贸易紧张局势通过加剧僵局和不可持续的贸易失衡来破坏货币，政治和国际世界秩序

Legendary investor Ray Dalio has said that the world is “on the brink” of the global monetary order breaking down, which is being accelerated by the Trump administration’s tariff disruptions.

传奇投资者雷·达利奥（Ray Dalio）表示，全球货币秩序的“边缘”正在崩溃，特朗普政府的关税中断正在加速。

This is fracturing the monetary, political and international world orders by fueling deglobalization and unsustainable trade imbalances, Dalio, the former CEO of hedge fund Bridgewater Associates, said in an April 28 X post.

对冲基金Bridgewater Associates的前首席执行官Dalio在4月28日的X邮报中说，这是通过加油和不可持续的贸易失衡来破坏货币，政治和国际世界的秩序。

The trade tensions are also leading to irreversible damage, and an increasing number of importers and exporters, particularly between the US and China, are drastically reducing interdependencies and “making alternative plans,” he added.

他补充说，贸易紧张局势也导致了不可逆转的损失，越来越多的进口商和出口商，尤其是在美国之间的中国之间，正在大大降低相互依存关系并“制定其他计划”。

America’s role as the world’s largest consumer of manufactured goods and the largest debt issuer is looking increasingly unsustainable, and the idea that trade partners would continue selling to the US and receive dollars was “naive thinking,” Dalio said.

达利奥说，美国是全球最大的制造商品消费者，最大的债务发行人看上去越来越不可持续，而贸易伙伴将继续向美国出售并获得美元的想法是“天真的思维”。

As a result, more countries may increasingly bypass the US by forming new trade networks that rely on alternative currencies.

结果，越来越多的国家可能越来越多地绕过美国，形成依靠替代货币的新贸易网络。

While Dalio didn’t suggest which monetary alternative would eat into the dollar’s dominance, he has championed “hard money” assets like Bitcoin (BTC) and gold during times of global uncertainty.

尽管达利奥（Dalio）并没有建议在全球不确定性时期，他倡导了诸如比特币（BTC）和黄金之类的“硬钱”资产，但他却倡导了“硬钱”资产。

Less fighting, more coordination

更少的战斗，更多的协调

The billionaire called for more calm and coordinated action from the US to address the trade imbalances and become more self-sufficient.

亿万富翁呼吁美国采取更加平静和协调的行动来解决贸易失衡，并变得更加自给自足。

Dealing with the US government debt problem head-on would lead to much better results than the “path that we appear to be on,” Dalio said.

达利奥说，处理美国政府债务问题将带来比“我们似乎正在采取的道路”的结果要好得多。

The investor advised those in finance and politics to redirect their attention away from day-to-day market moves and policy announcements to deal with these “big fundamental changes” in world order.

投资者建议财务和政治领域的人将注意力转移到日常的市场转移和政策公告中，以应对世界秩序中的这些“重大基本变化”。

China has been hit hardest by the Trump administration’s tariffs, with a 145% duty on all imports, while the US’ neighbors, Canada and Mexico, were slapped with a 25% tariff on most goods.

中国对特朗普政府的关税受到了最大的打击，所有进口的职责为145％，而美国的邻国，加拿大和墨西哥对大多数商品的关税25％。

Several key Bitcoin mining manufacturing countries, such as Thailand, Indonesia and Malaysia, have also been hit with respective rates of 36%, 32% and 24%, which has already impacted machine imports into the US.

泰国，印度尼西亚和马来西亚等几个关键的比特币采矿制造国也因各自的36％，32％和24％的速度受到打击，这已经影响了机器进口到美国。