Rebirth of the Strongest Tycoon

After half an hour.

Xia Yu found that everyone had read it, and almost all of them were pondering.

He smiled and broke the quiet atmosphere.

"Okay, everyone is finished."

"Any ideas?"

After Xia Yu finished speaking, his eyes glanced back and forth on everyone's faces.

Seeing that no one said anything, Xia Yu called him directly.

This time, instead of the most outstanding Liu Xiao, he gave Song Yang the opportunity.

"Song Yang, you talk first."

Song Yang was stunned for a moment, then nodded, pondered for a moment and said, "Boss, after reading these materials, two words came to my mind."

"Giant pit, opportunity!"

"Mexico, Brazil and other five countries, each country's debt service ratio at the end of the year exceeded the international warning line five times, Argentina's highest, nearly eight times!"

"The foreign exchange of these countries is basically in a dry state, and the foreign exchange they will receive from their commercial exports in the next five or six years will be enough to repay the total debt this year."

"Especially in August, Mexico had a debt of more than $10 billion due to be repaid."

"I really can't think of where Mexico can get money to pay its debts, except that the banks in Europe and the US continue to lend a lot and let Mexico convert the debt."

"Looking at the leopard, the sovereign debt of Latin America and other countries has a huge potential crisis."

"These countries have outstanding debts of more than 300 billion US dollars, which is equivalent to Canada's annual GDP, the seventh largest in the world. If a crisis occurs, it will affect all major banks in Europe and the United States, and the global financial and capital markets will be affected. impacted."

"If we mobilize funds and lurk in the stock market, foreign exchange market and other markets, we will definitely be able to make a lot of money!"

Xia Yu smiled and nodded, but did not comment, but looked at the others and asked, "How about you? What do you think?"

The people looked at each other.

I saw Tang Yong pushed up his glasses and said, "Boss, let me tell you my personal opinion."

"I have been studying the U.S. economic situation and the Fed's policy direction for the past six months."

"Paul Volcker took office as the chairman of the Federal Reserve in 1979, and the second oil crisis that broke out after that exacerbated the problem of stagflation in the U.S. economy. For the sake of economic stability in the United States, Paul Volcker used tough measures to curb the rise in inflation. In June of last year, Paul Volcker raised the federal funds rate to an all-time high of 19 percent from the 1979 average of 11.2 percent, and raised the lending rate to 2 percent. Eleven point five."

"This year, the U.S. federal funds rate has also remained near the highest level in history."

"The Fed's tight monetary policy from 1979 to the present is unprecedented in intensity and duration, which has caused a large amount of capital to flow out of Latin America."

“Then there is the problem of Latin America and other countries themselves.”

"On the one hand, the borrowing rate in Latin America and other countries is floating, and the soaring federal funds rate in the United States has made the economy of Latin America and other countries vulnerable, and the debt has risen sharply, such as Mexico, for example, the annual interest repayment alone part, it accounts for 30% of the annual export value.”

"After the outbreak of the oil crisis, the global real economy has been greatly affected, the demand for industrial raw materials has dropped sharply, and the international prices of industrial raw materials in the impacted areas have continued to decline. It is the deadliest for the country.”

"However, I think the debt crisis in Latin America and other countries still has great uncertainties. Now the Fed's monetary policy has been maintained at the highest level in history for a year, and Latin America and other countries have also adapted to it. As long as they are willing to sell their fixed assets, Or use these mines and oil fields to continue mortgage, you can still convert debts to tide over the difficulties."

"Unless the Fed challenges the bottom line again, raises interest rates again, and brings global capital back to the United States."

Compared with Song Yang's analysis, Tang Yong's vision is relatively broad and conservative.

However, Xia Yu did not comment.

Nodding with a smile, then looking at the others.

"what about you?"

"Don't have any scruples, speak freely!"

"boss……"

...

Next, everyone expressed their views.

From the attitude of the boss Xia Yu, it is conceivable that he thinks that there are great benefits to be drawn here, so the keynote has already been set, otherwise they would not have been so solemnly summoned to a meeting to discuss.

But the main tone is the main tone, how to implement it, and whether it is a radical attitude or a conservative attitude. This is the difference.

Everyone tries their best to improve or criticize others' opinions, and analyze the problem as comprehensively as possible, so as to facilitate the boss to make decisions more prudently.

It can be said that everyone has a good starting point.

Therefore, after listening to everyone's opinions, Xia Yu was in a pretty good mood.

Everyone here is not his answerer, but an elite who knows how to think independently and dare to speak out.

Xia Yu couldn't help but sigh again, Liu Xiao and others have changed a lot compared to a few years ago!

However, this is a great thing!

Xia Yu sat up straight, took a sip of water to clear his throat, and commented with a smile: "Your analysis is very good, everyone's opinions are well-founded, and they also have their own unique aspects. I am very pleased!"

When everyone heard the words, they all showed a knowing smile.

Xia Yu suddenly asked: "I ask you a question, do you think that in the next few months, Mexico will choose to fully default?"

As soon as these words came out, everyone's expressions changed.

Full breach?

This is too absolute!

You must know that Mexico's current debt is as high as more than 87 billion US dollars!

Although they were discussing just now, based on the data, they only thought that Mexico's debt of more than 10 billion US dollars due in August and the remaining 30 billion US dollars of debt due at the end of the year may have problems, but Nor is there no room for activity.

This is fundamentally different from the total breach of contract that the boss Xia Yu said!

"Boss, all of Mexico's loans come from commercial banks in European and American countries. Even if there is a chance, these commercial banks will actively respond and will not sit idly by and watch Mexico fully default, right?"

"A short-term default, and a partial default, is enough to send their stock prices plummeting, and it's enough to send huge swings in Mexico's stock and currency markets."

Xue He suddenly said, still a little unbelievable.

Xia Yu said with an inexplicable smile: "What if the Fed raises interest rates again?"

"This……"

Xue He was stunned.

Tang Yong blurted out: "If the Federal Reserve raises interest rates again, then the return of international capital to the United States will be an irreversible trend. If large European and American banks want to continue lending to foreign countries, it will be difficult for them to pass it internally!"

"By then, this will likely be the last straw for Mexico!"

"Of course, there is also an uncertain factor, that is, the information only mentions that Mexico is actively borrowing on a global scale, but does not mention how much Mexico is borrowing now!"

After Tang Yong finished speaking, everyone's eyes focused on Xia Yu again.

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