全人大が今日閉幕、温家宝総理が恒例の記者会見を行い、その中で元切り上げに関する米国の要求に正式に NO を言いました。為替レートを巡る中米の争いがこれから本格化、いよいよ“FASTEN YOUR SEAT BELTS”です。
Paul Krugman :"It's probably going to be really, really hard for them yet again to fudge on the obvious fact that China is manipulating*," "Without a credible threat, we're not going to get anywhere" "We should not be afraid of what the Chinese might do if we pressured them to stop this currency manipulation."
C. Fred Bergsten:"..the renminbi is undervalued by at least 25 to 40 percent.", "There is a growing intellectual consensus that the preferred approaches** have not worked,"
Democratic Senator Charles Schumer:"Now more than ever, there is a consensus to finally confront China's currency manipulation,"
* 4月の財務省為替操作国レポートで中国を名指ししないで済ませるのは難しいという趣旨
** “preferred approach”とは米中戦略経済対話 (SED) やG20での対話のことの由