{"id":76353,"date":"2025-04-14T05:03:43","date_gmt":"2025-04-14T03:03:43","guid":{"rendered":"https:\/\/www.infokuryr.cz\/n\/?p=76353"},"modified":"2025-04-14T05:03:43","modified_gmt":"2025-04-14T03:03:43","slug":"sef-nejvetsiho-svetoveho-hedgeoveho-fondu-se-obava-kolapsu-globalniho-financniho-systemu","status":"publish","type":"post","link":"https:\/\/www.infokuryr.cz\/n\/2025\/04\/14\/sef-nejvetsiho-svetoveho-hedgeoveho-fondu-se-obava-kolapsu-globalniho-financniho-systemu\/","title":{"rendered":"\u0160\u00e9f nejv\u011bt\u0161\u00edho sv\u011btov\u00e9ho hedgeov\u00e9ho fondu se ob\u00e1v\u00e1 kolapsu glob\u00e1ln\u00edho finan\u010dn\u00edho syst\u00e9mu"},"content":{"rendered":"
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Ray Dalio varuje, \u017ee tarifn\u00ed strategie americk\u00e9ho prezidenta Trumpa by mohla vyvolat n\u011bco mnohem \u201ehor\u0161\u00edho ne\u017e recesi\u201c<\/h3>\n

Miliard\u00e1\u0159sk\u00fd investor Ray Dalio varoval, \u017ee Spojen\u00e9 st\u00e1ty \u010del\u00ed mnohem v\u011bt\u0161\u00edm ekonomick\u00fdm rizik\u016fm, ne\u017e je typick\u00e1 recese, a tvrdil, \u017ee agresivn\u00ed celn\u00ed politika prezidenta Donalda Trumpa a nar\u016fstaj\u00edc\u00ed dluh by mohly vyvolat zhroucen\u00ed glob\u00e1ln\u00edho finan\u010dn\u00edho syst\u00e9mu.<\/span><\/p>\n

Zakladatel Bridgewater Associates v ned\u011bln\u00edm projevu v Meet the Press<\/span><\/em>\u00a0NBC\u00a0\u0159ekl, \u017ee sv\u011bt se nach\u00e1z\u00ed v kritick\u00e9 k\u0159i\u017eovatce, poznamenan\u00e9 hlubok\u00fdmi zm\u011bnami v politick\u00e9m, ekonomick\u00e9m a geopolitick\u00e9m uspo\u0159\u00e1d\u00e1n\u00ed \u2013 faktory, kter\u00e9 podle n\u011bj historicky vedly k v\u00e1\u017en\u00fdm kriz\u00edm.<\/span><\/p>\n

„Mysl\u00edm, \u017ee pr\u00e1v\u011b te\u010f jsme v bod\u011b rozhodov\u00e1n\u00ed a velmi bl\u00edzko recesi,“\u00a0<\/span><\/em>\u0159ekl<\/span><\/a>\u00a0Dalio\u00a0.\u00a0<\/span>„A m\u00e1m obavy z n\u011b\u010deho hor\u0161\u00edho, ne\u017e je recese, pokud to nebude dob\u0159e \u0159e\u0161eno.“<\/span><\/em><\/p>\n

Dalio vysv\u011btlil, \u017ee americk\u00e1 ekonomika \u010del\u00ed n\u011bkolika p\u0159ekr\u00fdvaj\u00edc\u00edm se v\u00fdzv\u00e1m: rostouc\u00edmu dluhu, vnit\u0159n\u00edmu politick\u00e9mu rozd\u011blen\u00ed, rostouc\u00edmu geopolitick\u00e9mu nap\u011bt\u00ed a posun\u016fm v glob\u00e1ln\u00ed moci.<\/span><\/p>\n

„Takov\u00e9 \u010dasy jsou velmi podobn\u00e9 30. l\u00e9t\u016fm,“<\/span><\/em>\u00a0varoval.\u00a0<\/span>„Pokud vezmete tarify, pokud se zadlu\u017e\u00edte, pokud vezmete rostouc\u00ed moc zpochyb\u0148uj\u00edc\u00ed existuj\u00edc\u00ed moc – tyto zm\u011bny v objedn\u00e1vk\u00e1ch, syst\u00e9mech, jsou velmi, velmi ru\u0161iv\u00e9.“<\/span><\/em><\/p>\n

Na ot\u00e1zku ohledn\u011b nejhor\u0161\u00edho sc\u00e9n\u00e1\u0159e Dalio pouk\u00e1zal na potenci\u00e1ln\u00ed zhroucen\u00ed role dolaru jako z\u00e1sob\u00e1rny bohatstv\u00ed v kombinaci s vnit\u0159n\u00edm konfliktem p\u0159esahuj\u00edc\u00edm normy demokratick\u00e9 politiky a eskalac\u00ed mezin\u00e1rodn\u00edho nap\u011bt\u00ed \u2013 potenci\u00e1ln\u011b i vojensk\u00e9ho konfliktu.<\/span><\/p>\n

„To by mohlo b\u00fdt jako zhroucen\u00ed m\u011bnov\u00e9ho syst\u00e9mu v roce ’71. Mohlo by to b\u00fdt jako v roce 2008. Bude to velmi v\u00e1\u017en\u00e9,“<\/span><\/em>\u00a0\u0159ekl Dalio.\u00a0<\/span>„Mysl\u00edm, \u017ee by to mohlo b\u00fdt z\u00e1va\u017en\u011bj\u0161\u00ed ne\u017e ty, kdyby se tyto dal\u0161\u00ed z\u00e1le\u017eitosti objevily sou\u010dasn\u011b.“<\/span><\/em><\/p>\n

Dalio sice uznal, \u017ee cla mohou slou\u017eit jako u\u017eite\u010dn\u00fd n\u00e1stroj pro obnoven\u00ed v\u00fdroby a generov\u00e1n\u00ed p\u0159\u00edjm\u016f, ale varoval, \u017ee na zp\u016fsobu implementace velmi z\u00e1le\u017e\u00ed.<\/span><\/p>\n

\u201eJak se to d\u011bl\u00e1 \u2013 a\u0165 u\u017e praktick\u00fdm a stabiln\u00edm zp\u016fsobem, s kvalitn\u00edm vyjedn\u00e1v\u00e1n\u00edm \u2013 nebo zda se to d\u011bje chaotick\u00fdm a ru\u0161iv\u00fdm zp\u016fsobem, kter\u00fd vyvol\u00e1v\u00e1 velk\u00e9 konflikty, je ve sv\u011bt\u011b rozd\u00edl,\u201c<\/span><\/em>\u00a0\u0159ekl.<\/span><\/p>\n

Dalio , kdy\u017e ozna\u010dil Trumpovy ned\u00e1vn\u00e9 tarifn\u00ed kroky za\u00a0<\/span>\u201evelmi ru\u0161iv\u00e9\u201c,<\/span><\/em>\u00a0\u0159ekl, \u017ee skute\u010dn\u00fd test p\u0159ijde po skon\u010den\u00ed sou\u010dasn\u00e9ho 90denn\u00edho obdob\u00ed vyjedn\u00e1v\u00e1n\u00ed.\u00a0<\/span>\u201eTo, co tam bylo vlo\u017eeno, je jako h\u00e1zen\u00ed kamen\u016f do v\u00fdrobn\u00edho syst\u00e9mu,\u201c<\/span><\/em>\u00a0\u0159ekl a varoval p\u0159ed\u00a0<\/span>\u201eobrovsk\u00fdmi\u201c<\/span><\/em>\u00a0dopady na glob\u00e1ln\u00ed efektivitu a n\u00e1klady.<\/span><\/p>\n

Goldman Sachs minul\u00fd t\u00fdden zv\u00fd\u0161il pravd\u011bpodobnost recese v USA v p\u0159\u00ed\u0161t\u00edch 12 m\u011bs\u00edc\u00edch na 45 % po ozn\u00e1men\u00ed Trumpa z 2. dubna o minim\u00e1ln\u00edm 10% clu na ve\u0161ker\u00fd dovoz \u2013 ale p\u0159edt\u00edm, ne\u017e zavedl t\u0159\u00edm\u011bs\u00ed\u010dn\u00ed pozastaven\u00ed dal\u0161\u00edch\u00a0<\/span>\u201erecipro\u010dn\u00edch\u201c<\/span><\/em>\u00a0cel ve v\u00fd\u0161i 11 % a\u017e 50 % zam\u011b\u0159en\u00fdch na des\u00edtky zem\u00ed. \u010c\u00edna v\u0161ak byla st\u00e1le zasa\u017eena zv\u00fd\u0161en\u00edm cel o 145 % \u2013 a odvetou vlastn\u00ed dan\u00ed ve v\u00fd\u0161i 125 %.<\/span><\/p>\n

\"\"<\/p>\n

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Ray Dalio varuje, \u017ee tarifn\u00ed strategie americk\u00e9ho prezidenta Trumpa by mohla vyvolat n\u011bco mnohem \u201ehor\u0161\u00edho…<\/p>\n","protected":false},"author":2,"featured_media":76354,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[7],"tags":[45,5472,371,2945,276],"_links":{"self":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/76353"}],"collection":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/comments?post=76353"}],"version-history":[{"count":0,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/76353\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media\/76354"}],"wp:attachment":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media?parent=76353"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/categories?post=76353"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/tags?post=76353"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}