Standard & Poor’s is getting nervous about Uncle Sam’s debt. Should anyone care? Even without jokes about the rating agencies’ performance during the great US structured debt debacle, the answer should plainly be “no”. Theirs is only an opinion, based on public data, with a one-third chance that action will follow within two years. Given the scale of the US’s public sector deficit, few could argue with the idea that rating agencies may soon have to start downgrading.
標(biāo)準(zhǔn)普爾(Standard & Poor’s)對山姆大叔的債務(wù)感到不安了。應(yīng)該有人在乎嗎？即使沒有美國結(jié)構(gòu)性債務(wù)大崩潰期間關(guān)于信用評級機(jī)構(gòu)表現(xiàn)的那些玩笑，答案顯然也應(yīng)該是否定的。他們只提供了一種觀點(diǎn)，而基于公開數(shù)據(jù)，他們在兩年內(nèi)采取真實(shí)行動的概率只有三分之一。考慮到美國公共部門赤字的規(guī)模，幾乎沒人會反駁一點(diǎn)，那就是評級機(jī)構(gòu)可能很快就不得不開始下調(diào)美國的信用評級。