Like a lot of people, I saw the very large current account deficits and the buildup of short-term debt and I thought: this looks awfully like Mexico and Argentina in 1993-94.

• 同许多人一样，我有注意到巨额的经常帐目赤字以及短期贷款的累积。我觉得这个现象同墨西哥和阿根廷从1993至1994年的情况实在太相似了。