失速的美国?

纽波特海滩——从市场和“一致预期”的变幻莫测判断,人们对美国经济前景仍是一片茫然。今天眼看着美国就要掉下二次探底的悬崖了;过了一晚,受消费回弹刺激和美国跨国公司终于开始着手使用手里的大把现金储备,看上去高速复苏又近在眼前了。在市场的左右摇摆之间,投资者仿佛坐上了过山车,而欧洲危机(更令人困惑、更大起大落)进一步加剧了乘客的头晕反应。

这一情形不难理解,却也加剧了美国和全球经济的不安。这反映了基础性(和历史性)经济和财政再联盟、政策应对不力、以及让结构变革陷入停顿的系统性僵化所产生的后果。结果,人们对美国经济的基础功能及其在未来数月和数年的发展动向提出了合理质疑。

一种理解当前形势——以及如何改进——的办法是思考两件引起世界范围大关注的事件:波音梦幻客机的发布以及苹果公司的乔布斯去世的噩耗。

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