Andrés Velasco, a former presidential candidate and finance minister of Chile, is Dean of the School of Public Policy at the London School of Economics and Political Science. He is the author of numerous books and papers on international economics and development, and has served on the faculty at Harvard, Columbia, and New York Universities.
圣地亚哥——麻省理工学院已故经济学家鲁迪格·多恩布什曾在20世纪80年代告诫自己的学生这个世界上有富国、穷国、日本和阿根廷这四种国家。现在已经没有人再担心日本人用钱买走世界的控制权。但世界正再次对阿根廷感到忧心忡忡。
阿根廷货币刚刚遭受了另一场教科书式的攻击。4月24日,十年期美债收益率自2014年以来首次突破3%。同日,投资者开始大量抛售阿根廷比索并买入飙升的美元以寻求避险。为了在比索大幅贬值后稳定汇率,阿根廷不得不将利率提高到40%,同时寻求国际货币基金组织的帮助。
在经历了所有动荡后,市场平静了两周。现在是时候评估哪里出了问题,以及这个国家可以——而且必须——做什么来防止再次出现不稳定。
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