Howard Davies, the first chairman of the United Kingdom’s Financial Services Authority (1997-2003), is Chairman of NatWest Group. He was Director of the London School of Economics (2003-11) and served as Deputy Governor of the Bank of England and Director-General of the Confederation of British Industry.
发自伦敦——气候变化已然成为中央银行的一项重大挑战。那么它们的货币政策和银行监管手段应当在多大程度上受此影响呢?
一方面,有越来越多的证据表明全球变暖——尤其是通过其对农业的影响——可能会造成通胀压力。还有更有力的证据显示气候变化造成的物理和过渡风险正在(并将持续)对金融资产和金融企业的价值产生重大影响,而这些都是那些负责维持金融系统稳定者所不能忽视的。
另一方面,增加能源成本和降低排放的政策引发了巨大争议,特别是在美国。主动迎合这类政策的做法可能会使中央银行身陷政治战场,遭受左右两派的夹击。
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