德国替罪羊

布鲁塞尔—占世界1%的人口和不到5%的GDP的德国真的可以为全球经济不景气的状况负责吗?美国财政部用一份货币操纵报告拉开了对德国的口诛笔伐,该报告批评了德国的经常项目盈余。上个月,欧盟委员会也开了口,发布了其宏观经济失衡记分牌,要求对德国的盈余展开深度分析。

对德国的强调似乎在欧洲环境下更加站得住脚。但是,即使在欧洲,德国也只占了不到30%的欧元区GDP(更是不到欧盟总产出的四分之一)。德国是重要的,但并不是主宰者。

如此关注德国也忽略了德国只是条顿冰山的一角这一事实:所有日耳曼语系北欧国家加起来存在经常项目盈余。事实上,荷兰、瑞士、瑞典和挪威的盈余占GDP之比均高于德国。

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