Statue of Liberty in the sunset Gary Hershorn/Getty Images

特朗普经济学前景黯淡

纽约—美国总统特朗普履新已经六个月,我们可以带着更多的自信来评估美国经济的前景和他 政府的经济决策。与特朗普执政的总体情况一样,这方面充满着悖论。

最主要的谜团是金融市场表现和实体经济之间的脱节。股票市场高歌猛进,频创新高,而美国经济在2017年上半年平均增长率只有2%——慢于奥巴马总统任职期间的增长率——在今年余下的时间中也难有起色。

股市投资者仍然寄希望于特朗普能拿出刺激增长、提高公司利润的政策。此外,工资增长的停滞意味着通货膨胀不会达到美联储的目标率,而这又意味着美联储将不得不以慢于预期的速度实现利率正常化。

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