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欧洲迷途

发自华盛顿特区——欧洲针对其战略挑战的应对——俄罗斯对乌克兰的侵略,逃离暴力冲突的中东难民,失控的北非局势——都让人觉得它的领导人像个无头苍蝇。实际上这些人可能并非如此——这是一个需要开诚布公而非刻意掩盖的事实。

简单地说,欧盟的经济停滞限制了其对外部压力的回应,内部危机又使欧盟领导人缺乏腾挪的空间。幸运的是,如果能唤起足够的智慧和政治意愿,欧洲其实有办法去解决这一危机。

欧盟问题的根源在于其对2008年全球金融危机的应对:两年的大规模财政刺激计划。这不仅没有带来多大的增长,还导致了严重的公共债务。七年后,欧盟的人均产出甚至还低于危机爆发时的水平。同时公共债务规模飙升,相当于GDP总量的87%,导致留给政策调整和创新的空间极为有限。

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