龟兔赛跑

慕尼黑——

二战以来最大的金融危机已经过去了。这场危机于2008年从天而降,肆虐18个月后又一下子消失得无影无踪。5万亿美元的银行救助计划继之以1万亿美元的凯恩斯主义刺激计划,使全球经济免遭灭顶之灾。在经历了2009年0.6%的收缩之后,IMF预期全球GDP今年将增加4.6%,明年将继续增长4.3%,均高于过去30年来的平均增长率。

但是,欧洲债务危机仍在进行中,市场对当前的平静也缺乏十足的信心。财政困难国家的风险溢价仍旧处于高位,显示风险依然存在。

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