看得见的经济繁荣之手

法兰克福——德国应对金融危机的情况比绝大多数邻国要好得多。虽然1999年还戴着欧洲病夫的帽子,但今天的德国拥有欧洲大陆最强势经济,以及约占欧洲四分之一的出口份额。失业率还不到5%,比欧洲平均失业率低一半左右。德国还在十年来首次实现了平衡联邦预算的目标。

但如果就此认为经济表现证明了决策正确性将是个错误。事实上,德国目前的经济霸权地位背后的政策构架与二战后“经济奇迹”的缔造者,前总理路德维希·艾哈德所倡导的构架截然不同。

与艾哈德所谓的秩序自由主义(即政府通过积极监管法律环境为正常市场经济奠定基础)形成鲜明的对照,默克尔政府推行的经济战略具有很大随意性,相比于基础理念更多受到政治功利目标的推动。德国最好不要以理所当然的姿态来看待自己取得的经济成功。在经济和政治变数不断扩大的背景下,更凸显出艾哈德指导原则前所未有的重要性。

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