四顾茫然的德国

法兰克福—在最近的德国之旅中,我震惊于两种截然不同的说法。其中之一说德国经济稳健,失业率低,财政坚挺,占据有利的竞争地位,能够掌握全球需求中最有活力的部分。另一个说法称德国经济正受没完没了的欧债危机拖累,危机罪魁试图将责任和融资需要都抛给德国安然无恙的资产负债表。

两种说法都不难理解。但它们不会永远共存。毕竟,覆巢之下,安有完卵?要么邻国境况改善,要么德国也被拖下水。总有说法最后一语成谶——对德国、对欧洲、对全球经济皆然。

如今,德国正从多年来负责任的国内经济治理中大获其益。除了维持稳健的公共财政之外,德国领导人还实施了艰难的意在改善国际竞争力的结构性改革,包括带来阵痛的劳动力市场改革。结果,德国是如今稍有的能够创造大量工作岗位、维持财政稳定性的发达经济体之一。换句话说,德国是AAA中的AAA。

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