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经济学家与经济

伦敦—实事求是地讲,没人知道当今世界经济正在发生什么。2008年大崩盘的恢复慢得出人意料。我们正走在完全恢复的路上,还是陷入了“长期停滞”?全球化正在到来还是在远去?

决策者不知道怎么办。他们拿出常用(和不常用)的手段,但什么也没发生。量化宽松理应让通胀“回到目标”。并没有。财政收缩理应重塑信心。并没有。本月早些时候,英格兰银行行长马克·卡尼(Mark Carney)发表了题为《货币主义的幽灵》(The Specter of Monetarism)的讲话。当然,货币主义本应把我们救出凯恩斯主义幽灵之手!

在几乎没有可用的宏观经济工具的情况下,默认的选项是“结构性改革”。但对于结构性改革的细节又是众说纷纭。与此同时,别有用心的领导人正在煽动不满的选民。经济似乎逃脱了原本的管理者的掌心,让政治陷入了热力追踪之中。

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