Manchester rooftop view Andrew Aitchison/Getty Images

通往锈带强区

伦敦—几天前,美国当选总统唐纳德·特朗普发Twitter——他选择Twitter作为媒介——宣布他不需要中国的允许才能联络台湾,因为中国也没有要求允许人民币贬值。当时,我希望特朗普的地震式改组能在经济上有利于衰落的美国。

我认为,发达经济体需要一次地震来摆脱2008年后的疲软以及对宽松货币政策的过度依赖。特朗普行事总是出人意表,看上去是这一任务的上佳人选。但如果特朗普的破坏真的要有利于美国,就应该专注于经济实质,而不是简单化的——常常也是错误的——民粹主义模因(memes)。

从他对中国的诘难看,特朗普简直就是一根搅屎棍,正在激怒他的支持者——他没有推进任何建设性日程。毕竟,理性的中国观察家——包括特朗普本人的一些顾问,我过去曾与他们共事过——明白,人民币升值已经有一段时间了。

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