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日本 vs. 货币投机者

东京—日本经济正在竭力摆脱通缩麻木,首相安倍晋三在2012年推出的经济振兴计划也受到越来越多的审视。但日本当前的艰苦来自日元兑其他主要货币的升值——去年升值幅度达到了24%,并导致日本股市也随之下跌。包括大规模货币和财政扩张的“安倍经济学”与此毫无干系。

自安倍经济学实施以来,日本劳动力市场显著改善:新创150万工作岗位,失业率下跌至略高于3%。此外,公司利润大幅增长,税收收入增加了20万亿多日元。

为了在此基础上更进一步,日本承诺下个月开始大规模财政扩张,有人称之为零散性、暂时性“直升机撒钱”(政府债务永久货币化)。但有人担心这还不够,如果日元继续升值的话。

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