凯恩斯主义

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《经济学的未来》:围观一场关于规则与市场的争论
Sou Hu Cai Jing· 2025-05-11 20:39
本书通过还原德国经济学界的争论,不仅展示了德国经济学从历史学派到秩序自由主义等一系列发展历 程对全球经济学界的启示,也引发了关于回归历史、社会、国别特色经济学还是采取普遍经济学原理的 广泛思考。这种方法论之争不仅对经济界,更是对整个社会科学界都具有推动作用,提醒人们任何单一 经济学理论都无法穷尽真理,应多种理论工具并用以解释复杂的现实世界。书中还强调制定经济政策要 结合本地实际情况,不能单纯依赖数学模型,德国经济学界的这场争论如同镜子,各国学界亦可观人观 己。 引来众多学界专家高度关注的本书探讨了秩序自由主义,强调规则与市场经济的紧密联系,强调尊重市 场、企业家与消费者。秩序自由主义的核心思想是"自由市场需要规则,而不是放任不管"。持这种观点 者认为,完全不受约束的"弱肉强食"的自由竞争会导致垄断、贫富分化甚至社会崩溃,所以政府必须建 立一套"游戏规则",确保市场公平竞争,同时保护其他群体。打个比方来说就是,市场就像一场足球 赛,企业作为球员可以自由发挥,但必须遵守规则亦即法律,政府作为裁判者负责维持秩序,否则比赛 就会变成无序的乱殴。 2009年次贷危机和欧债危机后,德国发生了凯恩斯主义与秩序自由主义的观点 ...
被击穿的“事实”:经济学有态度,但不需要预设立场
Sou Hu Cai Jing· 2025-05-10 23:30
Group 1 - The article emphasizes that economics should be based on reality and facts, rather than personal biases or predetermined stances [2][4][6] - It critiques the shifting opinions of economists, such as Yao Yang from Peking University, who changes his views on the real estate market based on prevailing conditions, indicating a lack of consistent analysis [4][6] - The discussion highlights the importance of distinguishing between subjective interpretations and objective analysis, as seen in the differing responses from AI models regarding China's economic growth [8] Group 2 - The article points out that a 5% economic growth rate in 2024 does not necessarily indicate that China is surpassing the US, as many core indicators are diverging [6][8] - It raises concerns about the implications of issuing 12 trillion yuan in long-term special bonds, suggesting that this may not reflect genuine economic recovery but rather a reliance on increased debt [6] - The piece warns against the dangers of AI potentially reinforcing biases and misinformation if left unchecked, highlighting the need for critical thinking in economic analysis [8]
揭秘美联储:独立于政府的神秘金融机构
Sou Hu Cai Jing· 2025-04-20 02:35
Core Viewpoint - The Federal Reserve (Fed) is a powerful institution in the U.S. that operates independently of the government, which has recently been highlighted by tensions between President Trump and Fed Chairman Jerome Powell regarding monetary policy decisions [1] Group 1: History and Establishment of the Federal Reserve - The Federal Reserve was established in 1913 following a severe financial crisis in 1907, which highlighted the need for a central banking system to stabilize the financial order in the U.S. [3] - The creation of the Fed marked the beginning of its significant influence on both the U.S. and global economies [3] Group 2: Independence of the Federal Reserve - The legal framework of the Fed ensures its independence, with a Board of Governors consisting of seven members appointed by the President but confirmed by the Senate, serving long terms of 14 years [4] - Historical experiences, such as the 1970s "stagflation," demonstrate the importance of the Fed's independence in making long-term economic decisions without succumbing to short-term political pressures [4] - Countries with more independent central banks tend to have lower inflation rates and more stable economic growth, as evidenced by the Bank of England's independence leading to a reduction in expected inflation by about 1 percentage point since 1997 [4] Group 3: Tensions Between Trump and the Federal Reserve - President Trump's economic policies conflict with the Fed's monetary policy, as he advocates for interest rate cuts to stimulate economic growth, while Powell emphasizes caution in the face of economic uncertainty [6] - Trump's dissatisfaction with Powell's leadership has led to threats of dismissal, reflecting the ongoing tension between the executive branch and the Fed [6] Group 4: Perceptions of the Federal Reserve - The book "Currency Wars" portrays the Fed as a mysterious entity manipulated by international financial groups, suggesting it has played a role in major historical events like the World Wars [7] - In reality, the Fed operates independently, with decisions made by a committee based on economic data and market conditions, and is subject to congressional oversight and public disclosure [7]