每日更新 - 财政刺激之路 The Daily Update - The road to fiscal stimulus



英国退欧无疑将对英国经济产生负面影响,但无从知晓情况会有多糟,会持续多久。因此,当务之急的是,政策制定者应在步日本央行和欧洲央行后尘之前,务必了解情况的复杂性;实际上,他们继续印制货币,进一步走向负比率,希望能刺激经济增长,拉动接近负水平的通货膨胀。纵观经济数据,此举显然是行不通的。英国央行行长卡尼坚称他不支持负利率,并且其他选择零下利率的央行“有点不对劲”, 称我们需要知道其他可靠选择。



同时,与其他主要经济体相比,中国财政赤字比较小。我们听说中国央行正在考虑增加3%财政赤字至5%以刺激经济增长。中央银行的一位分析师盛松骋指出,尽管降息和减税有助于刺激经济增长,然而“下降利率,甚至是负利率,可能不会吸引投资,”此外,公司所得税削减“是一项紧迫的政策,需要我们积极落实”。 随着政策强度加大,中国有空间和范围管理经济增长,然而这一评论并不适用于其他大银行。

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