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伴随着货币存量和信贷规模的快速增长,我国资产市场价格明显走强,房地产市场的回暖尤其明显,不但成交量和价格显著攀升,北京、上海、深圳等热点城市甚至重现了2007年房地产市场火暴时期千人排队购房的盛况。但在全球性经济金融危机尚未明朗的背景下,我国经济是否真正企稳却面临着很大的不确定性。从宏观上来看,虽然当前我国经济面临的主要矛盾仍然是产能相对过剩和有效需求不足之间的矛盾,但是历史经验表明,在国际国内流动性极度泛滥的背景下,M2大幅上升往往伴随着通货膨胀率危险增大。
Along with the rapid growth of currency stock and credit scale, the prices of asset markets in our country have been significantly strengthened. The real estate market has been especially warmed up. Not only the trading volume and prices have risen sharply, but hot spots such as Beijing, Shanghai and Shenzhen have even reproduced the real estate market in 2007 Thousands of people queuing to buy a grand occasion. However, under the background that the global economic and financial crisis is not yet clear, whether China’s economy is actually stabilized or not is facing great uncertainty. From a macro point of view, although the main contradiction faced by China’s economy is still the contradiction between relative surplus capacity and insufficient effective demand, historical experience shows that in the context of extremely large domestic and international liquidity, the substantial increase in M2 is often accompanied by the inflation Expansion rate increased risk.