巨额贸易逆差:美国经济增长的助推器——兼论“顺差在中国,利润在美国”的经济学分析

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针对中美贸易逆差过大问题,商务部长薄熙来用“顺差在中国,利润在美国”的说法予以驳斥,这一论断的依据是美国依靠美元特殊的国际货币地位和外汇储备特征实行对全球的金融剥削、新一轮全球产业分工重组背景下制造业的国际转移、跨国公司内部贸易、美国独特的进口商品结构、油价上涨以及美国“双赤字”的宏观政策所实现的,而巨额贸易逆差也成为自20世纪90年代以来,美国经济持续增长的助推器。然而,在美元地位不断下降的背景下,美国经济增长模式也存在潜在的危机,而美国对内外经济失衡的调整,也势必造成美元高利率和贸易保护主义重新抬头等一系列后果。 In response to the huge trade deficit between China and the United States, Commerce Minister Bo Xilai refuted the claim that “the surplus is in China and the profits are in the United States.” This conclusion is based on the fact that the United States relies on the special international currency status of the U.S. dollar and the characteristics of its foreign exchange reserves In the context of global financial exploitation, the international transfer of manufacturing industries under the new round of global industrial division of labor, the internal trade of transnational corporations, the unique structure of imported goods in the United States, the rise of oil prices, and the macro-economic policies of the U.S. “double deficits” The huge trade deficit has also become a booster for the U.S. economy to have sustained growth since the 1990s. However, given the declining U.S. dollar status, there is also a potential crisis in the U.S. economic growth model. The U.S. adjustment of domestic and foreign economic imbalances will inevitably result in a series of consequences such as the high interest rate of the U.S. dollar and the resurgence of trade protectionism.
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