Trade disputes are usually understood as conflicts between countries with competing national interests, but as Matthew C. Klein and Michael Pettis show, they are often the unexpected result of domestic political choices to serve the interests of the rich at the expense of workers and ordinary retirees. Klein and Pettis trace the origins of today’s trade wars to decisions made by politicians and business leaders in China, Europe, and the United States over the past thirty years. Across the world, the rich have prospered while workers can no longer afford to buy what they produce, have lost their jobs, or have been forced into higher levels of debt. In this thought‑provoking challenge to mainstream views, the authors provide a cohesive narrative that shows how the class wars of rising inequality are a threat to the global economy and international peace—and what we can do about it.
為時而著,但不妨礙是一本好書。前三章溫習瞭國際貿易、國際金融和發展經濟學最重要的知識點。後三章闡述瞭中德美在當今世界貿易中的現狀。中德因為自身的曆史和結構性原因製造有餘而消費不足,超額供給在全世界尋求市場;美國因美元的霸權地位吸收全世界的冗餘資金,隨之而來的巨額私人債務和貿易逆差加劇瞭銹帶的去工業化,最終讓右翼民粹主義登颱。循此邏輯,Klein和Pettis不同意Navarro的雙邊貿易解決方案,而是要求以各國的國內調整帶動國際間的調整,避免重演一百年前國際貿易不平衡的覆轍。作者用心不可謂不良苦,但最優邏輯解的條件往往又是最苛刻的。由最優解嚮次優解、次次優解一路滑落,最終積重難返,這樣的例子在曆史上也比比皆是。
評分##和great rebalance一樣的理論框架,可搭配看。沒太涉及class war 和inequality,兩者隻是作為産能/儲蓄剩餘的起因被討論。
評分##A deeply problematic book that evades the question of growth in developing countries, as well as the issue of demographics in the so-called surplus countries. It will lend intellectual gravitas to a lot of protectionist measures in the next administration.
評分##重溫
評分##拉裏薦書係列。幾乎從國際貿易的角度講瞭一遍資本主義現代史。講中國和美國的部分稍微有點陳詞濫調,德國聊的不錯。前三章對貿易經濟學和現代企業在貿易中角色的綜述也棒極瞭,甚至可以作為一本放在書架上經常參考的工具書。
評分##曆史蠻詳實的,國際貿易入門書
評分##和great rebalance一樣的理論框架,可搭配看。沒太涉及class war 和inequality,兩者隻是作為産能/儲蓄剩餘的起因被討論。
評分##曆史蠻詳實的,國際貿易入門書
評分##重溫
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