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辨析"跨周期调节"

辨析"跨周期调节"
yicai.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from yicai.com Daily Mail and Mail on Sunday newspapers.

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跨周期调节下的中国经济_观点频道_财新网

跨周期调节下的中国经济_观点频道_财新网
caixin.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from caixin.com Daily Mail and Mail on Sunday newspapers.

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跨周期调节下的中国经济

跨周期调节下的中国经济
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钟正生：消费和制造业是下半年经济增长关键点，货币政策可以主动有为

钟正生：消费和制造业是下半年经济增长关键点，货币政策可以主动有为
下半年经济增长主要依靠消费和制造业投资
从上半年看，中国经济增长稳中有进。但从二季度来看，GDP同比和环比增速较市场预期偏低。其中有两个因素：一是价格。二季度大宗商品价格涨价，使得价格水平提高较多，由于高频数据都是名义值，而GDP核算是实际值。二是服务消费。服务消费不计入社会消费品零售总额核算，但计入GDP的核算。服务消费目前没有达到疫情前的水平，整体上可以说是一个拖累项，但其计入了GDP核算，而未计入社会消费品零售总额核算，给大家的感知和预测可能带来偏差。
对于后续中国经济的看法，我还是从“三驾马车”来看：
第一，消费。消费目前没有达到疫情前的水平，整体消费的增速能否、何时达到疫情前的水平还有很大疑 ....

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全球经济复苏之路走到哪了？

全球经济复苏之路走到哪了？
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