Trade Wars Are Class Wars

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Matthew C. Klein
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Yale University Press 2020-5-19 Hardcover 9780300244175

具体描述

Matthew C. Klein is the economics commentator at Barron’s. He lives in San Francisco, CA. Michael Pettis is professor of finance at Peking University’s Guanghua School of Management and a senior fellow at the Carnegie Endowment for International Peace. He lives in Beijing.

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.

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为时而著,但不妨碍是一本好书。前三章温习了国际贸易、国际金融和发展经济学最重要的知识点。后三章阐述了中德美在当今世界贸易中的现状。中德因为自身的历史和结构性原因制造有余而消费不足,超额供给在全世界寻求市场;美国因美元的霸权地位吸收全世界的冗余资金,随之而来的巨额私人债务和贸易逆差加剧了锈带的去工业化,最终让右翼民粹主义登台。循此逻辑,Klein和Pettis不同意Navarro的双边贸易解决方案,而是要求以各国的国内调整带动国际间的调整,避免重演一百年前国际贸易不平衡的覆辙。作者用心不可谓不良苦,但最优逻辑解的条件往往又是最苛刻的。由最优解向次优解、次次优解一路滑落,最终积重难返,这样的例子在历史上也比比皆是。

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##前面三章开启新世界大门,后面就zhujian 开始摆烂

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##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.

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##前面三章开启新世界大门,后面就zhujian 开始摆烂

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##论述起来显得不太convincing,很容易被低估,但说出了很多ugly truth,有助于理解当下,实在比很多所谓“严肃的学术著作”强多了。读完想借用Michael Yates的书名叹一句,Can the Working Class(Still) Change the World?

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##Kindle

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##未必正确,但读一下有助于理解outsiders的思路 英国《金融时报》首席经济评论员 马丁•沃尔夫 “贸易战经常被形容为国家之间的战争。事实并非如此:贸易战主要是银行家和金融资产所有者与普通家庭之间——富有阶层和其他所有人之间——的冲突。” 这句话概括了《贸易战争实为阶级战争》(Trade Wars Are Class Wars)一书的...  

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##台版繁体,记忆点:第二章1820年开始的全球金融周期/危机梳理不错(逐利阶层的全球化运作,以及地方代表,势必表现以及勾稽政治和军事力量);重述霍布森观点,从贸易顺逆差追究到分配制度(世界大同可行性不高);以及简述全球贸易历史(盛极一时的避税安排以及国际贸易高融合下的全貌难解)

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##顾名思义,这本书是关于全球日益加剧的贫富差距造成了各个国家之间的贸易的不平衡,进而导致了愈演愈烈的贸易战。其中作者Michael Pettis是北京大学光华管理学院的金融学教授。这本书是2020年5月由耶鲁大学出版社刚出版的新书,并没有被引进国内。我认为这是非常发人深省的一本...  

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