J. Bradford DeLong, Professor of Economics at the University of California, Berkeley, is a research associate at the National Bureau of Economic Research and the author of Slouching Towards Utopia: An Economic History of the Twentieth Century (Basic Books, 2022). He was Deputy Assistant US Treasury Secretary during the Clinton Administration, where he was heavily involved in budget and trade negotiations. His role in designing the bailout of Mexico during the 1994 peso crisis placed him at the forefront of Latin America’s transformation into a region of open economies, and cemented his stature as a leading voice in economic-policy debates.
伯克利——说起美国国会,直到某个问题真的结束前,似乎一直是没完没了的状态。但截止7月下旬,似乎有两项主要法案将很快摆上乔·拜登总统的案头,等待他签字批准。首先是创造有助于促进半导体生产环境的激励措施(CHIPS)法案,该法案将提供数百亿美元用于支持国内半导体的生产和研究。第2份是降低通胀法案,该法案是失败的重建得更好法案的精简版,但仍包含数千亿美元用于支持清洁能源和激励所有经济领域脱碳。
上述法案合在一起,足以颠覆对拜登执政头两年的记述。突然间,政府的立法成就就从“令人失望”变成了“超乎预料。”
到目前为止,许多选民已经忘记了2021年3月的美国救援计划,该计划巩固了后疫情时代的强劲复苏,并防止了标志奥巴马时代的令人痛苦的长期半萧条状态重演。尽管许多评论人士将今天的高通胀归咎于美国救援计划,但事实是,它只对通胀做出了很小的贡献。与疫情相关的供应问题和俄罗斯在乌克兰的战争推高了全球价格。但更重要的是,通胀暂时上升好过再次出现经济增长缓慢的失去的十年。
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