2021~2022年拉美经济形势:短期触底反弹,中期增长疲弱
文章摘要:基于基数效应和政策支持,2021年拉美地区经济实现了“补偿性”增长。然而,这种经济增长是一种脆弱性复苏,因为通胀持续走高,失业状况依然严重。财政赤字有所缓解,但经常账户重回赤字状态,公共债务和外债比重始终居高不下,宏观经济政策空间缩小且政策权衡的复杂性和难度加大。2022年,不确定性较高,疫情、乌克兰危机、国际金融市场流动性、大宗商品价格走势等构成了影响拉美地区经济的外部因素,而巴西、哥伦比亚等国大选,旨在提高生产率的结构性改革进展等将影响其... 展开
Abstract:Based on the base effect and policy support,the economy of Latin America and the Caribbean achieved “compensatory” growth in 2021. However,this economic growth is a fragile recovery. Because inflation continues to rise and unemployment remains serious. The fiscal deficit has eased,but the current account is back in deficit. The levels of public debt and external debt have remained high. Macroeconomic policy space is shrinking,an... 展开