中国宏观经济分析基础

宏观经济学的研究从理解货币经济和实体经济的关系出发。运用一般宏观经济理论进行学术讨论和政策研究,必须首先对关键宏观经济变量的含义有充分的理解和掌握。在中国宏观经济分析中,消费、储蓄、投资、政府支出、经常账户余额、国际资本流动和价格等关键变量都有其特殊性,理解这些特殊性对于保证经济研究的有效性是十分重要的。本文在基本的宏观经济学分析框架之上,详尽分析和论述了这些变量在中国经济研究中的特殊含义和应用统计数据时必须注意的问题,为中国宏观经济研究提供了一个具有一般性意义的理论平台。

The macroeconomic research begins with the understanding of the relationship between monetary economy and real economy. The accurately comprehension of the meanings for those key and basic variables in macroeconomics is very important for the application of the macroeconomics theory in the academic and policy discussion. In the analysis of ~China's macro-economy, the concepts such as aggregate consumption, savings, investment, governmental expending, surplus of current account, international capital flows and the inflation, all have their own characteristics and making them out is necessary to ensure the validity of the research. Based on the essential framework of macroeconomics, the paper analyzes the special meanings of these variables in ~China's macro-macroeconomic environment, and discusses the underlying problems in the application of statistics as well, which lays a general foundation for ~China's macroeconomic research.