“凯恩斯与弗里德曼”之金融理论比较研究——兼评我国经济刺激计划

Comparison research of "Keynes &Friedman" financial theory——on China economy activate policy

本文从经济思想的角度探讨了凯恩斯金融理论与弗里德曼金融理论在属性上的本质区别:前者属于国家干预主义学派,后者属于新经济自由主义学派。详细对比了两种金融理论在内容上的巨大差异,诠释了这两种理论在货币传导机制上的巨大分歧,发现了两种理论分别能够解决不同的经济问题:凯恩斯理论可解决生产过剩的经济危机,而弗里德曼理论则适用于解决"滞胀"这种经济现象。最后运用凯恩斯金融理论分别从消费需求和投资需求两个方面分析了我国目前正在实施的经济刺激计划所带来的经济政策效果,得出了我国的最终目标是要建立一个消费主导型的经济社会,让全体国民享受到经济发展所带来的福祉。

This dissertation proves that there is an essential difference between Keynes’ monetary theory and Friedman’s monetary theory in the properties from the perspective of economic thought, which the former is a school of state intervention principle and the latter belongs to a new school of economic liberalism. Compares the two monetary theory in the content of the great differences in detail, interprets the huge differences of two theories in the monetary transmission mechanism and finds that the two theories are able to resolve the different economic problems： the Keynesian theory is to solve the overproduction of economic crisis, and the Friedman’s theory is applicable to solve the ＂stagflation＂ of this economic phenomenon. Finally, the use of Keynesian finance theory from consumption demand and investment demand analysis of two aspects of the effect of economic policies brought about by China＇s ongoing economic stimulus plan, China＇s ultimate goal is to create a consumer -led economic society so that all citizens enjoy the well-being brought about by the economic development.