我国的通胀形成机制:成因述评及全球化的分析框架

Inflation Mechanism in China:Standpoint Review and Analysis Framework on Globalization

当前,对我国通货膨胀的形成机制多有争议,虽然各种观点各有侧重,但均强调经济全球化带来的影响和冲击。基于此,本文立足于全球化的视角,构建了一个逻辑分析框架,并将我国的通货膨胀问题置于此框架下进行探讨,分别从国内外产出缺口、全球流动性、大宗商品价格、货币供应、资产价格、人民币汇率和要素价格重估等角度,对我国通胀形成因素做了一般性分析,并据此得出了一些结论和启示。

Currently,there are many different standpoints on inflation mechanism in China.But emphasizing the stock brought by economic globalization is the common ground. So this paper tries to design a analysis framework basing on the angle of globalization, and studies inflation mechanism in China under this frame. We analyze some important factors including output-gap,liquidity,the price of international bulk commodity, money supply, asset price and exchange, and draw a lot of significative conclusions.