摘要
伴随全球经济逐步走出低谷、整体形势继续向好,美欧日等采取的刺激政策面临调整压力,但危机深层次影响尚未完全消除,经济复苏基础尚不牢固,加之主要经济体复苏进程不同、自身问题各异,这些因素加大了政策调整难度,引发市场对未来政策取向不明朗的担忧,政策风险凸显成为国际金融市场的主要焦点。文章结合主要经济体政策调整面临的问题及可能取向,对其当前主要政策风险分别进行了研究,并就未来国际金融市场走势分析的政策风险关注提出相关建议。
At present, the world economy is gradually stepping out of the bottom and is developing in a good direction; the U.S., Eurozone and Japan are under pressure to adjust their policies adopted during the crisis. At the same time, the negative impact of international financial crisis still exists, the recovery is not robust, together with varying progress of the recovery and various issues of the major economies, it becomes more difficult for major economies to adjust fiscal and monetary policies, and policy risks emerge as a major focus of the global market. Based on the difficulties major economies policy adjustments face and their intentions, this article analyzes major policy risks at this stage, and suggests the global market trend analysis to address policy risk concerns.