结构性通货膨胀解析——基于当前中国通货膨胀问题的思考

本文从总需求和总供给的经济结构两个层面对我国通货膨胀形势进行了剖析,表明我国当前源于总需求层面的通货膨胀压力已为中央银行的宏观调控锁定,目前的通货膨胀主要来源于经济结构层面。本文用部门间CPI的离散程度来表示结构性通货膨胀的数量特征,运用部门瓶颈模型分析了其形成机制,表明其根源在于农业部门发展的相对滞后,进而从收入分配角度解释了结构性通货膨胀的自我维持机制。在此基础上本文就抑制通货膨胀问题提出了相应的政策建议。

Interpretation and Analysis to the Structural Inflation:Thoughts Based on Current Inflation in China

Through the analysis to inflation from two aspects of aggregate demand and economic structure,the paper shows that the inflation pressure which comes from the aggregate demand has been locked by the PBC and the current inflation is mainly caused by economic structure.The variance concept is introduced to interpret the statistical character of the structural inflation.Then the paper analyzes the formation mechanism through the de- partment bottleneck model and points out that the structural inflation is main...