岸田政权经济政策“成绩单”

岸田政府在最近一次经济财政咨询会议上总结了其经济政策的成果。尽管名义GDP和企业利润创下历史新高,但实际增长率仅为3%,潜在增长率也处于G7最低水平。虽然工资上涨幅度创下33年来的最高水平,但实际工资仍然负增长。个人消费也未能恢复到疫情前水平,日本政府尚未宣布摆脱通货紧缩。尽管政府强调家庭金融资产达到历史最高水平,但企业利润增加并没有转化为劳动者收入的增加,劳动分配率仍然处于低位。此外,尽管预计基础财政收支将在2025年实现盈余,但由于日本债务余额已超过GDP的两倍,以及防卫、少子化对策等支出压力,新一届政府需要采取措施提升企业生产效率,并确保财政资源。

Original Title: 岸田政权交出的经济政策“成绩单”

Summary: The Kishida administration recently held its final economic and fiscal advisory meeting, summarizing the results of its economic policies. Although nominal GDP and corporate profits have reached record highs, real growth is only 3%, and potential growth is at the lowest level among G7 countries. While wage increases have reached their highest level in 33 years, real wages remain negative. Personal consumption has also not recovered to pre-pandemic levels, and the Japanese government has not yet declared an end to deflation. While the government emphasizes that household financial assets have reached a record high, increased corporate profits have not translated into increased worker income, and the labor allocation rate remains low. In addition, although the basic fiscal balance is expected to reach a surplus in 2025, Japan’s debt balance has already exceeded twice its GDP, and there are pressures from defense, declining birth rates, and other expenditures. The new administration needs to take measures to improve corporate productivity and ensure fiscal resources.

Original article: http://cn.nikkei.com/politicsaeconomy/politicsasociety/56604-2024-09-04-11-04-50.html?print=1