摘要
卢卡斯与萨金特在成为理性预期学派的代表人物之前,都是凯恩斯主义者。萨金特是基于理性预期解析凯恩斯主义的政府干预行为,而非像卢卡斯那样基于理性预期解析弗里德曼的新货币理论,来构建新古典宏观经济学的。两者之所以殊途同归在于,都以探寻宏观经济学的微观基础为切入点将宏观经济分析微观化。萨金特的理性预期理论凯恩斯的预期理论完全不同于。萨金特基于"微观化"的新古典宏观经济学提出的经济政策与宏观经济变量之间的因果理论,虽能获得2011年的诺贝尔经济学奖,却无力解释和解决当前欧美的金融与经济危机。经济政策对宏观经济变量的影响程度和影响方向,最终取决于经济政策在多大程度上缓和或激化了资本主义基本经济制度的内在矛盾,而不是经济人的理性预期。
Before Sargent and Sims became the representatives of the Rational Expectation School,both of them were Keynesians.Sargent explains Keynesian' government intervention activities based on Rational Expectation.However,basing on Rational Expectation,Lucas explains Friedman's New Monetary Theory in order to build Neoclassical Macroeconomics.The common part is that both of them explore the micro-foundation of macroeconomics as the threshold to analyze macroeconomics.Although Sargent's theory of the causal relationship between economic policy and different macroeconomic variables is based on the 'micro-foundation' Neoclassical Macroeconomics and even won the 2011 Nobel Prize for Economics,it still cannot explain and resolve the current Euro-American financial and economic crisis.The reason is that the influencing extent and direction of macroeconomic variables caused by economic policy are eventually depending on what degree economic policy will mitigate or intensify the internal conflict of Capitalism's basic economic system,rather than depending on the rational expectation by Homo economicus.
出处
《华南师范大学学报（社会科学版）》
CSSCI
北大核心
2012年第3期84-90,163,共7页
Journal of South China Normal University：Social Science Edition
关键词
理性预期
动物精神
经济政策
宏观经济
rational expectation
animal spirits
economic policy
macro economics
