不是这样不是不交换，是结构失衡了。
比如说收入分配不均衡，有钱人手上很多钱很多房子，而穷人钱少贷不够款没有户口买不起房子。不管印多少钱，钱总是流入富人手里，富人又通过借贷和银行系统绑在一起造成too big to fail, 这是一种失衡。
由于没有科技推动经济增长点，地方政府无法增加税收，只能靠土地财政，还有发地方债，用基础建设拉动GDP。造成房产和基础建设超能过剩，而有关民生的其他产出并没有增长，这也是一种结构失衡。
为了保持房产泡沫不破，银行系统有大量资金，没处可投。需要融资的实体经济类的企业，利润低，甚至亏钱，银行不能融资给他们。房地产相关的看起来有房价上涨顶着，能赚钱，银行可以融资给他们。地方政府基础建设，有政府背书，所以可以融资给他们。所以这个资金蓄水池越来越大。政府看着慌了，于是亚投行，一带一路，要把资金和产能输出出去。这种实业亡国，地产兴邦的现状也是一种不平衡。
怎么挽救实体企业呢？一是出口，二是内部消费。出口在人力成本越来越高的形势下，很难持续增长。同时持续的顺差引发他国贸易保护主义，汇率操纵等各种指责。这是贸易和汇率的不平衡。拉动内需能消化一部分问题。但是和房价一起造成家庭储蓄率低，债务高的问题，难以作为经济� (more...)
推荐一本书
看完后我更加觉得人性贪婪是经济危机的根本。分配不均和贫富差距永远存在不可能消除。这个危机那个危机都只是这种不均衡积累到了一个小的爆发点需要释放人类社会才能继续稳定。
Are mass violence and catastrophes the only forces that can seriously decrease economic inequality? To judge by thousands of years of history, the answer is yes. Tracing the global history of inequality from the Stone Age to today, Walter Scheidel shows that inequality never dies peacefully. Periods of increased equality are usually born of carnage and disaster and are generally short-lived, disappearing with the return of peace and stability. The Great Leveler is the first book to chart the crucial role of violent shocks in reducing inequality over the full sweep of human history around the world.
Ever since humans began to farm, herd livestock, and pass on their assets to future generations, economic inequality has been a defining feature of civilization. Over thousands of years, only violent events have significantly lessened inequality. The "Four Horsemen" of leveling—mass-mobilization warfare, transformative revolutions, state collapse, and catastrophic plagues—have repeatedly destroyed the fortunes of the rich
Are mass violence and catastrophes the only forces that can seriously decrease economic inequality? To judge by thousands of years of history, the answer is yes. Tracing the global history of inequality from the Stone Age to today, Walter Scheidel shows that inequality never dies peacefully. Periods of increased equality are usually born of carnage and disaster and are generally short-lived, disappearing with the return of peace and stability. The Great Leveler is the first book to chart the crucial role of violent shocks in reducing inequality over the full sweep of human history around the world.
Ever since humans began to farm, herd livestock, and pass on their assets to future generations, economic inequality has been a defining feature of civilization. Over thousands of years, only violent events have significantly lessened inequality. The "Four Horsemen" of leveling—mass-mobilization warfare, transformative revolutions, state collapse, and catastrophic plagues—have repeatedly destroyed the fortunes of the rich
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