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日本政府近期公布的宏观经济数据显示,日本经济正在好转。3月地震导致的供应链限制已得到缓解,日本经济增长主引擎之一的出口已逐渐走出地震灾害和供应链断裂的影响,企业和消费者信心开始回升……日本经济有望在2011财年下半年重新回到温和复苏的轨道。然而,核泄漏事故、财政刺激政策的匮乏、日元升值、美国资产负债表的调整和欧债忧虑等风险将继续对日本经济构成下行压力。
Japanese government recently released macroeconomic data show that Japan’s economy is improving. The supply chain restrictions caused by the March earthquake have been eased and the export of one of Japan’s major engines of economic growth has gradually out of the effects of the earthquake disaster and the supply chain break. As a result, the confidence of enterprises and consumers starts to pick up ... Japan’s economy is expected to be under FY11 Six months to return to the track of modest recovery. However, such risks as the nuclear accident, the lack of fiscal stimulus, the appreciation of the yen, the adjustment of the U.S. balance sheet and the worries of the European debt will continue to exert downward pressure on Japan’s economy.