2022년 4월 4일 월요일
동아일보
가계-기업 빚 4500조…‘부실폭탄 부메랑’ 온다
코로나 이후 GDP대비 빚 24.6%P↑…외환위기-금융위기 때보다 큰 폭
자영업 생계대출-개인 ‘빚투’ 여파
변동금리 대출 비중 8년만에 최고
금리상승 직격타… 줄도산 우려
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조선일보
日언론 “자랑하던 ‘K방역’ 무너졌다… 세계 최다 감염인데 규제 풀어”
wkfy****
결론은 문재앙이 사기방역은 실패했다는거다 문재앙은 탈원전 태양광 집값폭등 외교망신 등등 너무 최악의 정권이다
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서울경제
"왜 백신 맞나요" 254만 도즈 폐기됐는데 1.4억 회분 더 온다
방역패스 폐지후 백신 중요도 퇴색
3차접종 한달간 2.5%p 증가에 그쳐
고령층 4차 물량도 절반이상 버려져
"불가피했던 선택, 공무원 문책 안돼"
개도국 지원 방안 등 조속 마련해야
--->잘못된 예측으로 백신을 폐기하게 됏는데, 공무원을 문책하면 안 된다고! 공무원은 철갑을 두르고 있나?
트루라이즈/ 일베 댓글
백신 수입에 관한 리베이트
브로커 슈킹 백프로임 저거 다 문재앙 지인들이 하는거임
장담하는데 저거 특검 무조건 해야함
문재앙 정권의 민낯이 확연히 드러 날것임
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문화일보 구독
[단독]“中, ‘3不’ 외 ‘1限’ 요구…文정부, 은폐뒤 사드 정식배치 지연”
정부소식통 “2017년 배치 때
中이 운용 제한까지 압박” 주장
당시 강경화 “추가요구 없었다”
이후 美의 정식배치 요청에도
文정부, 환경영향 등 내세우며
관련 절차는 거의 진전도 안돼
외교부 “3不 이상 내용은 없어”
중국이 2017년 주한미군의 고고도미사일방어체계(THAAD·사드) 배치 당시부터 ‘3불(不) 정책’에 더해 ‘1한(限)’(이미 배치된 사드 운용 제한)을 요구해온 것으로 4일 알려졌다.
teno****
분명 국가 안보 그리고 이적행위 이정도면 정말 확실한것아닌가 일반 인이 이리 햇다면 정말 그와 그집안은 하물며 최고 통수권자라는 🐕 만도 몿한 🐕 허접이는 사형아닌가 정말 대한민국 법이 존재하는 국가라면 반드시 그 이적행위 한자 최고의 권위를 가지고도 국민을 우롱하며 국민을 지옥으로 몰고간 🐕 만도 몿한 찌질이 사형 사형으로 그 법이 있음을 보여주세요
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드디어 대선 득표수 공식 풀었다. 틀렸다면 고소하라 정면승부 직격.(220404)
맹주성 교수
https://youtu.be/HbD-4jqiujg
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구닥다리다/ 일베 댓글
호밀 수출 세계 1위가 러시아임.
과거에는 우크라이나가 러시아에 식량 공급을 했는데 푸틴이 정권 잡고 시베리아 넓은 땅을 개간해 기계 농업으로 곡물 생산량이 자급자족하고 남아 수출함.
낙농업인 육류와 유제품도 자급자족하고 남아서 수출함.
세계 인구 40% 를 차지하는 인도와 중공이 러시아산 에너지를 소비하기 때문에 유럽이 아니더라도 가스와 석유 수출은 걱정 없음.
러시아산 콩 수출은 중공이라는 거대한 시장이 있어서 소비에는 걱정 없음.
수산물 수출도 중공이라는 시장이 있어서 걱정 없음.
공산품 수입은 중공에서 가져오기 때문에 생필품 부족은 없음.
우크와 러시아 전쟁이 장기전으로 갈 경우 식량과 에너지 가격 인상으로 뒈지는 거는 유럽 나토 국가들임.
광물 수출도 러시아가 중단하면 한국 포함 전세계가 공급 부족으로 한국은 반도체 생산도 중단 해야 됨.
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나드아짜근엄마/ 일베 댓글
유럽은 별 문제 없다. 오히려 경제제재 길어져서 러시아산 자원 수출길이 막히면 장기적으로 러샤만 병신되는 거야
단기적으로 파키스탄 이집트 아프리카 국가같은 빈국들은 식량가격 상승으로 고통을 겪겠지
단기적으로 공급망 교란으로 인플레가 일어나겠지만 러시아산 자원을 대체할 나라들은 매우 많다. 캐나다 미국 아르헨 브라질 호주 같은 나라들이지
장기적으로 이렇게 공급망의 대체가 일어나면 이제 러시아는 자원빨도 없어지는 빈국 중에 빈국이 되는 거임
지금도 인도에 러시아가 공급하는 원유는 시중가의 3분의1이다 ㅋㅋㅋ 러시아 경제는 그야말로 씹창 나게 되는거지
푸틴의 야망이 러시아를 다시 빈국 중에 빈국으로 만들게 될거다. 장기적으로 세계 공급망에서 축출돼서 끝난거지
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우크라이나 전황도
숲속의마구로
http://www.ilbe.com/view/11406289575
러시아군은 전열 재정비를 위해서 철수했다고는 하지만 도망에 가까운 수준으로 빤스런중
남부와 동부 점령지역을 공고히 하려고 한다지만 전략적으로 돈바스 내주고
우크라이나군이 크림 먹으러 들어가면 러시아는 또 골때려지는 상황 생김
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윤석열의 위태위태한 조짐 !!!!
최보식의언론TV
https://youtu.be/H07l5zZ6LFg
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푸틴 때문에 발생한 인플레라고! 그게 아니라 현대 통화 이론 때문이야!
Putin's Inflation? Homegrown Modern Monetary Theory Is to Blame
Vibhu Vikramaditya
현대 통화 이론 주창자들은 정부가 돈을 찍어내기만 하면 상품과 고용이 넘쳐날 거라고 믿는다. 하지만 오스트리아 경제학은 그것이 거짓말이고 잠꼬대임을 알려준다.
Prices of goods and services in the economy seem to be going through the roof, and both consumers and producers suffer from the falling value of their money. Unfortunately, the public turns to politicians in Washington and economists around the world for answers.
While president Joe Biden and his administration call it Putin's price hike, the US Bureau of Labor Statistics reports that over the last twelve months, the all items index increased 7.9 percent before seasonal adjustment. The reported twelve-month increase has been steadily rising and is now the largest since the period ending January 1982. The all items less food and energy index rose 6.4 percent, the largest twelve-month change since the period ending August 1982. The energy index rose 25.6 percent over the last year, and the food index increased 7.9 percent, the largest twelve-month increase since the period ending July 1981.
Meanwhile, the government’s debt has exploded to $30 trillion, up from about $10 trillion at the start of the 2008 downturn and $5 trillion in the mid-1990s. While such startling evidence is directly in contradiction with the official narrative of the White House, political elites either ignore the problem altogether or blame the wrong people. Part of the root of this calamity is found in the foundation of economic beliefs of the Biden administration.
Even though Treasury secretary Janet Yellen has distanced herself from modern monetary theory (MMT), as a student of James Tobin, she continues to remain an inflationist who believes that government should play a more active role in the economy. For example, she supported the $1.9 trillion stimulus plan signed in March 2020 even though the money was created from thin air. While she does not officially endorse MMT, nonetheless her views of economics do not stray far from MMT orthodoxy.
Stephanie Kelton, author of The Deficit Myth: Modern Monetary Theory and the Birth of the People's Economy, also began doing regular interviews on the topic, becoming the de facto face of the MMT movement. She served as an economic adviser to Sen. Bernie Sanders during his presidential campaign and has since advised the Biden administration as well, going as far as to declare that Biden has adopted her principles.
What Is Modern Monetary Theory?
Modern monetary theory begins with the government budget constraint under a system of fiat money. According to William Mitchell, L. Randall Wray, and Martin Watts in Macroeconomics, the standard MMT approach, which relates the present value of tax revenue to the present value of government spending and the government debt, is misleading. Further,
the most important conclusion reached by MMT is that the issuer of a currency faces no financial constraints. Put simply, a country that issues its own currency can never run out and can never become insolvent in its currency. It can make all payments as they come due. (p. 13)
As a result, “For most governments, there is no default risk on government debt” (p. 15).
The most important implication of such a radical theory is that government enjoys potentially limitless power as an arbitrator in the economy. Based on this theory, Congress supposedly can use the printing press effectively via accumulation of debt, raising aggregate demand to the level of full employment. Inflation, according to MMT theorists, is a phenomenon borne out of the class conflicts between workers and capitalists as they jostle for higher shares of the national income (Macroeconomics, p. 255). According to them, moreover, virtually “all spending (private or public) is inflationary if it drives nominal aggregate demand above the real capacity of the economy to absorb it” (Macroeconomics, p. 127).
As is the case with most “crank” theories, the world that this theory describes can never come to life. Full employment is not a criterion that real prices wait for to increase as buyers and sellers compete for scarce resources in the market economy. The view that inflation is a purely monetary phenomenon and that inflation takes place that is beyond the economy's absorbing capacity are both true to an extent, but both miss the vital picture of the interconnectedness of the market economy.
Inflation in the Structure of Production
The general increase in the price level, as the mainstream and MMT theorists want to believe, does not come directly from an increase in money supply or full employment (the “overheated” economy) but from an increase in the scarcity of goods and services whose ability to impact the prices of other goods and services is relatively higher and whose production takes substantial time. The full employment criterion of MMT is therefore not needed for prices to start increasing, as economists like Murray N. Rothbard have demonstrated when they refer to “stagflation,” the simultaneous increase of inflation and unemployment.
The structure of production in the economy starts with goods produced at the primary stages and ends with the final goods used by consumers. Goods used in the primary stages of the structure of production are created through agriculture, forestry, fishing, mining, oil extraction, and other natural resources. These inputs form the base of almost every other product or service provided to consumers. Due to their vital role as the base products of the economy, these products' price changes due to changes in demand are the most inflationary to all other goods.
The second most effective influencers of prices of other goods are the semifinished goods and services used as inputs by producers during the middle stages to create final goods and services. Given their nongeneral nature, these goods, such as steel and plastic, are used by multiple producers for various next-stage goods. As demand for semifinished goods increases due to increased competition among producers of final goods, it exerts inflationary pressures directly on final-goods prices.
When additional money is introduced into the economy as a result of increased government spending, it leads consumers to increase their consumption of final goods due to their increased money balances. As demand for final goods increases, producers of final goods look to purchase more primary order goods and various other intermediate goods, whose scarcity then increases due to increased competition among producers, which leads to an increase in these goods' prices.
This reorients prices of the entire structure of production, and the shift is then observed as a general increase in prices through various indexes. The severity of increases in prices depends upon the ability to meet the increased demand for base goods and intermediate goods.
We can understand that inflation is a phenomenon that takes place due to changes in scarcity as a result of increased competition between producers each pursuing their independent ends. While increases in prices are a part of the adaptive market process that guides production and consumption, soaring inflation levels or sudden general increases in prices require an additional generation of money in the economy that is more than the money created through consumer and producer credit in the natural course of the economy. Had the changes in money supply been internal to the economy, the adaptive market process would have worked to allocate goods efficiently.
When governments create artificial demand and try to increase their spending in an unchecked manner, they effectively create inflationary pressures in the structure of production. At the same time, they also destroy the allocating price mechanism of the markets, which gets worse the more they spend. While printing and digitally transferring money might take seconds, production and distribution takes much longer.
The Proper Role of Prices in the Market Process
As Congress armed with MMT attempts to dictate the course of the economy based on their political leanings, it leads to distortions of prices in the structure of production, but the rise in prices is not the problem per se. The rise in prices in a well-functioning market has a specific role; when an object of use becomes scarce in the market, it is a signal to consumers to economize on it. At the same time, price increases point in the direction of a more profitable employment of resources—production of the expensive good—until supernormal profits are exhausted. When prices rise artificially, however, this destroys the efficient allocation mechanism of markets and is a tax levied on consumers that reduces the purchasing power of their money, as well as their saved-up wealth.
Inflation-driven price increases act as signals that misdirect the employment of resources, leading producers to make inefficient choices and allocate factors erroneously. They undermine the trust in the price mechanism from all sides. Prices in this situation are like traffic signals that always misdirect traffic.
Conclusion
The only thing modern about MMT is the unprecedented amount of confidence in both its advocacy and application. The US economy already has experienced the Keynesian spending spree of the sixties, which ended in the stagflation of the seventies. When the government’s economic policies are based on the belief that the government can print unlimited amounts of money with little or no repercussions, we should not be surprised to find ourselves living under the most inflationary period in forty years.
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