2021~2022年,在多重因素推动下,欧美通胀快速上升并达到40年来的高位,迫使美联储与欧央行紧缩货币政策。2022年爆发的乌克兰危机引发了地缘政治紧张。金融条件收紧与地缘风险上升引发了人们对新兴市场债务风险的担忧。本文的智库热点主要选题于中国社会科学院世界经济与政治研究所全球宏观经济研究室编译的《全球智库半月谈》,选题的时间范围为2021年10月至2022年9月,主要聚焦三个在选题期间被全球智库广泛讨论的热点问题。第一,欧美通胀问题。智库主要关注了推动通胀的主导因素以及采取货币政策控制通胀的难度。第二,乌克兰危机问题。智库主要关注了西方对俄罗斯的制裁以及乌克兰危机对全球经济的影响。第三,新兴市场债务风险问题。智库主要关注了新兴市场债务脆弱性表现与风险以及如何应对新兴市场的债务风险。
From 2021 to 2022,driven by multiple factors,inflation in Europe and the United States has risen rapidly and reached a 40-year high,forcing the Federal Reserve and the European Central Bank to tighten monetary policy. The Ukraine Crisis in 2022 triggered geopolitical tensions. Tighter financial conditions and rising geopolitical risks have raised concerns about debt risks in emerging markets. This paper summarizes three hot issues discussed by global think tanks from October 2021 to September 2022. First,inflation in Europe and the United States. Think tanks mainly study the dominant factors driving inflation and the difficulty of monetary policy in controlling inflation. Second,the crisis in Ukraine. Think tanks mainly focus on Western sanctions against Russia and the impact of the crisis in Ukraine on the global economy. Third,emerging market debt risk. The think tank articles mainly focus on the performance of emerging market debt fragility and risk and how to deal with emerging market debt risk.