2022~2023年,高通胀迫使美联储与欧洲央行货币政策大幅紧缩。货币紧缩推动通胀下行,但也加剧了金融风险。同时,在地缘政治风险上升的背景下,全球产业链面临重塑甚至断裂风险,出现明显的地缘经济碎片化倾向。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2022年10月至2023年9月,主要聚焦以下三个在选题期间被全球智库广泛讨论的热点问题。第一,欧美通胀形势与货币政策问题。智库文章主要关注了推动通胀的主导因素、通胀走势与货币政策选择。第二,金融风险与金融危机问题。智库文章主要关注了金融风险加剧的概况、原因与影响。第三,产业链重塑与全球地缘经济碎片化问题。智库文章主要关注了导致地缘经济碎片化的相关政策、表现与经济影响。
From 2022 to 2023,high inflation forced the Federal Reserve and the European Central Bank to tighten monetary policy sharply. Monetary tightening has pushed inflation down,but it has also exacerbated financial risks. At the same time,under the background of the rising geopolitical risk,the global industrial chain is facing the trend of reshaping or even breaking,and there is an obvious tendency of geo-economic fragmentation. This paper summarizes three hot issues discussed by global think tanks from October 2022 to September 2023. It mainly focuses on three hot issues that have been widely discussed by global think tanks during the topic selection period. First,inflation and monetary policy in Europe and the United States. The think-tank articles mainly focus on the leading factors driving inflation,inflation trends and monetary policy choices. Second,financial risk and financial crisis. The think tank articles mainly pay attention to the general situation,causes and effects of the aggravation of financial risk. Third,the reshaping of industrial chain and the fragmentation of geo-economy. The think tank articles mainly focus on the relevant policies that lead to the fragmentation of the geo-economy,the performance and economic impacts.