危机应对与资产负债表修复机制
聚焦2008年金融危机后美国、欧洲、日本在坏账出清、货币政策与私营部门资产负债表衰退方面的应对机制比较。
odus@odusGDP Blind Spots and Triangular Debt: The Balance Sheets of Privately Battered Companies
Japan’s GDP and Asset Price Divergence；Comparing the Economic Pathologies of China and Japan；Balance-Sheet Recession vs. Distorted GDP；Real Estate and Private Enterprise Balance-Sheet Recession
odus@odusUS Bailout: Layered Mechanism of Bad Debt Clearance and Top-Level Guarantee
2008 Bailout vs. Market Clearing；Europe's "Radical Cure" vs. "Delay and Cover-Up"