Glut of Everything
This analysis from Wall Street Journal is very interesting. The glut of money has widened the gap between the rich and the poor.
這篇WSJ的分析挺有趣的。全球富人的錢這十幾年多到滿出來，貧富不均日趨嚴重。這件事情大家都知道，也讓「你長財富、不漲我薪水」這件事成為議題。
Global oversupply extends beyond commodities, elevating deflation risk
The global economy is awash as never before in commodities like oil, cotton and iron ore, but also with capital and labor—a glut that presents several challenges as policy makers struggle to stoke demand.
但是，各種生產資源、大宗商品的供給也多到滿出來，像是石油、棉花與鐵砂，價格自然不斷下滑，而民生消費品和耐久財的情形也一樣，庫存水位不斷升高，這些對於通縮會有影響的因素，鄉民們就較少關注了。
更少被注意到的，則是全球勞動力的供給也多到滿出來。
“The fall of the Soviet Union and the rise of China added over one billion workers to the world’s labor force, meaning workers everywhere face global competition for jobs and wages.”
蘇聯垮台加中國崛起，提供了十億名的勞工。當他們加入勞動力供給的市場時，公司老闆該怎麼抉擇？是轉用那邊的低價勞動力好，還是砍你薪水好？
再者，依近10年中國經濟成長率變化圖所示，中國經濟成長率下滑，負債比也像美歐日一樣飆昇，各種刺激政策的有效性開始漸受質疑，各國政府都在擔心，現在坐在駕駛座上油門全踩，但是車子還是跑不動，接下來該怎麼辦？