总量理论的逻辑结构——两分法与瓦尔拉斯一般均衡  

Logical of Aggregate Theory——Dichotomy and Walrasian General Equilibrium

作　　者：刘洪军[1] 

机构地区：[1]南开大学经济研究所

出　　处：《政治经济学评论》2004年第1期99-117,共19页China Review of Political Economy

摘　　要：总量理论的研究对象是资本主义货币经济中的总量关系,这种总量关系的特征是处于历史时间中,企业家对货币利润的追求和对未来利润的不确定性预期影响着投资、产出和就业,并导致了总量关系的不稳定性。新古典理论家进行实物经济和货币经济两分,把资本主义动态的总量关系置于静态和比较静态的瓦尔拉斯一般均衡框架,并抽象掉总量关系的历史特征是新古典总量理论陷于各种逻辑困境的根源。本文研究了新古典总量理论的三种模式,揭示了它们内在的逻辑问题,说明它们揭示的不是资本主义总量关系,同时回顾了凯恩斯的总量理论,指出凯恩斯的总量理论是从根本上反对两分法的,在分析资本主义货币经济关系时,他使用的是移动均衡的动态的分析方法。It is the relations of aggregate variables in the capitalism monetary economics that is the subject of aggregate theory research.The characteristics of the relations are following,it is in the history time;the activities of entrepreneur pursuing monetary profit and their uncertain expectation about future profit affect investment,output and employment;and these make the aggregate relations instable.Neoclassical theorists follow the dichotomy between monetary economy and real economy,put the capitalism dynamic aggregate relations into static and comparative static walrasian general equilibrium,and ignore the history characteristics of such aggregate relations.Above method is the basic reason which leads neoclassical aggregate theory into all kind of logical paradoxes.In the paper,the author discusses three neoclassical aggregate models,pointes out their essential logical problems,and finds the aggregate relations they try to explain are not the capitalism aggregate relations.In the end,the author reviews the Keynesian aggregate theory,and points out Keynes opposed the dichotomy,Keynes used dynamic shift-equilibrium when he analyzed the capitalism monetary economy.

关 键 词：瓦尔拉斯一般均衡 凯恩斯 资本主义 货币中性 货币经济 货币理论 两分法 总量关系 非瓦尔拉斯均衡 分析方法 

分 类 号：F091.3[经济管理—政治经济学]