西方主流经济理论的一个致命尴尬:金融理论的缺失  

Missing of Financial Theory:A Fatal Embarassment in Western Mainstream Economics

作　　者：林金忠[1] 

机构地区：[1]厦门大学经济研究所,福建厦门361005

出　　处：《学术月刊》2013年第12期84-91,共8页Academic Monthly

基　　金：教育部人文社科项目"金融主导型资本主义经济内在不稳定性问题研究"(12YJA790081)的阶段性成果

摘　　要：2008年金融危机爆发后英国女王对经济学家们的质问,已触及西方主流经济理论的一个致命尴尬——其金融理论的缺失。问题并不在于西方主流经济学的金融研究做得够好或不够好,而在于它原本压根儿就没有经济学层面的金融研究,换言之,西方主流经济理论客观存在着金融缺失问题。由于古典经济学沿袭了古典货币数量理论,其对经济世界的"两分法"以及所谓"货币面纱"之说,导致其理论系统将货币、从而金融排除在经济理论研究视野范围之外;由于一般均衡模型把货币视为既无助于、但也不妨碍一般均衡实现的东西,在这个模型中金融是彻底缺失的;马歇尔以降的现代西方主流经济理论也同样存在着金融缺失问题,而且,以此类理论为指导下的现代金融研究,除了在技术性层面提供数学推演和计量检验,并不可能预测金融危机的发生。金融研究应该从"非主流"经济理论中获取有益知识和思想启发。The British Queen＇s inquiry to the economists right after the financial crisis of 2008 has touched on the fatal embarrassment of the mainstream economic theories which concerns the financial deficiency problem in those theories. The key point does not lie in how well the mainstream economics has done with respect to the financial problem, but lies in its deficiency in finance, i. e. , it has never really studies on it. For the classical economics, due to its following so-called classical quantity theory of money, its dichotomy of the economy, and its concept of the veil of money, it has actually ruled out financial problem from the theoretical exploration of economics. In the general equilibrium theory, money is regarded as something that neither necessary nor useful in the equilibrium process, so the finance is utterly deficient in the general equilibrium model. The financial deficiency problem continues to exist in the mainstream economics ever since Alfred Marshall, with the fact that those theories have indulged the technological construction such as math modeling and econometric calculation which could never explain the occurrence of financial crisis. Meaningful exploration on the financial problem is expected to get insights from non-mainstream economic theories.

关 键 词：金融 西方主流经济学 货币理论 金融危机 

分 类 号：F09[经济管理—政治经济学]