In both cases, the underlying problem is insufficient aggregate demand. The ultimate irony is that there are simultaneously excess capacity and vast unmet needs – and policies that could restore growth by using the former to address the latter.
我对欧美的前景都不太乐观。他们所面临的根本问题其实就是累计总需求不足。而最大的讽刺莫过于一方面产能过剩，另一方面却有巨大的需求无法的到满足——而利用前者来应对后者的政策对恢复增长是有帮助的。