| [1] | 李俊青，韩其恒.不完全金融市场、海外资产结构与国际贸易[J].经济研究,2011,(2):31-43.
|
| [2] | 沈坤荣，谢勇.不确定性与中国城镇居民储蓄率的实证研究[J].金融研究,2012,(3):1-13.
|
| [3] | 谭之博，赵岳.银行集中度、企业储蓄与经常账户失衡[J].经济研究,2012,(12):55-68.
|
| [4] | 翟晓英，刘维奇，居民消费能力视角下的中国经常账户顺差影响因素协整分析[J]. 财经研究,2012,(3):26-36.
|
| [5] | 翟晓英，刘维奇.中国经常账户失衡问题研究——基于金融发展程度-消费-经常账户路径[J].国际金融研究,2012,(8):38-49.
|
| [6] | 朱超，张林杰. 人口结构能解释经常账户平衡吗？[J].金融研究,2012,(5):30-44.
|
| [7] | Aguiar M,Bils M. Has consumption inequality mirrored income inequality[R]. NBER Working Paper No. 16807, 2012.
|
| [8] | Al hussami F，Remesal M . Current account imbalances and income inequality: Theory and evidence[J]. Working Paper No.459, 2012.
|
| [9] | Atkinson A, Piketty T，Saez E.Top incomes in the long run of history[J]. Journal of Economic Association, 2011, 49(1) : 3-71.
|
| [10] | Beck T, DemirgüKunt A, Maksimovic V. Financial and legal constraints to growth: Does firm size matter? [J].Journal of Finance, 2005，60（1）:137-177.
|
| [11] | Bertrand M, Morse A. Trickledown consumption[J]. NBER Working Paper No. 18883,2013.
|
| [12] | Caballero R J , Farhi E,Gourinchas PO. An equilibrium model of “global imbalances” and low interest rates[J]. American Economic Review, 2008,98(1): 358-393.
|
| [13] | Chinn M，Prasad E. Mediumterm determinants of current accounts in industrial and developing countries: An empirical exploration[J]. Journal of International Economics, 2003, 59(1): 47-76.
|
| [14] | Chinn M，Ito H. Current account balances, financial development and institutions:Assaying the world “saving glut” [J].Journal of International Money and Finance, 2007, 26(4): 546-569
|
| [15] | Chinn M，Ito H.Global current account imbalances: American fiscal policy versus East Asian savings[J]. Review of International Economics, 2008,16(3): 479-498.
|
| [16] | Galor O, Zeira J. Income distribution and macroeconomics[J]. The Review of Economic Studies, 1993，60(1):35-52.
|
| [17] | Garriga C. Overconsumption, reference groups, and equilibrium efficiency[J]. Economics Letters, 2006, 91(3): 420-424.
|
| [18] | Geithner T. Policy implications of global imbalances[R].Remarks at the Global Financial Imbalances Conference at Chatham House, 2006.
|
| [19] | Georgarakos D, Haliassos M, Pasini G.Household debt and social interaction[J]. Review of Financial Studies, 2014,27(5): 1404-1433.
|
| [20] | Gomez M A. Consumption and leisure externalities, economic growth and equilibrium efficiency[J]. Scottish Journal of Political Economy ,2008, 55(2): 227-249.
|
| [21] | Gourinchas PO, Rey H.International financial adjustment[J].Journal of Political Economy, 2007, 115(4): 665-703.
|
| [22] | Greenwood J, Jovanovic B. Financial development, growth and the distribution of income[J]. Journal of Political Economy, 1990，98(5):1076-1107.
|
| [23] | Gruber J，Kamin S. Explaining the global pattern of current account imbalances[J]. Journal of International Money and Finance，2007,26(4):500-522.
|
| [24] | Huang R J，Tzeng L Y.Consumption externality and equilibrium underinsurance[J]. Journal of Risk and Insurance, 2008,75(4):1039-1054.
|
| [25] | Kumhof M, Rancière R，Winant P.Inequality, leverage and crises[J]. IMF Working Papers No.10/268,2010.
|
| [26] | Kumhof M,Lebarz C,Rancière R, et al. income inequality and current account imbalances[J].IMF Working Paper No.12/8，2012
|
| [27] | Mann C L. Is the U.S. trade deficit sustainable?[J]. Journal of International Economics, 2000, 52(2):405-407.
|
| [28] | Mendoza E G., Quadrini V, RiosRull JV. Financial integration financial deepness and global imbalances[J]. NBER Working Paper No. 12909,2006.
|
| [29] | Nason J M, Rogers J H.Investment and current account in the short run and the long run[J]. International Finance Working Paper No.647,1999.
|
| [30] | Prasad E, Rogoff K,Wei SJ，Kose M A. Financial globalization, growth and volatility in developing countries[J].NBER Working Paper No.10942, 2003.
|
| [31] | Rajan R，Lines F，How hidden fractures still threaten the world economy[M]. Princeton: Princeton University Press, 2010.
|
| [32] | Summers L H. The US current account deficit and the global economy[R].Per Jacobsson Lecture,2004.
|
