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美国已经启动了对伊朗的经济战，不到24小时美改口，美防长：不排除再对伊动武,兵器观察员,原创美国已经启动了对伊朗的经济战，不到24小时美改口，美防长：不排除再对伊动武_我的网站

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一 | Editor's Note:
August 15 marked the 81st anniversary of Japan's announcement of its unconditional surrender. Eighty-one years on, Japan, the defeated aggressor in World War II (WWII), has not only failed to conduct a thorough reckoning with its wartime aggression, but has instead intensified its drive to expand military power. In its newly released 2026 Defense White Paper on August 4, Japan says that "defense business not only possesses a high degree of public value by directly contributing to the protection of citizens' lives, but also contributes to Japan's economic growth through ripple effects into the civilian sector."
This line of argument, along with Japan's defense policies in recent years, in fact reflects a form of "military Keynesianism" - the use of military spending as a means to stimulate overall economic development. However, this logic of "trying to boost the economy through military buildup" has faced widespread skepticism inside Japan. Some scholars have also warned that Japan pursued a similar policy during WWII, which led to the expansion of the military-industrial complex (MIC) and, in objective terms, fueled the scale of Japan's war of aggression, bringing profound suffering to the peoples of Asia and the world.

People take part in a protest march in Tokyo, opposing politicians making ritual offerings to or visiting the notorious Yasukuni Shrine, on August 15, 2026. Photo: cnsphoto
Pursuing a military Keynesian path
Japan's 2026 Defense White Paper, at 598 pages, has set a record as the longest in history. More alarming than its length, however, is the document's first-ever explicit definition of the development of the defense industry as an effective means of promoting "economic growth."
"The white paper 'stresses that investment in defense benefits the wider economy and people's lives,' according to a Defense Ministry presentation document," reported Reuters on August 4. "That message aligns with Prime Minister Sanae Takaichi's broader use of strategic state spending in an effort to drive economic growth," Reuters commented. Previously, The Asahi Shimbun warned in an opinion piece that this entanglement of defense buildup with economic policy will, over time, slide into "military Keynesianism."
"Military Keynesianism" refers to the use of military spending as a tool to stimulate overall economic development. Since the Takaichi administration took office, Japan has been expanding its domestic defense market through year-on-year increases in the defense budget, while at the same time opening up international sales channels for defense production by relaxing export controls - thereby systematically pursuing a military Keynesian path.
In fiscal 2026, Japan's defense budget for the first time exceeded 9 trillion yen ($56.5 billion). Its defense-related spending has already reached 2 percent of GDP, according to The Japan Times. This not only means Japan's defense budget has risen for 14 consecutive years, but also indicates that the government is using fiscal stimulus to artificially create a large and relatively stable "arms market." The resulting closed-loop logic is clear: the government increases defense spending to expand procurement; defense companies receive orders and scale up production; and, through industrial-chain spillovers, related industries also expand output.
As Japan's new Defense White Paper says, higher defense expenditures will not only significantly increase orders in the defense industry, but also reinforce the defense production base through measures such as introducing mechanisms to assess corporate efforts and calculate appropriate profits for companies. These measures, the paper claims, are expected to generate economic ripple effects, "as well as technological ripple effects into the civilian sector."
What is even more alarming is that Japan is systematically removing the institutional barriers to the growth of its defense industry.
One long-standing challenge in postwar Japan has been the limited size of its domestic defense market and restrictions on arms exports, which have kept defense firms' profits relatively low and prompted some major companies to withdraw from parts of the military supply business, observers pointed out.
In 2022, however, Japan elevated the defense industry to a national strategic priority in its three key security documents, National Security Strategy, National Defense Strategy and Defense Buildup Program. In 2023, it enacted the Act on Enhancing Defense Production and Technology Bases, allowing the government to sustain and reinforce defense manufacturing through subsidies, capital investment and other measures. And in April this year, the Takaichi administration formally lifted the ban on exports of lethal weapons, fully opening the door for Japan's defense industry to enter global markets.
Together, these moves show that Japan is no longer content with relying on its Self-Defense Forces' limited procurement needs. It seeks to turn itself into a global arms supplier. This will inevitably intensify the regional arms race and seriously destabilize the security landscape in East Asia, warned some experts reached by the Global Times.
Of particular concern is that the focus of Japan's military Keynesianism has shifted from traditional weapons such as guns and artillery, to high-tech fields including artificial intelligence (AI) and drones, with an explicit emphasis on civil-military integration. Japan's new Defense White Paper places special emphasis on AI and unmanned systems, which are expected to become central issues in the year-end revision of its three key security documents.
Widespread criticism and concern
Japan's bid to jolt economic growth through higher military spending amounts to little more than a wishful gamble that "guns for butter" can be turned on its head. But when the fiscal question of "where will the money come from?" collides with public anxiety over "where is people's livelihood headed?", voices from international media outlets to Japanese scholars, lawmakers and ordinary citizens alike, are warning that the narrative of arms-led prosperity is not only unlikely to work, but could also drag Japan's economy into dangerous territory, observers noted.
Japan's fiscal expenditure faces "competing demands on the public purse," "but Takaichi has yet to explain clearly how she would pay for a further expansion without adding pressure on Japan's already stretched public finances," Reuters said on August 4.
In a Japanese-language editorial piece on August 8, The Asahi Shimbun pushed the debate further toward livelihoods, saying that military expansion would place a direct strain on the daily lives of Japanese people. The piece also cited a United Nations study saying that reallocating the same resources to education and healthcare rather than the military could generate more jobs. The International Monetary Fund has also warned that rising defense spending may, in the medium term, increase economic vulnerabilities, including through wider fiscal deficits, it said.
Opposition within Japan's academic circles runs equally fierce. Yuko Tanaka, a professor emeritus at Hosei University, argues the Takaichi administration's military buildup policies are driving Japan's economy toward collapse. The continuous depreciation of the yen and climbing government bond yields have rendered its "responsible proactive fiscal policies" unsustainable in the eyes of markets. If military expansion takes precedence over people's livelihoods, Japan's economy will fall into prolonged stagnation and recession, culminating in bankruptcy, Tanaka told the Global Times.
Strong criticism also echoes across Japan's political arena. House of Representatives member Joji Yamamoto accused the Takaichi administration of doubling defense spending and lifting bans on weapons exports, while shifting healthcare costs onto patients and eroding elderly care systems. If left unchecked, Japan will gradually turn into a nation sustained by the arms trade, seriously violating people's right to subsistence guaranteed by law, Yamamoto told the Global Times.
A risky gamble

Military Keynesianism is not only unlikely to sustain long-term economic growth in Japan, but also carries hidden security risks. Koji Sonoda, deputy editor at The Asahi Shimbun's Political News Section, recently cautioned that if defense budget expansion, initially justified by a deteriorating security environment, comes instead to serve the goal of economic growth through industrial promotion, the risk grows that spending will lose any effective restraint.
History has already proven this point. The global economic depression of 1929 triggered the Showa Depression in Japan, pushing the country's economy to the brink of collapse. At the time, rather than pursuing structural reforms, Japan's political and military leadership shifted the national economy onto a wartime footing, using military spending to boost demand and mask unemployment.
Meng Mingming, assistant researcher at the Institute of Japanese Studies of the Chinese Academy of Social Sciences, told the Global Times that in 1932, Korekiyo Takahashi, Japan's then Finance Minister, rolled out stimulus policies including yen depreciation and expanded fiscal outlays. Massive military spending paired with public works projects lifted domestic demand and enabled Japan to recover from the recession earlier than many nations. Takahashi became known as "Japan's Keynes."
However, the prosperity driven by fiscal deficits and military-industrial expansion was ultimately a shortsighted fix. Meng pointed out that, first, while wartime demand boosted Japan's heavy chemical and weapons manufacturing sectors to some extent, most military output was removed from the social reproduction cycle and constituted sheer waste. Second, heavy chemical industries relied heavily on resources such as oil, which Japan lacked domestically. This created a vicious cycle: military demand expanded heavy industrial capacity; that expansion increased Japan's dependence on overseas resources and markets; rising resource needs drove further military expansion to secure supply chains; and that expansion in turn required even more defense spending, further militarizing the economy. Finally, a coalition of interest formed among heavy industrial capitalists, emerging zaibatsu and the military. Military adventurism was no longer driven solely by the armed forces, but was backed by industrial and financial power.
People hold placards reading

People hold placards reading "No war" and "Stop constitutional revision, military expansion" during the Grand Constitution Rally 2026 to mark Constitution Memorial Day in Tokyo on May 3, 2026. Photo: vcgOnce the narrative that "military demand brings prosperity" gained mainstream acceptance, cutting military spending became a political taboo. Takahashi later sought to rein in military budgets and was assassinated in the February 26 Incident of 1936. His successor as finance minister, Eiichi Baba, treated military expansion as a long-term necessity. After the Lugou Bridge Incident in 1937, Japan enacted the National Mobilization Law in 1938, ushering in a full wartime system. "History shows the defense industry is never a silver bullet for economic prosperity," Meng said. Growth driven by arms expansion only leads to economic distortion, depletion of national strength and eventual self-destruction, he said.
Currently, many Japanese citizens have recognized the dangers of the Takaichi administration's policies and taken to the streets to protest.
Kazuo Adachi, a sexagenarian, told the Global Times in Japan that behind the administration's claim that the defense industry fuels growth lies the profit motive of the military-industrial complex. From policy deregulation launched under the Abe administration to accelerated implementation under the Takaichi administration, the path of military expansion catering to arms capital is akin to poison, fraught with alarming risks.
Marin Toyosu, a member of Japan's Generation Z, said the Takaichi administration's aggressive push for war preparedness essentially hides a self-serving agenda under the slogan of a "virtuous cycle between security and the economy." It abandons vulnerable groups to benefit a small circle of arms capitalists and represents an administration bent on stoking conflict.
"This military expansion agenda harms Japanese citizens and endangers people across the world," she noted.
Tatara Satoshi, an anti-war activist, pointed out that the Takaichi administration hypes up the "China threat" to justify military buildup while pushing the flawed argument that the defense industry can boost the economy.
This does not reflect the genuine aspirations of Japanese society or ordinary citizens. "Japanese people do not want war with China. They should unite to firmly oppose efforts to advance military expansion by stoking tensions and overstating supposed economic benefits," he said.
Global Times
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二 | 在近年来的国际舞台上，美国与伊朗之间的紧张关系愈演愈烈。

三 | 特朗普政府发起的对伊朗经济战，从其一开始就显得毫无章法，仿佛一场没有预演的即兴表演。美国财政部长贝森特高调宣布制裁措施的同时，却又在记者会上改口，表现出对中国等国立场的不安。美国对伊朗的经济战背后是经济压力所迫。霍尔木兹海峡的局势日益紧张，油轮遭遇袭击，立即将美国推向了战争边缘。尽管美国声称要通过经济手段制裁伊朗，然而实际情况却是伊朗凭借地理位置的优势，正在对美国施加压力。

四 | 美债收益率上升、通货膨胀加剧，使得特朗普政府对伊朗的强硬措施显得仓促且缺乏深思熟虑。

五 | 以“经济战”作为武器，究竟能否真正扭转局势，实在值得怀疑。事实上，特朗普政府面对的挑战早已超出了单纯的对伊政策。

六 | 在国内，随着经济指标不断恶化，民众的失业率攀升，政府需要寻找替罪羊，以转移公众视线。而在国际上，盟友们的态度也在悄然改变，加拿大对于美国的关税政策展现出前所未有的强硬，仿佛在预示着美国在全球经济中的影响力正在逐步削弱。

七 | 当美国国务院的内部文件显示外交官重新驻回中东时，无疑是一个显著的信号：美伊之间的直接军事冲突似乎正在缓和。难道真的是美国在权衡利弊之后放弃了动武吗？抑或是在面临通货膨胀和美债危机的双重压力下，不得不选择退让？全球经济中的一个新动向显现出来——金砖国家的崛起。正值美国与伊朗关系紧张之际，金砖会议在印度召开，中国参与的人数规模空前，显示出其在多边合作中的日益重要角色。

八 | 这样的变化意味着，国际社会正朝着去美元化的趋势发展，尽管美国依然试图通过经济制裁维护其霸权地位，但这种威信的衰退却是不可逆转的。在分析未来的走向时，我们不能忽视美国政府内部对是否继续动武的分歧。一方面，有人呼吁保留对伊动武的选项；另一方面，越来越多的声音则警告这条路可能带来不可控制的后果。在这样的背景下，特朗普政府有必要认真审视其外交政策，特别是如何处理与伊朗、与盟友之间的关系。归根到底，伊朗革命卫队的强硬表态以及美国各方的反应清晰地传达出一个信息：美国已经失去了对伊朗的绝对控制力。