Economia Nova

terça-feira, 4 de outubro de 2016

NAFTA

Mary O'Grady writes what I'm always saying to my husband about the attacks on NAFTA: People have no idea what they're talking about. "In fact, an interconnected North American economy has made U.S. manufacturing globally competitive. U.S. companies source components from Mexico and Canada and add value in innovation, design and marketing. The final outputs are among the most high-quality, low-price products in the world."

Trump’s Nafta Mistakes Are Huge

Americas columnist Mary Anastasia O’Grady writes that Donald Trump’s view of Nafta is wrong: Thanks to free trade, the U.S. auto industry has become globally competitive again.

wsj.com|Por Mary Anastasia O’Grady

A causa da crise

"O governo discute o remédio para a crise errada", diz economista

Em entrevista ao InfoMoney, Felipe Rezende diz que o Brasil perde o bonde da história ao adotar o receituário de ajuste fiscal e juros elevados para lidar com…

INFOMONEY.COM.BR|POR MARCOS MORTARI

segunda-feira, 3 de outubro de 2016

O que é errado com o keynesianismo?

What's Wrong with Keynesian Economic Theory?

One of the most striking phenomena in all of economics is the absence of a deep tradition of criticism focused on Keynesian economic theory. There have been critics, but they are few and far between even though Keynesian demand…

AMAZON.COM

O "culto" da macroeconomia?

The Dangerous Cult of Academic Macroeconomics

In economics as in physics, loyalty can trump the pursuit of the truth.

bloomberg.com|Por Mark Buchanan

Balança comercial

Balança comercial tem maior superávit para setembro desde 2006

Balança comercial tem maior superavit para setembro desde 2006 | VEJA.com

O saldo positivo, de US$ 3,8 bilhões, foi resultado de US$ 15,79 bilhões em exportações e US$ 11,98 bilhões em importações no mês

VEJA.ABRIL.COM.BR

Fim da globalização?

Das Ende der Globalisierung

Die Gegner des freien Handels gewinnen weltweit Einfluss auf die Politik. Die Folgen werden schwerwiegend sein - gerade für die Exportnation Deutschland. Eine Kolumne von Henrik Müller mehr... [ Forum ]

Brasil - crescimento econômico

There may still be plenty of pain before gain as Brazil’s new Temer administration attempts to steer the fragile economy out of recession.

Brazil: the path to growth

Weak consumption and services are deepening Brazil’s recession, driving what may be a 3.7% contraction in 2016. Rising unemployment is fueling this phase, after declines in investment and manufacturing led to last year’s 3.8% drop in GDP.

BLOOMBERG.COM

Brasil - produdividade

Brazil Needs an Honest Waste Loss | Huffington Post

WORLDPOST Brazil Needs an Honest Waste Loss 10/03/2016 07:11 am ET Otaviano Canuto Executive Director, World Bank Brazil has been suffering from anemic productivity growth. This is a major challenge because in the long run,…

huffingtonpost.com

domingo, 2 de outubro de 2016

Brasil - inserção internacional

Paulo Roberto de Almeida e Jose Carlos Munhol compartilharam um link.

Edmar Bacha: por que a insercao internacional do Brasil parece tao dificil?

Um texto fundamental para começar a debater a questão: INTEGRAR PARA CRESCER 2.0 Edmar…

DIPLOMATIZZANDO.BLOGSPOT.COM|POR PAULO ROBERTO DE ALMEIDA

O legado de Obama

The Economist sobre "Das Kapital"

The Economist

Read the dense, theoretical chapters of “Das Kapital” closely, and no matter how much you try, it is hard to escape the conclusion that there is plenty of nonsense in there. The seminal work was published on October 1st 1867

The myth of Karl Marx is more impressive than the reality

"Das Kapital" was published on this day in 1867

ECONOMIST.COM

Sistema monetário internacional

The SDR is poised to become the de facto global reserve currency
The response to U.S. efforts to cheapen the dollar in 2010 - 2011 was not long in coming. It came from four directions - IMF, Russia, China, and Saudi Arabia. Enter the new world money: Petro-SDR. On December 1, 2015, the IMF announced that the Chinese yuan would be included in the basket of currencies used to determine the value of one SDR. With China onboard, the SDR is poised to become the de facto global reserve currency. China’s and Russia’s immediate response to the coming dollar collapse and rise of the SDR is to buy gold. (It’s not yet possible to diversify heavily into SDR denominated assets because there are very few SDR assets available.) Russia has acquired over 1,000 tons of gold
Business Insider

Chinese Yuan’s Ascent to Global Reserve Status: A Timeline
Bloomberg

Chinese yuan joins the IMF's basket of reserve currencies
The Week

Argentina

Forbes

President Macri’s administration over in Argentina has revealed that some one third of the population are living below the poverty line (roughly speaking, $800 for a family of four). There are then all sorts of people shouting that this is obviously the result of neoliberalism and it’s all Macri’s fault. Including from one organisation based, amusingly, in Venezuela. The truth being of course that Macri has been in office only just over 10 months. Even with the worst of socialist idiocies this isn’t long enough to plunge a place or a population into penury. What has actually happened is that Macri has revealed the poverty level in Argentina, not caused it. Not that that will stop the people shouting ...

Petrobras

Rigzone.com Thu, Sep 29

Brazil's state-led oil company Petrobras is unable to give its workers raises similar to those that increased pay by about 50 percent in real, inflation-adjusted terms over the past decade, Chief Executive Pedro Parente said on Friday. Petroleo Brasileiro SA, as Petrobras is formally known, is in annual pay talks with its unions, but Parente said that at least some employees understand the need for the financially troubled, heavily indebted company to limit pay increases. In the face of nearly $125 billion of debt, falling oil prices and a corruption scandal, Parente has moved to slash capital spending, cutting Petrobras' average annual investment budget by more than two-thirds to less than $15 billion today from $47 billion in 2013. At the same time Petrobras has cut its direct and third-party contract work force by more than half to fewer than 237,000 from 445,000. ...