Acerca das correntes macro-económicas que moldam o mundo...

... onde vai operar a micro-economia nos próximos anos.
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Aconselho a leitura deste postal "Baltic Dry Shipping Collapses" está cheio de pistas (mesmo a pedir um esquema de relações de causa-efeito)
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"demand for moving coal, iron ore and other commodities will fall because banks are guaranteeing fewer loads"
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"Letters of credit and the credit lines for trade currently are frozen,"
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"Nothing is moving because demand is falling like a rock. Who in their right mind is not cutting back production in the face of the biggest consumer led recession in history? The lack of letters of credit, in which banks guarantee payment for merchandise, could become a "big issue" for world trade,"
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"Banks worldwide have curbed lending because of increased concerns about getting their money back. Shipowners are already struggling to obtain funding for new vessels."
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"The shipping sector is transitioning from huge undercapacity to overcapacity"
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"Note that the apparent shipping undercapacity was actually a mirage predicated on easy monetary policy by Central Banks, fueled by insanely low lending standards by banks. Artificial crack-up booms create the illusion of shortages and malinvestment of capital is always the final result. The new supply of ships is coming out at exactly the wrong time is proof."
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"The US is in a recession, consumers are cutting back discretionary spending, there is rampant overcapacity in every sector but energy, and there is no reason to go on a lending spree. Furthermore, there is no reason for any qualified buyer to want to borrow. Why would any responsible party want to expand in this environment? The only people who want to borrow significant sums of money now are the very people banks should not want to lend to. Thus the best thing banks can do with that money is sit on it."
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Para reflexão...
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Olha o Peter Schiff, qual Medina Carreira, a escandalizar a Fiona? na CNN.