Na última página do WSJ de ontem encontrei "U.S. Sees Boom in Factory Building":
"Congress passed two measures last year that aimed, in part, to build America's manufacturing capacity back up.
...
On Monday, the Commerce Department reported May construction spending figures, with overall spending rising a seasonally adjusted 0.9% from a month earlier. Once again, an important piece of that was spending on construction of manufacturing facilities."
Entretanto, ontem durante a minha caminhada matinal, li dois artigos sobre um mesmo tema, que poderá vir a ter repercussões na forma como os governos como o português estão habituados a receber dinheiro da UE:
- "Alemania se desindustrializa y sufre un desplome de la inversión extranjera"(1)
- "Germany Needs a New Growth Model" (2)
"una tendencia de cierres que afecta especialmente a las plantas de producción que requieren un alto gasto energético....Los sectores que más economía consumen, como el químico o el metalúrgico, optan por llevarse al extranjero plantas de producción, ante el encarecimiento de la cesta energética y la incertidumbre sobre los suministros....«A la industria alemana le esperan tiempos difíciles», dice el economista de Commerzbank Ralph Solveen, que añade que «en la segunda mitad del año existe la amenaza de una disminución significativa de los pedidos que probablemente contribuya a que la economía se siga contrayendo»."
Da fonte 2:
"the German economic engine is facing structural headwinds, weakening the country in the long term as geopolitical tensions mount.
The exports that powered growth in the 2010s—propelled by Asian demand for German cars, machinery, and chemicals—ran out of steam in 2018
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Now, while globalization has not gone into reverse, it is changing form, and not in Germany’s favor. China’s car exports are exploding, supplanting Germany as the second biggest exporter and threatening Japan’s spot at the top of the global auto market. Beijing is also upgrading its machinery sector. Ironically, Berlin has exacerbated the competitive threat that is now emerging with little regard for a level playing field with China.
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Germany also made little progress in cutting red tape or reducing unwarranted protections for professional service like tax or legal services, which both stifle competition and keep prices unnecessarily high. This makes it harder to start or scale-up a business."
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