sábado, maio 10, 2025

Curiosidade do dia



No FT de hoje em "Welcome to the new age of geoeconomics":
"Fifth and finally, industrial policy is back. This started in America under President Joe Biden. But Trump is doubling down, with tariffs. To understand this, look at a striking new book called Industrial Policy for the United States by Marc Fasteau and Ian Fletcher, two economists beloved by the Maga crowd. They champion tariffs but also stress the need for other industrial policies too, citing South Korea, Japan, China and Germany as examples to emulate. It is unclear if Trump will follow their advice. But what is evident is that there is rising acceptance in the US that government should shape commerce in the national interest. This will invariably prod regions such as Europe to follow suit.
All of which will horrify many observers, particularly those raised in that neoliberal era. But don't expect the intellectual pendulum to swing back soon - even if the US cuts a few trade deals, as Dan Ivascyn of Pimco notes, Trump's love of tariffs runs deep. For better or worse, we all need to learn to navigate geoeconomics. We cannot just wish it away."

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