Brazilian public schools Evaristo Sa/Getty Images

Een agenda voor mondiaal financieel activisme

LONDEN – Er staan twee belangrijke gebeurtenissen op de kalender deze maand: de presidentsverkiezingen in de Verenigde Staten op 8 november, en de herfstboodschap van de Britse minister van Financiën Philip Hammond op 23 november. Het moge duidelijk zijn dat de tweede niet zo groot zal zijn als de eerste, maar deze zal desalniettemin ook buiten het Verenigd Koninkrijk belangrijke consequenties hebben.

Tot nu toe heeft de economie dit jaar om aandacht moeten wedijveren met emotionelere zaken, zoals persoonlijke aanvallen in de Amerikaanse verkiezingen, en de beslissing van de Engelse stemmer om de Europese Unie te verlaten. Maar zowel in de VS als Groot-Brittannië – en niet alleen daar – kunnen we de komende tijd verwachten meer over actief financieel beleid te horen te krijgen, vooral wat betreft infrastructuur.

In het communiqué uitgegeven na de G20 top in september, noemden de leiders van de groep herhaaldelijk stappen om de mondiale groei aan te jagen door middel van investeringen in infrastructuur, en bepleitten meer coördinatie tussen monetair, financieel, en structureel beleid. Alhoewel recente data uit de VS en China – en verrassend genoeg ook uit de eurozone en Groot-Brittannië – suggereren dat de bbp-groei in het vierde kwartaal beter zou kunnen worden dan de moeizame prestaties eerder dit jaar, bestaat er nog steeds een sterk argument voor fris beleid om de wereldeconomie te versterken.

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