La estructura narrativa del debilitamiento global

NEW HAVEN – Las recientes señales de debilitamiento de la economía mundial han llevado a que mucha gente se pregunte cuánto influirá el pobre desempeño económico de los próximos años. ¿Nos enfrentamos a una prolongada caída global, o incluso a una depresión?

Un problema fundamental que enfrentan las previsiones actuales es que, en última instancia, las causas del desaceleramiento son en realidad psicológicas y sociológicas, y se relacionan con fluctuaciones en la confianza y los «instintos animales», sobre los que hemos escrito con George Akerlof. Sostenemos que esos desplazamientos reflejan historias cambiantes, epidemias de nuevas narrativas y sus visiones asociadas del mundo, difíciles de cuantificar.

De hecho, la mayoría de los economistas profesionales no parecen demasiado apesadumbrados por las perspectivas mundiales. Por ejemplo, el 6 de septiembre, la OCDE emitió una evaluación provisoria sobre las perspectivas globales de corto plazo, escrita por Pier Carlo Padoan, que insulsamente informa «riesgos significativos» en el horizonte: el lenguaje de la incertidumbre propiamente dicha.

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