Splašený vlak světa

CAMBRIDGE – Globální ekonomika je jako splašený vlak, který sice zpomaluje, ale ne dost rychle. Právě to na nás křičí mimořádné zvýšení cen ropy, kovů a potravin. Působivý a historicky významný globální ekonomický rozkvět uplynulých šesti let zanedlouho narazí do zdi. Nikdo, určitě ne v Asii či ve Spojených státech, není bohužel podle všeho ochotný zatnout zuby a pomoci navrhnout potřebný koordinovaný ústup k setrvalému růstu pod úrovní trendu, nezbytný k tomu, aby nové dodávky komodit a alternativy dokázaly dohnat poptávku.

Vlády se naopak zuby nehty drží snahy neudržitelnou konjunkturu prodlužovat, a tak ženou komoditní ceny ještě výš a zesilují riziko ekonomické a finanční šlamastyky, jaká se přihodí jednou za život. To vše nemusí skončit děsivě, ale tvůrci politik ve většině regionů musí začít pořádně šlapat na brzdu, ne na plyn.

V roce prezidentských voleb v USA vůdčího ducha nehledejte. Právě naopak, americká vláda rozdává šeky na daňové úlevy, aby Američané nakupovali až do zhroucení, a kongres debatuje o tom, že půjde ještě dál.

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