El tren desbocado de la economía mundial

CAMBRIDGE – La economía global es un tren desbocado que está reduciendo su velocidad, pero no lo suficientemente rápido. Eso es lo que el extraordinario aumento de los precios del petróleo, los metales y los alimentos nos está gritando en la cara. El espectacular e histórico auge económico global de los últimos seis años está a punto de llegar a un abrupto fin. Lamentablemente nadie, y ciertamente no en Asia ni en los Estados Unidos, parece dispuesto a tomar el toro por las astas y ayudar a diseñar la retirada, que necesariamente debe ser un esfuerzo coordinado, para volver a un crecimiento sostenido por debajo de la tendencia, lo cual es necesario para que los nuevos suministros de productos básicos y sus alternativas puedan ponerse al día con la demanda.

En lugar de ello, los gobiernos tratan de prolongar con garras y uñas auges insostenibles, empujando más aún los precios de los productos básicos al alza, y elevando el riesgo de que se produzca un caos financiero y económico sin precedentes. Todo este asunto no tiene por qué terminar horriblemente, pero las autoridades de la mayoría de las regiones tienen que comenzar a poner un buen pie en el freno, no en el acelerador.

Buscar liderazgo en Estados Unidos en un año de elecciones presidenciales es una tarea sin sentido. Por el contrario, el gobierno de Estados Unidos ha estado entregando cheques de descuento a los impuestos para que los estadounidenses compren hasta que les dé infarto, y ahora en el Congreso se habla de prolongar la fiesta. 

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