Dois posts do Ladrões de Bicicleta da autoria de Ricardo País Mamede sobre a crise no sistema financeiro internacional e a solução Barroso, a partir da leitura de dois artigos do Nobel de Economia, Paul Krugman. No primeiro, cujo título é Ainda Krugman e o adiar da refoma do sistema financeiro o economista parte da preocupação do Nobel com a opção de se atacar a crise sem mudar os fundamentos do actual sistema que estiveram na sua origem e analisa O Plano Europeu para a Recuperação Económica da Comissão de Durão que não coloca o acento tónico na reforma do sistema, antes pelo contrário minimiza a sua importância.
No segundo RPM dedica aos conselheiros de Durão Barroso uma frase retirada do artigo de Krugman no NYRB.
Não resisto a citar parte do artigo de Krugman no NYT :
"(...) Some people say that the current crisis is unprecedented, but the truth is that there were plenty of precedents, some of them of very recent vintage. Yet these precedents were ignored.(...) About those precedents: Why did so many observers dismiss the obvious signs of a housing bubble, even though the 1990s dot-com bubble was fresh in our memories?
Why did so many people insist that our financial system was “resilient,” as Alan Greenspan put it, when in 1998 the collapse of a single hedge fund, Long-Term Capital Management, temporarily paralyzed credit markets around the world?
Why did almost everyone believe in the omnipotence of the Federal Reserve when its counterpart, the Bank of Japan, spent a decade trying and failing to jump-start a stalled economy?

One answer to these questions is that nobody likes a party pooper. While the housing bubble was still inflating, lenders were making lots of money issuing mortgages to anyone who walked in the door; investment banks were making even more money repackaging those mortgages into shiny new securities; and money managers who booked big paper profits by buying those securities with borrowed funds looked like geniuses, and were paid accordingly. Who wanted to hear from dismal economists warning that the whole thing was, in effect, a giant Ponzi scheme?(...) And because we’re all so worried about the current crisis, it’s hard to focus on the longer-term issues — on reining in our out-of-control financial system, so as to prevent or at least limit the next crisis. (...) For once the economy is on the road to recovery, the wheeler-dealers will be making easy money again — and will lobby hard against anyone who tries to limit their bottom lines. Moreover, the success of recovery efforts will come to seem preordained, even though it wasn’t, and the urgency of action will be lost.
So here’s my plea: even though the incoming administration’s agenda is already very full, it should not put off financial reform. The time to start preventing the next crisis is now."


 

Pedra do Homem, 2007



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