Esta semana, no The Economist:
Portugal’s borrowing costs have surged, and the latest central-bank forecasts suggest that the economy will barely recover in 2014 after three years of deep recession. Instead of the promised turnaround, the bank now expects only 0.3% growth next year. The main culprit is bigger-than-expected cuts in public spending that were necessary to keep the bail-out on track. This forecast is hardly likely to strengthen confidence in Portugal, Greece or across the wider euro zone that austerity is working. Nor will it support the fond hopes in Brussels that Portugal was safely pulling away from Greece and would follow Ireland by getting out of its bail-out programme. Just now, neither country looks anywhere near ready for graduation.
E já agora, um pequeno apontamento sobre a América no Financial Times:
Wall Street returns to era of big profits. In dollar terms the biggest Wall Street banks are enjoying themselves more than at any time since 2007. After years of struggle, pre-crisis levels of profits are back.
Tendo em conta a estima que me merecem os nossos leitores da Crinabel vou resumir a coisa como se fossem muito estúpidos: a austeridade na Europa está a falhar. Nos Estados Unidos, pelo contrário, apesar das invectivas a Krugman e dos sérios avisos de dezenas de sábios lusitanos em blogues e matinés da Júlia (a dívida, a dívida!, lembram-se?) tudo parece estar a correr bem.
Não agradeça, estamos cá para servir.
Luis M. Jorge