O autor, um típico representante daqueles "conservadores econômicos" que publicam artigos de opinião no jornal mais capitalista do mundo, o Wall Street Journal, foca em políticas macroeconômicas no plano geral e nas políticas de defesa em particular, para explicar como a politica social-democrática da Europa é insustentável, ou apenas sustentável com base na abertura e no poderio militar americano. Ele lamenta, aliás, que os EUA de Obama estejam pretendendo aderir a esse modelo social-democrático insustentável no longo prazo.
O autor nao diz, mas isso está implícito em seu artigo de opinião, que as políticas generosas da Europa no plano social e laboral, combinadas à rigidez de suas políticas setoriais, estão atuando para diminuir o crescimento da produtividade na Europa, comparativamente à flexibilidade demonstrada pela economia capitalista americana.
A consequencia é que a Europa vai continuar atrasada em relacao aos EUA, e portanto vai continuar sendo mais protecionista do que os EUA.
Do ponto de vista do Brasil, e de sua inserção na economia internacional, o que interessaria mais ao Brasil, sobretudo no plano dos mercados para suas exportações? A Europa ou os EUA?
Acho que as respostas se impoem por si mesmas...
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Paulo Roberto de Almeida
Europe Should Hope Obama Fails
The continent has been free riding on the strength of U.S. capitalism.
By JEFF DURSTEWITZ
The Wall Street Journal, July 11, 2009
It's clear by now that President Barack Obama wants to turn the United States into something more like Germany or Belgium -- a "social democracy" in which redistribution ("spread the wealth around," as Mr. Obama explained to Joe the Plumber during the campaign) is an expanding government's main concern.
Europe, for its part, has reciprocated our president's apparent love of their system by treating him like a messiah. He is the man, they sense, who will finally make good on George H.W. Bush's famous promise in 1988 to make America a "kinder and gentler nation."
Alas, this mutual love is self-defeating. That's because Mr. Obama will doom the low-growth, weak-defense European model to the extent he gets the U.S. to emulate it.
Consider some basic facts: Europe has been riding on our economic coattails and sheltering under our defense umbrella since the end of World War II nearly 65 years ago. Our markets have been open to European goods, and our strong currency and relative affluence -- the product of our much-maligned free-market economic model -- have provided Europe with a ready buyer. (Question: How worried were French wine-makers about Americans boycotting French wines in 2003? Answer: très worried.)
While providing a huge market for Europe's goods, we've also substantially relieved the European powers of the burden of defending themselves. Yes, France has an aircraft carrier and a nuclear force de frappe, but it's not really capable of projecting significant force around the world anymore. Germany, the world's third-largest economy, has a vestigial high-seas fleet and a modest air force. Even the Royal Navy is a shadow of its former self. "The U.S. last year spent about 44% more on defense than all other NATO members combined," Robert Wall recently noted in Aviation Week.
By assuming Europe's defense the U.S. has, in effect, allowed it the luxury of extremely expensive and ultimately unsustainable social-welfarism.
The great irony here is that the European model American leftists envy couldn't survive without its despised cowboy counterparty. If the U.S. economy weakens because of increased regulation, heavy-handed unionization, and higher taxes and debt to support an expensive social agenda -- all policies Mr. Obama and the Democrats in Congress are pushing hard -- it will hurt Europe.
The market for Europe's exports will shrink, and the U.S. will be less able to defend Europe. Europe is also facing a demographic cataclysm in the near future because of low birth rates (under 1.3 children per woman in the EU, well below the 2.1 necessary to maintain the population). Thus Europe will be increasingly unable to sustain its current welfare state, the very model that the left in the United States adores.
Mr. Durstewitz is co-author of "Younger Than That Now -- A Shared Passage From the Sixties" (Bantam, 2001).
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