Grandes oportunidades, grandes fortunas: inteligência tributária (não-artificial) por José Roberto Afonso publicado por Consultor Jurídico (10/2025). “A discussão sobre a criação do imposto sobre grandes fortunas no Brasil ressurge justamente quando se abrem imensas oportunidades para o país. Se…
Gastos Tributários, Assimetrias Competitivas e Regressividade publicado por IEDI (10/2025). “Nos últimos quinze anos, os gastos tributários da União avançaram de 3,5% para 5% do PIB. Em 2025, estima-se um valor total de R$ 587 bilhões ou o equivalente…
Global Economic Outlook Shows Modest Change Amid Policy Shifts and Complex Forces by Pierre-Olivier Gourinchas published by IMF/Blog (10/2025). „Dialing down uncertainty, reducing vulnerabilities, and investing in innovation can help deliver durable economic gains In April, the United States…
What Does the Market Really Think About AI? by Isaiah Andrews, Maryam Farboodi published by Project Syndicate (10/2025) Despite all the enthusiasm for AI, which has undoubtedly demonstrated impressive capabilities, the signal from bond markets suggests that investors are…
Artificial Intelligence Can Make Markets More Efficient—and More Volatile by Nassira Abbas, Charles Cohen, Dirk Jan Grolleman, Benjamin Mosk published by IMF/Blog (10/2025). “AI-driven trading could lead to faster and more efficient markets, but also higher trading volumes and greater volatility in times…
Growth of Nonbanks is Revealing New Financial Stability Risks by Tobias Adrian published by IMF/ Blog (10/2025). Policymakers should strengthen oversight of nonbank financial intermediaries, whose increasing interconnectedness with banks could exacerbate adverse shocks. https://abre.ai/nUnE
Commodity-driven Macroeconomic Fluctuations: Does Size Matter? by Patricia Gomez-Gonzalez, Maximiliano Jerez-Osses, Vida Maver, Jorge Miranda-Pinto, Jean-Marc Natal published by IMF (10/2025). Commodities play a central yet often underappreciated role in shaping macroeconomic fluctuations across both advanced economies (AEs) and…
Sustained growth through creative destruction: Nobel laureates Philippe Aghion and Peter Howitt by Peter J. Klenow published by VOXEU(10/2025). Philippe Aghion and Peter Howitt have been jointly awarded the 2025 Nobel Prize in Economic Sciences with Joel Mokyr ‘for having…
The impact of interest: How loan rates shape firm investment by Lea Best , Benjamin Born, Manuel Menkhoff published by VOXEU (10/2025). Monetary policy moves aggregate investment, but the underlying drivers remain unclear. This column opens the black box with a…
Monetary policy for the green transition by Luca Fornaro, Veronica Guerrieri and Lucrezia Reichlin published by BIS (9/2025). This report explores the interplay between monetary policy and investments in clean and dirty technologies, contributing to the underexplored macroeconomic dynamics…
