Investimento e recessão na economia brasileira 2010-2015: uma análise setorial publicada pela CEMEC (8/2015). “Entretanto, existem razões para acreditar que o principal fator de arrefecimento da economia e sua entrada em recessão resulta da forte queda dos investimentos, seja por seu efeito direto sobre a demanda seja pelo seu efeito multiplicador de renda.”
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