Tsunami Monetário – Ciclos monetários internacionais e desafios para a economia brasileira por Tony Volpon publicado pelo BCB (3/2016). “Este ensaio analisa o lugar central da China na determinação dos ciclos monetários internacionais desde a crise asiática de 1997. Em um primeiro momento, o padrão de acumulação chinês, baseado na repressão do consumo, gerou um excedente de oferta sem contrapartida doméstica de demanda…”
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