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I generally am a fan of the Economist. But they (perhaps echoing the IMF?) made a common error in attributing the fall in FDI after 2017 to "deglobalization"/ rising tensions with China economist.com/special-report… 1/
1/10 Higher US auto-sector wages mean that the US auto industry becomes less competitive on global markets, at least in the near term. This wouldn't matter if other countries distributed wages fairly enough that their exports were balanced by imports. ft.com/content/72917c…
ft.com
The unexpected revival of America’s trade unions
Labour organisers believe the political momentum has shifted in their direction after years of decline. But are they overplaying their hand?
Should Argentina's debt be forgiven? Good conversation with @michaelxpettis about dollarization and a balance of payments rationale for Argentina debt forgiveness. youtube.com/watch?v=SHGzEV… @CanalMyNews
youtube.com
YouTube
A ARGENTINA vai dolarizar a sua economia? O economista Michael Pettis...
Como vamos interagir com objetos que irão, muito em breve, conversar conosco em muitos casos até melhor, com mais empatia, atenção e conteúdo do que outros humanos? linkedin.com/posts/cgcc74_g…
Conexão Global 🗣️ Com Claudio Garcia youtu.be/eBtmy08F-vg?si…
youtube.com
YouTube
Desafio brasileiro é se internacionalizar | CONEXÃO GLOBAL
As someone who takes a pretty anti-hierarchy stance in my own #leadership approach, I think @Kaihan & @cgcc74 are onto something. While structure and clarity are important in any company, rigid hierarchies can end up stifling #BusinessInnovation. hbr.org/2023/09/is-org…
hbr.org
Is Organizational Hierarchy Getting in the Way of Innovation?
Technological advances and increasingly sophisticated ways of gathering and analyzing data are changing both the kinds of products and services companies can offer and are increasing competitive...
Europe's China Challenge? Europe now actually runs a bigger goods deficit with China than the US Divergences in macroeconomic responses to the pandemic (Europe supported households along with the US, China did not) had an impact -- 1/
AI is driving the market upward, and more so for the stocks in its orbit. As a lucky owner of two of its biggest beneficiaries in NVIDIA and Microsoft, I look at whether the hype is overcoming substance, by valuing the AI boost at NVIDIA. bit.ly/3JpUC5F
1/5 "Mark Sobel said both bilateral creditors and private lenders have been able to hide behind discord [over debt sustainability and squabbling among different classes of creditors] to resist giving deep debt relief." ft.com/content/13e77e…
ft.com
Critics accuse IMF over countries’ debt deadlocks
Creditors and analysts grow impatient with fund’s flawed framework to calculate debt sustainability
1/13 While there are many reasons for the surge in US debt over the past four decades, one of the main reasons has to do with the economic impact of the rise in US income inequality during this period. nytimes.com/2023/02/15/bus…
I last valued Tesla in November 2021, just as its stock price was peaking, and found it overvalued by more than 50%. (Numbers below are before 3:1 stock split) The stock has dropped more than 60% since, and I revisit the scene of my crime: bit.ly/3kImHvI
In today's s+b newsletter: ✔️ The power of generosity in ecosystems ✔️ Post-pandemic dressing for success ✔️ Why leaders need a long-term view ✔️ Companies’ climate actions feel abstract to workers Read it here: strategy-business.com/NL20230103
Em Gestão de Pessoas, os que muitos chamam de inovação está longe de resolver muitos dos problemas ou explorar as oportunidades que existem. Um dos motivos é porque RHs ainda pouco se utilizam de dados em gestão. Obrigado Lucas Ly…lnkd.in/gXreCac9 lnkd.in/g_WNQgZf
The Beyond Hierarchy Summit is this Wednesday. Our The Outthinker Strategy Network members Adam Zalisk, @michellepaolino, and Richard Haas will discuss the challenges of adopting new design models for organizations. Rita McGrath, Tony O'Driscoll, and Mar…lnkd.in/e-j7xKii
1/8 China’s November trade numbers once again came in well below expectations. November's exports were $296 billion, down 8.7% year on year while imports were $226 billion, down 10.6%. sc.mp/uxo4?utm_sourc… via @scmpnews
Empresas querem ser mais humanos mas ainda pensam pessoas como engrenagens de um sistema. Adorei poder conversar com a Juliana Scarpa da FRST Falconi sobre como organizações precisam atualizar seus sistemas de gestão, impactos adversos de tecnologia, med…lnkd.in/dT5bPPz2
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