Carlos Caixeta. M.Sc, MBA, CCA IBGC

The Full of the color and the Best of the Color.

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*Isto é para refletir bem de perto:* "some are now entertaining a fringe economic theory: The US economy is booming because of higher rates rather than despite them." "The 360-degree view of the world economy this week can be summed up as cautiously optimistic. Or maybe optimistically cautious. Either way, the emphasis is on caution. While the International Monetary Fund forecast a milquetoast 3.2% global economic expansion with a continued decline in inflation, low productivity and international trade tensions loom over the landscape. It also doesn’t help that the past week has provided a jarring lesson in how world economies are inextricably linked with geopolitics. With escalation tied to the war in Gaza pushing the Middle East closer to conflagration, central bankers are girding for potential oil shocks that could reignite consumer-price growth. And the US Federal Reserve this week indicated it will wait longer to cut interest rates, with American inflation reluctant to fall back to its 2% target, in large part due to commodity and rent prices. Some Fed observers are now even floating the possibility that the central bank, which long ago paused its rate-hiking campaign, might resume with a fresh bump aimed at reducing demand across a robust US economy. But this further delay of rate cuts doesn’t occur in a vacuum. In another example of that interlocked global economy we spoke of, fallout from this cautious approach is spreading around the world, sending the dollar surging and forcing other currencies lower. In turn, post-pandemic economic recoveries from Latin America to Asia are being kneecapped. As Marcus Ashworth writes in Bloomberg Opinion, “the strength of the US currency risks fracturing global trade.” But there’s another, curious theory about this entire dynamic that’s getting attention of late. While much of the progress in lowering US inflation has come from the supply side of the economy—untangling supply chains and immigrants filling vacant jobs—monetary policy mainly works through the demand side. And consumers are still emptying their wallets despite higher costs. So on Wall Street, where two years of recession predictions tied to high interest rates failed to materialize, some are now entertaining a fringe economic theory: The US economy is booming because of higher rates rather than despite them." -- Bloomberg

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At #FIIPRIORITY in #Rio, André Esteves, Chairman & Senior Partner, BTG Pactual underscores how can #Brazil leverage its #CleanEnergy matrix to address critical global challenges like #EnergyCrisis & #FoodSecurity. Watch the full panel: https://lnkd.in/dBks4iaa

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The power of positive energy

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Today, I attended a lecture by Mr. Jan-Gustav Strandenaes at the SDG Academy and wanted to remind everyone about the upcoming UN #HLPF2024 side event organized by #INTOSAI, which you can participate in online. Mr. Strandenaes emphasized that strong and active governance structures are essential for addressing climate, environmental, and sustainability issues. This is precisely where Supreme Audit Institutions (#SAIs) play a crucial role in holding governments accountable, as exemplified by initiatives like #Climatescanner. Transparency and accountability are key, and this is also the core message of #SAI20: SAIs matter and are central to driving change!

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Fascinating insights on Brazil's potential role in the burgeoning market of Nature-Based Solutions (NbS). It's striking to consider the range of obstacles—from financial structuring difficulties to land ownership issues—that currently prevent Brazil from tapping into an annual investment demand estimated at $674 billion. The Institute for Climate and Society's upcoming report outlines practical steps to unlock this market, ensuring NbS can contribute significantly to meeting the Paris Agreement's climate goals. Financial innovation and legal security are pivotal in nurturing investments that are aligned with environmental sustainability. It is with great pride that we see our founder, Martha de Sá, CFA, being part of these critical discussions alongside esteemed professionals. As the world looks toward sustainable development, especially in vital regions like the Amazon and the Cerrado, it becomes paramount to discuss and endorse actions that synchronize financial mechanisms with ecological conservation. This agenda is not one-size-fits-all and demands a systemic and multi-stakeholder approach. Violet is committed to being an integral piece of the puzzle, aiming to advance this mission with the urgency and scale required. 🌱 #NatureBasedSolutions #GreenFinance #SustainableDevelopment #ClimateAction #ParisAgreement

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"Empowering Small and Medium-Sized Enterprises through Digital Business Model Innovation", published in May 2024 by the World Economic Forum. 👇 This report explores Brazil's neo-#industrialization #policy, focusing on #digitaltransformation to enhance productivity and global relevance. It offers a guide for manufacturers, particularly #SMEs, to #innovate #businessmodels and integrate #newtechnologies, ensuring competitiveness in the changing global market. Link: https://lnkd.in/dBDpUT34 #web4 #web5 #digitalera #digitaltransformation #web3 #atificialera #digitalidentity #eID #digitalservices #digitalmarketplace #digitaltrade #digitalproducts #digitalproductpassport #digitalcommerce 

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Mactur provides data and analysis on the global economy's macroeconomics for the first quarter (Q1) of 2024. Consumer confidence, spending, and inflation have become significant concerns amid global economic uncertainty. https://lnkd.in/dQKRf3AR Brazil has seen a record high in consumer confidence this year, while the eurozone's GDP remains stagnant. Advanced economies have also seen a significant reduction in consumer inflation, reaching around 2-3%. Stay updated with the latest regional and global economic trends and risks with MCk's Global Economics Intelligence executive summary by Sven Smit and coauthors. Gain in-depth insights into the economies of the US, the EU, the UK, China, India, Brazil, and Russia. ______ Follow our thinking   At a glance:   At Mactur, we provide advisory services on corporate turnarounds (operationalising restructurings and enterprise-wide transformations).   At CORTMA, we apply an entrepreneurial ecosystem-based approach to facilitate the lower mid-market (MSME) business transfer.   Enjoy my insightful content curation, and thank you for letting me be a part of your reading world. ______ #Growth #Marketing #Technology #Ecosystems #Turnarounds #Management #Entrepreneurship #Economy #Strategy #Leadership #Directorship #Data #businessContinuity #CortmaTranferOfSMEs #SMEs #globaltrends #inflation #McKinsey

*Vale a pena refletir sobre o caso brasileiro sob essa perspectiva conceitual e analítica apresentada neste belo texto do sempre excelente Cass Sunstein. Igualmente, esse parece ser um dos possíveis pontos de partida para se explorar um tema muito raro (e muito importante) na discussão da "melhoria institucional" da economia brasileira.* *The Economic Constitution of the United States* "Suppose that the US Department of Transportation wants to issue a new regu-uppose that the US Department of Transportation wants to issue a new regulation, one that would require all new motor vehicles in the United States tolation, one that would require all new motor vehicles in the United States to be equipped with some state-of-the-art safety technology. Will the regulationbe equipped with some state-of-the-art safety technology. Will the regulation go forward? The answer might well lie in the hands of the Office of Information and go forward? The answer might well lie in the hands of the Office of Information and Regulatory Affairs (OIRA), a small office in the Office of Management and Budget.Regulatory Affairs (OIRA), a small office in the Office of Management and Budget. Headed by an administrator who is nominated by the president and confirmed byHeaded by an administrator who is nominated by the president and confirmed by the Senate, OIRA consists of policy analysts, economists, and lawyers, who will askthe Senate, OIRA consists of policy analysts, economists, and lawyers, who will ask whether the benefits of the new regulation would justify the costs. That question whether the benefits of the new regulation would justify the costs. That question is asked not only for motor vehicle safety regulations; it is also asked for climateis asked not only for motor vehicle safety regulations; it is also asked for climate change regulations, occupational safety regulations, water pollution regulations,change regulations, occupational safety regulations, water pollution regulations, immigration regulations, animal welfare regulations, airline safety regulations, and immigration regulations, animal welfare regulations, airline safety regulations, and many others as well. But how do agencies assess costs and benefits? Where will theymany others as well. But how do agencies assess costs and benefits? Where will they look? As it turns out, the United States has something like an Economic Constitution, designed to answer those questions. Most Americans, and even most economists, know nothing about it. Its focus is on human welfare, understood essentially in the economic terms of cost-benefit analysis, with occasional doses of political philosophy (emphasizing, for example, obligations to future generations and the The Economic Constitution of the United States"                                           - ■■ Cass R. Sunstein

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Will be discussing some lessons learned from the Brazilian major Industrial and Innovation Policy in Brazil and the challenges for setting mission-oriented policies in emerging economies. Thanks Inter-American Development Bank and CTI Division for the invitation. #innovation #competitiveness #technology #emergingmarkets FGVin | Centro de Inovação da FGV - EAESP

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PDCA SIX SIGMA

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🚰Sabesp privatization edges closer with São Paulo legislation The São Paulo City Council on Thursday approved legislation authorizing Brazil’s largest city to sign contracts with sanitation company Sabesp, the privatization of which was approved by the state’s legislative assembly in late 2023. Mayor Ricardo Nunes quickly signed the bill into law. The decision is crucial for Governor Tarcisío de Freitas’ plan to move forward with the privatization of Sabesp. Home to more than 11.4 million people, São Paulo city proper is by far Sabesp’s largest market. The company also operates in more than 360 other cities in the state. Sabesp is already a government-controlled company, with São Paulo state owning 50.3 percent of its stock. The government’s share is set to be diluted as part of the privatization process. Sabesp announced a BRL 3.5 billion (USD 690 million) profit in 2023, a 12.9 percent increase in relation to 2022. 🔗Read more in our full article by Cedê Silva here 👇 https://lnkd.in/d2WJ6iJ6 #Privatization #Sanitation #SaoPaulo

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É nesta segunda-feira (13/05/2024), o Seminário do PPGCC/UFPB: The politics of accountability: roots and responses to the (conflictual) accountability cycle in local governments' public financial management Data: 13/05/2024 Horário: 8h - Horário de Brasília Governança#accountability#local governments#financial management#gerenciamento financeiro#governo local#

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🇵🇹 A revisitar recursos e repensar conceitos para implementar novas práticas. Inclusão total, inclusão parcial, inclusão inversa/reversa, mainstreaming …🤯 O que são, afinal, atividades inclusivas? 🇬🇧 Revisiting resources and rethinking concepts to implement new practices. Full inclusion, partial inclusion, reverse inclusion, mainstreaming… 🤯 After all, what are inclusive activities?

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The importance of the Social and Solidarity Economy In recent years, there has been growing recognition of the importance of the Social and Solidarity Economy (SSE) in fostering sustainable development and building resilient communities. The ESS is marked by voluntary cooperation, democratic governance, and an emphasis on the well-being of people over capital. It represents an alternative economic model that prioritizes people and the planet over profit, emphasizing principles of solidarity, cooperation and social justice. In this article, we delve into the essence of SSE, its key principles, and its transformative potential in shaping a more inclusive and equitable society. Click in the link bellow to read the article: https://lnkd.in/d5A6e6u8

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The tragedy in the South of Brazil is human made in every possible way. The rains were intensified by climate change and, to make matters worse, only 0.13% of parliamentary amendments were destined for natural disasters prevention until the beginning of May [1]. Some politicians think that coming in after a disaster to help will increase their popularity more than working on preventative measures, which people won’t recognize the need for and might disturb resident’s daily lives. It’s time we started putting more emphasis on prevention than lazily waiting to act only when things get worse. A great example of this is PlaNYC. Released every four years as required by the local law, this document lays out the city’s long-term strategy to deal with climate change [2]. Brazil should follow this example and legally require every state to provide a plan like this and implement it. [1] https://lnkd.in/etFEEG89 [2] https://lnkd.in/e88QfbGF

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