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Financialization in the twilight of capitalism
Eleutério FS Prado
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DOI: 10.13140/RG.2.2.20055.75688
Introduction
The issue of financialization has been the subject of great controversy; even the
validity and appropriateness of the term has been questioned. However, there is no
doubt that certain historical facts support this thesis. A growing exuberance of finance
came after the end of World War II and, especially, from the 1980s onwards. But what
is financialization? This is a question that still requires an innovative answer (Prado,
2018b).
After 1945, there were two long cycles in the world economy: one between 1946
and 1982, when Keynesianism dominated, and another from that last date, when
neoliberalism prevailed. In the first period, the world GDP growth rate averaged 5% per
year. Between 1981 and 1990, the world economy grew on average 3.12% per year;
between 1991 and 2010, this average rate dropped to 2.8%, to reach only 2.2% in the
last decade. Because of this low growth, it is widely recognized that the world economy
entered a period of stagnation after 1997, which has not yet been overcome. And this
secular decline is well explained by the declining behavior of the rate of profit in the
period, as shown in the graph below.
But the fall in the rate of profit and the rise of organic composition of capital is
not the only striking fact in the history of postwar capitalism. The irresistible process of
financialization, intrinsically related to the former, has also developed over the last
seventy years. Why?
If its main antecedent was the expansion of the Eurodollar market, mainly in the
1970s due to the abundance of petrodollars, it effectively took off in the 1980s. As is
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Full and Senior Professor at the Department of Economics at FEA/USP. E-mail: eleuter@usp.br. Blog on
the internet: https://eleuterioprado.blog