Video transcript
É o fim do neoliberalismo com o Consenso de Pequim? | Café com Boulos
410 statements · 2 politicians · April 5, 2026 · 27 min
Statements by Guilherme Boulos, Luis Inacio Lula da Silva. 410 transcribed statements, with topic and stance on the ones the analysis classified. Topics: Monetary Policy, Labor Rights, Fiscal Reform, Commercial Policy.
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Transcript
410 statementsFull transcript of the video. Statements the analysis classified carry topic and stance.
- Neutral
About: reorient economic policy to stimulate productive investment and reduce financialization
Man, the Washington Consensus is over, now it's the Beijing Consensus.
See, China's victory in the productivity war against the United States—leading the technological frontier, managing to take most markets—has a consequence.
- Neutral
About: strengthen the role of the State in the economy
The consequence is the return of national projects, the return of the State as a protagonist of the economic model.
In other words, the antithesis of what the Washington Consensus was.
And so, everyone is watching.
The confusion in the world that Trump is causing and the backdrop of this Cold War with China, the competition for natural resources and everything else.
Now, this also has a direct impact here, in Brazil, on a national project, on the conditions being set for Brazilian politics itself.
And that's why we decided to do this week's Café com Bolos on this subject.
So, is there time for a little coffee?
To make a good coffee, my dear... Rodrigo, the Beijing Consensus may seem strange, may seem odd.
But let's remember what the Washington Consensus was.
- Neutral
About: adopt neoliberal policies of economic liberalization
The Washington Consensus was a package of policies that the United States exported to the rest of the world, particularly to the global south, also called neoliberalism.
What was the idea?
- Neutral
About: grant greater power to markets in economic management
Now is the moment to give all the power to the markets.
So there's no more of this State regulating.
Deregulate everything.
Workers' rights, no.
About: defend workers' rights
That attacks economic freedom, that will hinder free investment, rips away all workers' rights, destroys unions, reforms labor laws, broad liberalization.
About: establish capital controls
Oh, come on, the State controlling financial flows, imposing capital controls—get rid of that.
Total freedom for financial capital to enter and exit, speculative capital in every country, currency speculation, end the rules that were put
some limit on the movement of financial capital and on the conduct of big businessmen exploiting workers.
Let's say this is what is called deregulation, that ugly word, it was the first major pillar of neoliberalism.
Of course it didn't stop there.
- Neutral
About: reduce income concentration
Neoliberalism had a big objective behind it and that was realized—look at the world's data on income concentration.
For the first time they produced immense billionaires.
We are on the verge of having trillionaires in the world.
Never has inequality in the United States, the country, let's say, of origin of the formulation of neoliberalism, been as great as it is today.
How does it concentrate that wealth?
About: make the tax system more progressive
By rolling back what had been built under the welfare state after World War II, which was to levy progressive taxes on income and wealth.
That is, those who have more pay more.
Cut that out.
- Neutral
About: make the tax system more progressive
Abolish progressive taxation.
And the rhetoric was: hollow out the State.
The State shouldn't intervene in the economy anymore.
That's not the State's business, no.
Let the market take care of it.
About: preserve state-owned companies and public services
State-owned enterprises are finished, privatize, sell everything.
State rules to impose some order.
And some limit on market power to...
That's antiquated, that's a museum piece.
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