
Capitalismo, Estado y Democracia: ¿Cuál es el debate?
El artículo comienza con una breve descripción de los tres términos de la relación para que, en una segunda parte, se estructuren los modelos a que dio lugar esta relación. Finalmente como fue su vigencia en momentos diferentes de la Argentina contemporánea.
Por Oscar Moreno [1]
Los conceptos que integran la relación
El pasaje del feudalismo al capitalismo se entiende a partir de la necesaria construcción del Modo de Producción Capitalista como resultado del desarrollo de las fuerzas productivas y las transformaciones de las relaciones sociales de producción implicada en la Revolución Industrial.
La concentración del poder soberano realizó la separación entre la esfera de lo público y de lo privado para definir el nivel económico y el nivel político como áreas funcionales, que se alejaron definitivamente de los parlamentos “medievales” ligados a los privilegios de los estados.
La característica más relevante en la esfera de lo público fue la concentración del poder soberano (cuyos aspectos centrales son la creación de los ejércitos profesionales y de una burocracia nacional) en cuanto expresión del dominio institucionalizado sobre un conjunto territorial nacional (que será luego, en términos económicos, el área del mercado nacional).
En este período el Estado asumió uno de los polos de la antinomia con la Sociedad Civil, teniendo para sí la función de superestructura propiamente política frente a los puros individuos económicos.
El estado liberal, que es el resultado del proceso que se describió antes, tiene como característica más importante la no intervención directa en la esfera de la economía, aunque su presencia está directamente relacionada con la creación y mantenimiento de un orden legitimo que garantice el libre funcionamiento del mercado. Desde lo organizativo en esta etapa histórica, la preeminencia del parlamento en lo institucional reflejó el posicionamiento dominante de la burguesía.
Desde 1870 hasta la Primera Guerra Mundial se desarrollo la fase de nacimiento y consolidación del capitalismo monopolista. Este proceso permitió una clara dirección del mercado a través de las concentraciones monopólicas y oligopólicas. Con ella se afecta directamente a la llamada libre competencia. Esta fue la etapa de la extensión del capitalismo al mundo (el Imperialismo sobre el que escribió Lenin)
El Estado, en esta etapa, se expandió tanto a nivel de la administración como de las funciones y la organización militar. Mientras que en la Sociedad Civil se desarrollaron las organizaciones sindicales, fundamentalmente, de trabajadores industriales y el crecimiento de los partidos políticos de masas, que responden a la ampliación del sufragio y a la necesidad de la agregación y transmisión de la demanda política.
En el siglo XX se produjeron las dos primeras guerras mundiales que provocaron un desarrollo de la industria tal, que los mecanismos ordinarios del mercado no pudieron garantizar su intercambio y consumo. Ello trajo aparejada una nueva modificación en el rol del Estado, en la medida que debió intervenir de manera directa en la economía.
Entre las dos Guerras estallo la gran crisis de 1930 y como respuesta apareció el estado dirigista que comprende tanto la experiencia del New Deal hasta la de los fascismos. Esta intervención estatal trajo como consecuencia la ampliación de la esfera el Ejecutivo que paso a tomar las decisiones en casi todos los terrenos y al parlamento solo le quedaron las funciones de conservación del orden legítimo estatuido.
Después de la Segunda Guerra y bajo el influjo keynesiano apareció el capitalismo de estado en tanto instrumento de progreso técnico continuo que aprendió a librarse de las crisis y donde se transformaron las leyes del desarrollo de las etapas anteriores.
La crisis de mediados de los ’70 termina con este período por el cambio entre los sectores dominantes por la hegemonía en el proceso de acumulación. Estas transformaciones trajeron aparejada la aparición de una nueva superestructura que da en llamarse el neoliberalismo.
La teoría de la democracia se integra con los contenidos de grandes tradiciones históricas: la teoría aristotélica de las tres formas de gobierno; la medieval de la soberanía popular y la moderna (maquiavelista) para la cual las formas de gobiernos son esencialmente dos: la monarquía y la república.
Los avances del siglo XX estuvieron constituidos por el abandono del concepto de la democracia directa para asumir el de la democracia representativa que se hace compartible con el estado liberal. La democracia representativa se expande a través del sufragio universal y por la creación de instituciones representativas.
Los modelos contemporáneos de la relación Estado, Capitalismo y Democracia
En la segunda parte del siglo XX pueden encontrarse los dos modelos en que la relación se expreso: el Estado de Bienestar, basado en el pensamiento de Keynes y el neoliberalismo, emparentado con las ideas de Von Hayeck.
Los tres principios básicos de la economía keynesiana son: el Estado estimulará un nivel de producción compatible con el pleno empleo. La economía se integrará con mecanismos de redistribución de la renta que aumenten la propensión al consumo. La política económica debe ser redistributiva.
¿Cuál es la consecuencia teórica y política del pensamiento de Keynes? Sí se incrementa el consumo baja el desempleo. Sí se redistribuye el ingreso aumenta el consumo, sí este aumenta se estimula la producción y baja el desempleo. Este solo se puede hacer por tres vías, aumento de los salarios de los trabajadores, aumento de la seguridad social y aumento del gasto público.
Este es un golpe muy fuerte al pensamiento liberal en la medida, que el consumo aumenta la producción y por lo tanto genera el clima para la inversión, entonces lo importante es el nivel de los salarios. Por lo cual este deja de ser un problema social y pasa a ser un tema político. Pagar mejores salarios o dar mayores subsidios a los desposeídos es central para el desarrollo capitalismo.
El pensamiento de Keynes que planteó un modo diferente de capitalismo, que colisionaba con el pensamiento de los liberales clásicos fue el modelo dominante entre el ’45 y el ’80 del siglo pasado. Con el cambio de las condiciones tecnológicas de la producción todos aquellos principios se hacen más discutibles.
En la década de los ´90 del siglo XX se abrió paso una renovada mundialización capitalista que, bajo el acápite de “globalización”, señaló la plena hegemonía neoliberal. La aplicación de los principios neoliberales también supuso una profunda transformación del Estado y de su relación con el mercado y las clases sociales. La privatización de las empresas públicas, el desmantelamiento del estado-benefactor, la liberalización de los mercados de bienes y capital, entre otras políticas, implicaron un programa de transformaciones que disminuyeron la capacidad de regulación e intervención estatal en ciertos mercados, incrementando la influencia directa de los poderes económicos y la eliminación de las conquistas obtenidas por las clases subalternas en el pasado.
– Algunos ejemplos de la aplicación de los modelos en la Argentina.
En la historia Argentina de siglo XX se pueden indicar, esquemáticamente, algunos ejemplos de aquellos dos modelos.
a.- Plan de reactivación económica (1940)
La Segunda Guerra Mundial ocasionó serios problemas económicos y políticos a la Argentina. Por ello el Ministro de Hacienda Federico Pinedo (designado por el Presidente Ramón S. Castillo) elaboró el Plan de Reactivación Económica (1940). Proponía: a) la compra por el Estado de los excedentes de la producción agropecuaria, a fin de equilibrar costos y arrendamientos; b) Construcción de viviendas populares, por las empresas del sector privado financiadas por el Estado, c) Estímulo a las actividades manufacturares, con créditos estatales a largo plazo y utilización de materias primas nacionales; d) Utilización de los recursos financieros por parte del Estado, autorizando al Banco Central a disponer de una parte de los depósitos privados en los bancos; e) La nacionalización de los ferrocarriles utilizando los fondos argentinos retenidos en Gran Bretaña; f) Limitación de las importaciones provenientes de los EEUU. El Plan tenía fuerte impronta keynesiana y todavía bajo la influencia británica, no fue aprobado en el Congreso, porque representaba intereses sociales dominantes distintos a los tradicionales. No era el plan de la oligarquía, y los “otros” todavía no tenían fuerza para imponerlo.
b.- El menemismo y el modelo neoliberal.
Los primeros meses del año 1989 se desató la inflación, que devendría en hiperinflación, indicando así la fase terminal de una crisis que llevaba ya varios años. En el mes de junio de ese año se produce la entrega adelantada del gobierno de Alfonsín a Menem. El temor a la agudización de una crisis hiperinflacionaria llevó al gobierno a tratar de reconstruir el estado desde la emergencia económica que se reflejó en la ley de Reforma del estado y la emergencia económica. La alianza con los sectores de la economía ha de llevar al poco andar del gobierno a la sanción del Plan de Convertibilidad. Ese plan solo se pudo mantener a partir de la aplicación de muchas de las recetas del Consenso de Washington. Salarios bajos, flexibilidad laboral, privatización de todas las empresas de Servicios públicos, desregulación absoluta del mercado financiero, alianza estratégica con los EEUU. Cuando el sistema financiero internacional le quito su apoyo a este plan, el mismo estalló provocando la Crisis del 2001.
La extensión del artículo no permite comentar los ejemplos, pero ellos demuestran que la triada que compone esta relación tiene un carácter de imprescindible para el análisis de los procesos y las coyunturas políticas y sociales.
[1] El autor es abogado. Docente de la Universidad de Buenos Aires y la Universidad Nacional de Tres de Febrero.
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