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12 December 2010

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jeremy

http://www.economist.com/node/17902709

The least-bad way to deal with this contradiction is to restructure the debt of plainly insolvent countries now. Based on this newspaper’s calculations (see article), that group should start with Greece and probably also include Portugal and Ireland. Spain has deep problems, but even with a big bank bail-out it should be able to keep its public debt at a sustainable level (see article). Italy and Belgium have high debt levels but more ample private savings, and their underlying budgets are closer to surplus. There is, thus, a reasonable chance that, handled correctly, euro-zone sovereign defaults could be limited to three small, peripheral economies.

jeremy

I remember William White's final report at BIS before he resigned as chief economist abt 2008.

White had been contradicting Greenspan and warning of housing bubbles and toxic waste since circa 2003. He was one of a few 'experts' who can claim to be vindicated by the global crisis.

In his final report, White hinted/suggested (what's that word for something more than a hint but less than a suggestion?) that some sort of co-ordinated debt forgiveness may be the most sensible option. (it's also been whispered by someone, not White, 'outright default if necessary')

I can't remember whether White was referring to forgiveness/default at the individual, firm or sovereign level...but let's examine the last. If Argentina, Russia and Indonesia can do it and bounce back to economic vibrancy after 5-8 years....why can't it apply to at least some of the worst affected countries today?

Runs against accepted wisdom? Improbable? Encourages moral hazard? Insensible?

Yes. Yes. Maybe. Maybe not.

ps. apologies for slightly going off-track

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