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----- Original Message -----
From: <[EMAIL PROTECTED]>
To: <[EMAIL PROTECTED]>
Sent: Tuesday, April 30, 2002 5:13 AM
Subject: [kominform2] Argentina crisis could yet affect U.S.





From: "sf_adam.rm" <[EMAIL PROTECTED]>

Subject: [Arg_Solid] AP: Argentina crisis could yet affect U.S.

Argentina crisis could yet affect U.S.

Martin Crutsinger, AP - 4/29/2002

WASHINGTON - The United States largely has avoided the fallout from
Argentina's financial collapse. That could change if the crisis in
South America's second biggest economy worsens.

The worry is that a serious recession and Argentina's plunging
currency could spill over to neighbors still trying to emerge from
last year's global slowdown - and eventually reach the United States.

"The global economy remains very fragile with troubles in Argentina,
Japan mired in a decade-long recession and Germany struggling," said
Mark Zandi of Economy.com. "If something goes badly wrong, it could
quickly spread to our economy."

Even so, America's relative insulation from the crisis so far has
been striking.

The U.S. economy also survived the last serious currency turmoil, the
Asian crisis in 1997-98, even though American investors had a number
of nerve-racking moments, especially after Russia defaulted on 40
billion dollars in government debt in August 1998.

That default caused the near-collapse of a giant American investment
fund, Long Term Capital Management, and sent stock prices skidding
until the Federal Reserve interceded with interest rate cuts.

Argentina's decision in December to halt payment on much of its 141
billion dollars in foreign debt - the biggest government default in
history - has caused modest ripples so far in the U.S. economy.

American banks with large exposures to Argentina, led by FleetBoston
Financial Corp., have written off bad loans. General Motors, Verizon,
McDonald's, Coca-Cola and other companies have taken some hits. Their
losses, however, are small compared with the profit squeeze all U.S.
companies endured in last year's U.S. recession.

Unlike the Asian crisis, Argentina's troubles took a long time to
develop, giving foreign investors warning and leading analysts to
play down the chance of a sudden jolt to Wall Street even if the
crisis drags on.

"Any real contagion effect like what happened in the Asian crisis
would have already occurred," said David Wyss, chief economist at
Standard & Poor's in New York. "But that doesn't mean there can't
still be economic impacts felt in the United States."

Wyss and other analysts said the bigger threat was to trade rather
than the flow of investment.

Argentina's 3.9 billion dollars in purchases accounted for less than
one-half of 1 percent of total U.S. exports last year. But U.S. sales
to the rest of Latin America could suffer if Argentina's slowdown
depresses growth in the region. Brazil, South America's biggest
economy, does nearly one-third of its trade with Argentina.

"The Latin American economies, like the rest of the world, are trying
to recover from the global recession and Argentina's troubles will be
a significant limitation on growth," said Sung Won Sohn, chief
economist at Wells Fargo in Minneapolis.

Many analysts also are worried about the political impact from the
financial turmoil in a region that the past decade has moved to
embrace democracy and free-market capitalism.

"The Argentine people are suffering and they are blaming foreign
banks, the IMF (International Monetary Fund) and the U.S.
government," said Zandi. "The whole process of political reform could
be undermined."

President Bush took office with a pledge to pay more attention to
Latin America. So far, his administration, led by Treasury Secretary
Paul O'Neill, has insisted on a tough-love approach, denying billions
of dollars in new IMF loans to Argentina until the country goes
further with economic reforms.

"All of us ache when we look at the television and see people getting
killed on the streets of Argentina," O'Neill told a congressional
committee last week, referring to the rioting that began in December.

But O'Neill said the administration was adamant that new IMF loans
should only go ahead "when Argentina takes the right steps."

They include controlling deficit spending by the central government
and provinces, and stabilizing the country's currency, which has lost
nearly 70 percent of its value this year.

Despite the troubles, many analysts believe Argentina will put in
place enough reforms to qualify for at least 9 billion dollars in new
IMF loans. But they warned that those reforms will mean economic pain.

"The reality is that there will be a lot of suffering because of past
policy mistakes," said Morris Goldstein, a former top IMF economist
now at the Institute for International Economics, a Washington think
tank. "The banking system and the government's fiscal situation are
broken."




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