Or so he said without explicitly naming name:
http://www.politico.com/news/stories/0811/61147.html


S&P: Skeptics fueled downgrade
By: Josh Boak
August 11, 2011 08:23 PM EDT

A Standard & Poor’s director said for the first time Thursday that one reason 
the United States lost its triple-A credit rating was that several lawmakers 
expressed skepticism about the serious consequences of a credit default — a 
position put forth by some Republicans.

Without specifically mentioning Republicans, S&P senior director Joydeep 
Mukherji said the stability and effectiveness of American political 
institutions were undermined by the fact that “people in the political arena 
were even talking about a potential default,” Mukherji said.

“That a country even has such voices, albeit a minority, is something 
notable,” he added. “This kind of rhetoric is not common amongst AAA 
sovereigns.”

The statement seems likely to bolster one Democratic line of attack, that it 
was tea party intransigence — not a shortcoming of leadership by President 
Barack Obama — that is to blame for the U.S. downgrade, from AAA to AA+. 
Obama himself called on Republicans to “put country ahead of party” 
Thursday — a dig at conservatives in Congress who are blocking his agenda.

GOP leadership in the House and Senate was vocal in warning about the dangers 
of default. But some lawmakers blasted warnings by the Obama administration 
that a failure to raise the debt ceiling would unleash an economic catastrophe, 
including Republican presidential candidate Rep. Michele Bachmann (R-Minn.), 
who voted against the debt limit increase and said the nation would avoid 
default even without a deal.

“I want to state unequivocally for the world, as well as for the markets, as 
well as for the American people: I have no doubt that we will not lose the full 
faith and credit of the United States,” Bachmann said

In reaction to the statements by S&P on Thursday, however, Rep. Tom McClintock 
(R-Calif.) said the firm had misinterpreted the GOP position.

“No one said that would be acceptable,” he said of a default. “What we 
said was in the event of a deadlock it was imperative that bondholders retain 
their confidence that loans made to the United States be repaid on schedule.”

More than 100 House Republicans backed a measure sponsored by McClintock that 
created a plan if the country failed to raise the debt ceiling - prioritizing 
debt payments over other obligations.

In the Senate, Sen. Pat Toomey (R-Pa.) introduced the bill, which he said in a 
Wall Street Journal editorial could force “sudden and severe” spending cuts.

“Projects would be postponed, some vendor payments would be delayed, certain 
programs would be suspended, and many government employees might be 
furloughed,” Toomey wrote in January, acknowledging that he hoped the drastic 
scenario might be avoided.

The Treasury Department said the plan constituted a form of default, however, 
since salaries, taxes and contract payments would have gone unpaid.

Congress and the president finalized a deal to avert default on Aug. 2, 
increasing the debt limit in return for at least $2.1 trillion in deficit 
savings over the next decade. Over the next several months, a new super 
committee from both chambers will identify more than half of those savings.

Toomey, one of a dozen members of the super committee, declined to comment on 
Mukherji’s remarks.

McClintock said that S&P executive David T. Beers told congressmen the key to 
sustaining a top-notch rating was $4 trillion in deficit savings.

He recalled asking Beers at a meeting, “Well, how about $3 trillion?”

“Beers’ response was emphatic — ‘No,’” the congressman said.

The debt compromise failed to meet S&P requirements.

S&P’s Mukherji said the trajectory and amount of deficit savings factored 
into the downgrade decision, along with the slow response to the potential 
crisis by the nation’s leaders.

“What S&P wanted to see from the deal was a stabilization in the debt-to-GDP 
ratio over time,” he said. “We wanted to see something other than a line 
that kept going up. That’s what we didn’t see.”

S&P publicly released its criteria for sovereign ratings on June 30, so there 
would some degree of transparency in how the decision was made.

Geithner told CNBC earlier this week that S&P had “shown a stunning lack of 
knowledge about basic U.S. fiscal budget math, and I think they drew exactly 
the wrong conclusion from this budget agreement.”

Nonetheless, Geithner did not necessarily question S&P’s political judgment.

“They, like many people, looked at this terrible debate we’ve had over the 
past few months, should the U.S. default or not, really a remarkable thing for 
a country like the United States,” he said. “And that was very damaging.”

Mukherji acknowledged that the definition of political instability can vary 
among countries, as some nations are prone to striking workers and rioting but 
not necessarily unstable.

“Every country has its own dynamics and its own theatre and its own ways of 
dealing with these issues,” he said.

 
© 2011 POLITICO LLC

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