A simplistic question, but one that may, I hope, cut to the chase:

What is the problem if Greece and perhaps Italy and Spain simply default on 
their debts, and do nothing else? I can readily see that lenders would 
subsequently shy away from making any new loans to those countries, of course, 
but...so what?

Can we build a damage/risk tree out from this initial question?

Cheers,
Lawry




On Jun 3, 2012, at 9:20 AM, Ed Weick wrote:

> 
> There seemed to be some agreement yesterday that exit from the EU by Greece 
> and perhaps others like Spain and Italy was inevitable.  But is it really?  
> Greece, Spain and a few other countries have huge debts -- but debts that are 
> denominated in Euros.  It is highly unlikely that creditors would accept 
> repayment in far less stable currencies like the drachma or the peseta, and 
> default by some of the larger EU debtors could wreak havoc with the 
> international banking system.  Exit from the EU is, IMHO, most unlikely 
> unless someone steps in and provides the kind of bailout supports needed.  
> Perhaps the IMF or, as Barry suggested, Russia?  For a countries like Greece 
> or Spain, would being beholden to Russia be better than being under Germany's 
> thumb?
>  
> Ed
> 
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