A couple of points, Lawry.  One is that the banking system is highly connected 
internationally.  To lend money to the Greek or Spanish governments, Greek or 
Spanish banks borrowed money from banks in other countries.  The impact would 
likely be similar to that of the American sub-prime mortgage crisis of some 
four years ago.  Via the widely traded Consolidated Debt Obligations it was not 
only American banks that lost a lot of money, but foreign banks as well.  I 
think defaults by the highly leveraged members of the EU would have a much 
larger negative impact than the sub-prime crisis.

The other point is that the EU governments of Greece, Italy, Spain, Ireland and 
perhaps others (France?) have kept themselves going by borrowing huge sums of 
money.  If they defaulted, it is unlikely that anyone would want to lend to 
them.  What might that mean in terms peace, stability and living standards in 
those countries?

Ed 


  ----- Original Message ----- 
  From: de Bivort Lawrence 
  To: [email protected] 
  Cc: 'RE-DESIGNING WORK, INCOME DISTRIBUTION,EDUCATION' 
  Sent: Sunday, June 03, 2012 10:17 AM
  Subject: Re: [Futurework] [Ottawadissenters] A little more on the Euro


  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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