Okay, so they're at it again. These people seem to be uneducable.

http://www.ft.com/cms/s/0/ca979904-2216-11df-98dd-00144feab49a.html?nclick_check=1

Reports are increasing that the banks have worked out a new scam to
earn lots of virtual money by a particularly vicious sort of
manipulation, thereby endangering the still terribly fragile
recovering world economy.

The background is pretty clear. Firstly, over many years, they lent
Greece far too much money and then helped the Greeks cook their books
so that they could be admitted to the euro zone.

Secondly, as a result of the crisis, the Greek economy goes belly-up.
The Euro-zone members are playing a very sensitive scenario to try to
sort things out, putting the Greeks under massive pressure to deal
with their current-account deficit, while at the same time signalling
that they are not - in the end - going to let the Greeks go down the
tubes and take the euro with them. This is sensible. The last thing
the world needs now is a crisis in confidence in the euro.

Thirdly, the big banks know this (organisations like Goldman Sach's
and our old friend, Deutsche Bank). They also know that the European
Central Banks and the major European economies, particularly the
Germans, will do almost anything to keep the euro basically stable.
So, are they doing everything possible to support this?

Are they what? What they ARE doing is pushing down the costs of Greek
bonds, while at the same time, through derivative deals, betting that
the Greece is going to default and, basically, insuring their loans
against this scenario, and then dealing with these insurance
"policies" (so-called credit default swaps). This is, as one German
commentary I read, comparable to insuring your neighbour's house
against fire, and then playing around with gasoline and matches.

They seem completely oblivious to the fact that this is setting the
world economy up for a financial crisis 2.0, with Greece, on a
national scale, playing the role of Lehman Bros. Or just betting on
the fact that the national economies, which bailed them out of the
last crisis with thousands of billions of taxpayers money, will go on
throwing money into Greece (which they, the banks, will promptly
vacuum up) in order to stop this happening.

It's high time they were dealt with.

Francis

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