On Tue, Oct 21, 2008 at 2:22 PM, Patrick Bond <[EMAIL PROTECTED]> wrote:
> David B. Shemano wrote:
>>
>> ... Please, somebody, give me a serious argument of how the repeal had
>> anything to do with the present crisis.
>
> How about: it speeded up the perverse relationships between the real and the
> financial sectors.


To be very specific, here are some direct consequences of
Glass-Steagall that contributed to the present crisis:
1) Encouraged the creation of too-big-to-fail entities creating
enormous moral hazard. Citi and Chase knew there was absolutely no way
they would ever be allowed to fail.
2) Enabled insured depository institutions to enter the securitization
business in a big way: normally a bank would make loans and an IB
would pool, underwrite and distribute the securities. Now they were
all done in the same institution which had obvious conflicts of
interest that encourage inflated ratings.
3) SIVs would not have been possible under Glass-Steagall.
4) Related to (1): led to concentration of risk, and created
correlations across different sectors e.g. commercial paper and
real-estate.

Incidentally the following report argues that the G-S Act was actually
repealed in stages over a number of years:
http://www.pbs.org/wgbh/pages/frontline/shows/wallstreet/weill/demise.html

-raghu.

-- 
Confucius say, dirty book rarely dusty.
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