iAGS 2013
Independent Annual Growth Survey
First Report

http://iags-project.org/index.htm
http://iags-project.org/documents/iags_report2013.pdf

Four years after the start of the Great Recession, the euro area 
remains in crisis. GDP and GDP per head are below their pre-crisis 
level. The unemployment rate has reached a historical record level of 
11.6% of the labour force in September 2012, the most dramatic 
reflection of the long lasting social despair that the Great 
Recession produced.

The sustainability of public debt is a major concern for national 
governments, the European Commission and financial markets, but 
successive and large consolidation programmes have proven 
unsuccessful in tackling this issue. Up to now, asserting that 
austerity was the only possible strategy to get out of this dead end 
has been the cornerstone of policymakers' message to European 
citizens. But this assertion is based on a fallacious diagnosis 
according to which the crisis stems from the fiscal profligacy of 
member states.

For the Euro area as a whole, fiscal policy is not the origin of the 
problem. Higher deficits and debts were a necessary reaction by 
governments facing the worst recession since WWII. The fiscal 
response was successful in two respects: it stopped the recession 
process and dampened the financial crisis. As a consequence, it led 
to a sharp rise in the public debt of all Euro area countries.

During normal times, sustainability of public debt is a long-term 
issue whereas unemployment and growth are short-term ones. Yet, 
fearing an alleged imminent surge in interest rates and constrained 
by the Stability and Growth Pact, though transition towards more 
normal times had not been completed, member states and the European 
Commission reversed priorities. This choice partly reflects 
well-known pitfalls in the institutional framework of EMU. But it is 
equally reflecting a dogmatic view in which fiscal policy is 
incapable of demand management and the scope of public 
administrations has to be fettered and limited. This ideology has led 
member states to implement massive fiscal austerity during bad times.

As it is clear now, this strategy is deeply flawed. Eurozone 
countries and especially Southern European countries have undertaken 
ill-designed and precipitous consolidation. The austerity measures 
have reached a dimension that was never observed in the history of 
fiscal policy....

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