The way forward for Greece and Europe

Interview with Reiner Hoffmann, Chairman of the German Trade Union Confederation
DGB, on 5 February 2015

[...]

So, why has Greece’s level of sovereign debt risen even further? First of all,
that’s linked to the policy of cuts and the associated “denominator” effect. If
GDP falls in absolute terms because of huge cuts in public spending then,
automatically, the debt ratio rises – and that’s even if the country takes on
not even one extra euro of debt. That’s what’s happened in Greece in the past
few years: The public exchequer has delivered primary budget surpluses, up to
2.4% recently. But when accumulated interest is higher than annual growth there
can be no debt abatement.

The key thing now is for Greek GDP to grow again and the interest rate repayment
schedule to be more protracted. The country and its people need to breathe
again. The moderate proposal of Varoufakis to reduce the EU demand for a primary
budget surplus of currently 4% to 1.5% seems to me reasonable and justified. His
proposal to couple the rate of interest payments to economic growth in future
should be viewed non-prejudicially. Of course, we recognize that getting rid of
debt cannot just take three or five years; we should assume a longer period.
This is a long-distance race and not the sprint stipulated by the troika for the
Greeks. The former ETUC General Secretary, John Monks, whose deputy I was, has
already compared the demand for budget cuts with an economic Versailles Treaty
and given warning that driving a country into ruin cannot possibly be a
sustainable strategy.

So, the DGB (German Trade Union Federation) is demanding an overall solution for
debtor countries. We want fresh negotiations within the framework of a European
conference on debt for all countries in crisis in order to restore debt
sustainability and, thereby, stabilize the Eurozone. We reject this false
chatter about Grexit; it would be damaging if Greece quit the monetary union.
That, too, wouldn’t be a lasting solution but would simply aggravate problems
because of a potential domino effect.

Q.: What change of policy would you like to see? What should happen at EU level
to finally overcome the euro crisis in a systematic manner and prevent the slide
into stubborn deflation?

First, we have to state baldly: The policy of spending cuts has never got close
to overcoming the crisis in the Eurozone. Since Mario Draghi’s famous “whatever
it takes” of 2012 the crisis has simply paused for breath. But the old
Barroso-Commission and member state governments didn’t use this pause to correct
the design faults in their crisis strategy. They carried on acting according to
the principle of shifting the burden onto the shoulders of the ECB. But, with
the Zero Lower Bound in effect, there’s a limit to what monetary policy can
achieve. That’s why we’re pretty sceptical about the real impact of the new
quantitative easing measures. Monetary policy now urgently requires an assist
from fiscal policy. Without any boost to aggregate demand nobody will invest a
single Euro. At the end of the day, it’s investments that pay off; when
everybody saves nothing is invested.

So, we’re asking the EU for a clear departure from the current anti-social
politics of austerity which simply ratchets up the crisis. Unions in Europe have
made investments in the EU’s real economy a priority issue. Europe needs a
master plan for a pan-European campaign of investment. Jean-Claude Juncker’s
investment plan is a first step in the right direction. It sends an important
political signal: for the first time in a long while we’re talking in Europe
about investment-led growth. Juncker has also thereby taken up the drive of the
ETUC and DGB for a European Marshall Plan. Of course, Juncker’s plan is not
ambitious enough given its volume, funding and the restrictions built into it.
So, we’re demanding improvements and extra funding via the member states in
order to ensure it has a genuine impact.

A European investment programme should also be meshed into the industrial
strategy of the previous Commission and the climate change summit in Paris this
year. If we can succeed in raising the added value of manufacturing back over
20% of GDP then we’ll be better able to face the future and to increase our
resilience. The basic lesson for us must be: you cannot save your way out of a
crisis, you can only grow your way out.

full: http://www.socialeurope.eu/2015/02/way-forward-greece-europe/
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