My comment: As all of them are in delicate situation I think that this
will not be an easy process. First of all because there are two
Europes, one is the Eurozone that shares same currency, where capital,
workers, goods, etc. can move freely and in fact is one economy, and
two the EU that is one political entity, but not one economy as it
does not share the same currency, and movement of workers, capital and
goods and services is not always free. Will the Eurozone suffer to
help non-Eurozone EU-member states that rejected to be Eurozone
members? Let us see what happens.

Also, inside the Eurozone, will that help have a price such as tax
harmonization? will ECB or some member states force others to follow
some certain macroeconomic policies? Let us see what happens.

Peace and best wishes.

Xi

http://www.bloomberg.com/apps/news?pid=20601087&sid=aGwRmgq6Tz7w&refer=home

Feb. 17 (Bloomberg) -- German Finance Minister Peer Steinbrueck said
euro-region countries may be forced to bail out other members of the
16-nation bloc that face problems refinancing their debt.

“Some countries are slowly getting into difficulties with their
payments,” Steinbrueck said late yesterday in a speech in Dusseldorf.
“The euro-region treaties don’t foresee any help for insolvent
countries, but in reality the other states would have to rescue those
running into difficulty.”

While declining to identify countries facing problems, the German
finance chief said Ireland, which has a widening budget deficit, is in
a “very difficult situation.” Ireland’s debt- rating outlook was cut
by Moody’s Investors Service Jan. 30.

Steinbrueck is going further than his European Union counterparts in
saying euro states can’t be allowed to fail. The EU governing treaty
says member states aren’t liable for others members’ obligations.
Spending to combat the worst downturn since World War II has forced
governments to run up deficits that violate EU rules.

The European Commission predicts budget shortfalls this year of 11
percent of gross domestic product in Ireland, 3.7 percent in Greece,
6.2 percent in Spain and 3.8 percent in Italy, compared with 2.9
percent in Germany. The EU ceiling is 3 percent.

The difference in yield, or spread, between 10-year Irish and German
bonds widened nine basis points to 257 basis points today. It widened
by almost six times since the middle of last year as investors
demanded higher premiums to hold Irish debt.

‘Very Unlikely’

Governments including Germany’s may call in help from international
organizations first before committing funds and pushing their own
budgets deeper into the red to help others.

The German government, presiding over Europe’s biggest economy, is
“very unlikely” to provide help to troubled euro- region members by
selling bonds jointly, Juergen Michels, an economist at Citigroup Inc.
in London, said in an interview, adding that it would be a “very
expensive solution.”

“The most likely option is that the European Investment Bank or some
other multinational organization will start supporting these countries
by buying government bonds or by providing direct support,” Michels
said. “That would help narrow spreads and reduce refinancing costs.”

Investors should keep buying bonds of European governments that have
“more flexibility in funding requirements in the short term,” Barclays
Plc analysts said today.

It’s better to be “adding positions here rather than in the periphery,
where any renewed funding concerns may weigh more heavily,” Huw
Worthington, a fixed-income strategist at Barclays Capitalin London,
wrote in a research note.

‘Worrying Developments’

Widening yield spreads are “worrying developments,” Luxembourg Finance
Minister Jean-Claude Juncker, who represents the countries sharing the
euro at international meetings, said at a Group of Seven gathering in
Rome on Feb. 14, according to an unpublished prepared “speaking
note.”

Michels said the EU can help governments that are finding it hard to
sell their bonds without violating the bloc’s “no bail-out” clause.
Any insolvency of a euro region country would be “fraught with
significant costs” for the EU as a whole.


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