Wednesday, May 9, 2012

Whats Up, Europe?



It seems that European Union’s list of trouble just got a little longer…
First it was the socialist leader of France, Francois Hollande’s who won the Presidential elections by slamming EU’s austerity fix for the debt crisis. The freshly-elected president said his victory marked “a new departure for Europe and hope for the world” because it showed “austerity can no longer be the only option.”
As France’s unemployment hits its highest level since the inception of the 5th republic, Hollande has called to rewrite a recently inked and long-negotiated EU fiscal pact to enforce budgetary discipline. This is causing jitters on both the global financial markets and on EU chancellor, I mean…German Chancellor, Angela Merkel.
And then it was the usual suspect, Greece in the troubled waters…again
Only weeks out of the woods (thanks to the troika of IMF, EU & ECB) after forcing creditors to take a massive hit on their bond holdings, the political turmoil in Athens threatens to sink its latest bailout and drive the insolvent country closer to a messy debt default and possibly an exit from the euro zone. As talks to form the next Greek government fails, there are doubts that Athens might not follow up on its promised austerity measures worth E 14.5B next month. An analyst on Bloomberg came up with a suggestion to fix the Greek crisis. She said Germany should provide each of its citizens with a Greece club-med vacation voucher, so that they can go to Greece and spend quality time & money to boost up the Greek economy. On the other hand, EMU should provide Greek citizen’s voucher to visit Germany to witness how Germans pay their taxes!!
The Pain in Spain is growing day by day. On Monday, it was official, Spain was in recession and to add salt to the wound, S&P downgraded all of Spain’s largest banks. The austerity measures that the government plan to take is not going to help the 25% unemployed Spaniards. Prime Minister Mariano Rajoy has said that come Friday, his government will come out with a reform package that will solve lot of Spain’s economic woes. Amen to that, because if markets are concerned about Greece (2011 GDP $300B), Spain’s economy ($1.4T) is 5 times larger!
And if Spain fails then Mario Monti’s Italy is going to be the next Domino to fall…   

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