British newspapers are often sensational and sometimes wrong on big issues, so take this with a grain of salt. But the Telegraph reports that European leaders are constructing a “multi-trillion” euro plan to deal with the banking crisis that has gripped the continent. I very pointedly say “banking crisis” because we should wean ourselves off calling this a sovereign debt crisis. The sovereigns are the pass-throughs to European banks which made bad bets and still never resolved them from the financial crisis of 2008. That’s the problem being solved here:
German and French authorities have begun work on a three-pronged strategy behind the scenes amid escalating fears that the eurozone’s sovereign debt crisis is spiralling out of control.
Their aim is to build a “firebreak” around Greece, Portugal and Ireland to prevent the crisis spreading to Italy and Spain, countries considered “too big to bail”.
First, Europe’s banks would have to be recapitalised with many tens of billions of euros to reassure markets that a Greek or Portuguese default would not precipitate a systemic financial crisis. The recapitalisation plan would go much further than the €2.5bn (£2.2bn) required by regulators following the European bank stress tests in July and crucially would include the under-pressure French lenders.
Officials are confident that some banks could raise the funds privately, but if they are unable they would either be recapitalised by the state or by the European Financial Stability Facility (EFSF) – the eurozone’s €440bn bail-out scheme.
OK, so the first step of this plan is to shovel “many tens of billions” of euros to the banking sector, either directly through the stronger countries or through a bailout fund. The second step is to throw more money in the bailout fund, the EFSF. Two trillion euros are contemplated there. And they’re proposing to do it in a screwy way that would mean Eurozone countries wouldn’t need approval from their parliaments. This says it all:
The arrangement is similar to the proposal made by US Treasury Secretary Tim Geithner to the eurozone at the September 16 EcoFin meeting in Poland. Gathering turmoil in financial markets has convinced Germany to begin work of some kind of variant of the US plan, despite having initially rejected the notion as unworkable as threatening to compromise ECB independence.
Germany in particular still needs parliamentary approval on letting the bailout fund recapitalize the banks, and with Angela Merkel’s coalition shaky, that will be difficult to ratify. The vote is expected next week.
Finally, Greece will undergo a “managed default” with a substantial haircut for the creditors, up to 50%. And then Greece would get another bailout.
The internal deadline for all of this is November 4, when the G20 officially meets for a summit in Cannes.
Of course, this still remains a plan to bail out European banks, with no such program for the people of Europe. It does not address a potential “collapse in global demand” feared by the IMF, with a double dip recession attached. This is a dangerous moment for the global economy, and the elites of the world are still making sure that banks and wealthy investors won’t have to cover too many of the losses.
UPDATE: Yves Smith with more on this.



42 Comments


Support this site!
Subscribe to the newsletter
Advertise on Firedoglake
Send
us your tips
Make us your homepage
About FDL News Desk
What are you saying, David, that banks aren’t people?
Geez.
You’d think they’d get the message by now, but you’d be wrong.
Just who is on the hook to pay the interest on this debt?
I smell a wind up of all social programs in Europe to bail out the Bankers. Over the 6 weeks it takes to get this done, the people of Europe will be able to ask and get answered this very difficult question.
Then it will end badly.
Hard to tell what’s going on behind the scenes at this point.
I’ve been wondering why all the fear related to public debt is topic for conversation and much angst, but the toxic assets being held by the big banks have all but disappeared from analysis?
Does anybody have a grip on the amount of toxic securities held by German Banks, relative to the size of their holdings of Greek bonds?
Why is it that the banks are only acknowledging the fear/danger of bad loans to governments and not the disputed worth of their ‘investments’?
Is it because there may be a way of convincing crooked pols to prop up the worth of public debt, but there is no real prayer of making those toxic MBSs worth more than they really are?
Bank of International Settlements said Germany’s exposure to Greek government and corporate debt was $33 Billion as of the end of March, so tell me, is their investment in ‘toxic’ MBSs larger or smaller than that, and what about the rest of the Big European banks?
How do we know that sovereign debt is the problem?
How do we know that the problem is not actually rooted in the lingering problem of investments in MBS which the TBTF banks are still holding?
European banks having to come clean about their toxic assets would open the whole can of worms for American banks again wouldn’t it?
It’s not difficult to know what’s going on “behind” the scenes. The banksters and oligarchs are going in for the final kill on working class people.
These numbers are amazing. Seems like they’re playing basketball with the entire world economy.
Jesus god this is beyond absurd and absurd.
It’s like the movie “Aliens” except with Sigourney Weaver giving the monster everything it wants, along with all oxygen, truckloads of fresh kittens, all sanity and reason. “Here – kill me and everything,” she says. This makes a far less interesting version of the movie. But here we are anyway.
Bet it involves the Fed and trillions in guarantees.
Okay, can someone boil it down for me and explain very simply: Precisely how much does Greece owe to whom, not counting the bailouts, and for what?
Did they just borrow and borrow a shitload of money at high rates or what?
The little guy is dominated by Capitalism and Markets. He is victimized by them with no recourse and no relief.
Geithner’s Banker/Investment/Insurance/FIRE (Glass-Steagall? Fuck That!)Friends get trillions of dollars in bailout funds after they shit their own bed.
Capitalism for us.
Corporate Welfare – Socialism – for them.
Today German finance minister Schaeuble and Bundesbank’s Weidmann essentially said no way.
http://online.wsj.com/article/SB10001424053111903791504576591010057368904.html?mod=WSJ_hp_LEFTWhatsNewsCollection#
Brief WSJ extract. . .
“. . .The German finance minister said the bailout fund can only work within the legal framework of the E.U. treaty, and more specifically, within the agreement governing the bailout fund. Neither of those allow the facility to be leveraged, he said. Deutsche Bundesbank Jens Weidmann, attending the same briefing, said leveraging the bailout fund, specifically by allowing it to borrow from the European Central Bank, would be equivalent to the monetary financing of state budgets, which is forbidden by the EU treaty.
“. . .Addressing one of the focal points of crisis in Europe, Greece, Mr. Schaeuble hinted that the deal agreed to in July, which envisaged a voluntary writedown on debt held by Greece’s remaining private creditors, may have to be revised. He avoided spelling out what many believe, however, that the country should be declared bankrupt and impose far larger losses on bondholders. . .”
So. . . even if there could be some agreement by Nov, they’d still have the EU Treaty stopping such. Changing that could take years, and all members would still have to agree. It doesn’t look like the Telegraph’s piece is workable.
The Global Elites – Obama and Geithner’s Friends – want to own the Greek Isles. They want the California Redwoods. They want to pollute the earth with impunity. So they will.
They owe German banks $30 Billion and French Banks $70 Billion, which does not explain why the banks need $Trillions to firewall Greece.
The explanation if you ask me is that the European banks are just like the American banks, facing undisclosed losses on MBS investments that they haven’t figured out how to deal with.
They’re scapegoating the masses just like the American banks are doing to us.
They can steal all our homes, and every pension on the planet, and they can make us all work for $2.00/hr, but they’ll never be able to cover the losses they’ve incurred by erasing financial regulation and doing what they damn well please, which by the way, was fucking each other at the same time they were fucking us.
So one can assume that European politicians are just as corrupt, immoral, slimy, and capable of being purchased as their American counterparts.
Jerome a Paris agrees that this is all about protecting the banks:
http://www.dailykos.com/story/2011/09/22/1019202/-Bleed,-you-sinners!#comments
Yep, pretty much only the taxpayer there won’t roll over as easy as we did.
It was European banks that taught American banks how all this works.
The ‘Game’ hasn’t changed in hundreds of years.
temoluxman–
Here is an answer about who owes what to whom:
http://www.youtube.com/watch?v=thSTpGnWEAs&feature=player_embedded#!
Ah, another free gift to the banks. How silly those Europeans are, not the 1%, the 99% … the 1% know what is going on, and they are doing everything they can to further what is going on … the 99% also know waht is going on, or many of them do, however, they can do nothing …
How foolish we shall all seem, the American 99% … in the not too distant future. Do you not see that the American banks desperately need a free gift too?
Eventually, perhaps, all the foolish people will have given the banks enough to have bought those banks twice over … whereupon it will be dicovered that the banks are not worth anything, the banks will be declared worthless … the 1% will still have all the money and the 99% will still have all the “debt”.
At which point, the 1% will, once again, point out that the “debt” is owned by the foolish people and that the foolish people will just have to “cut back” … even further.
Ah, well …
DW
And another:
http://www.youtube.com/watch?v=QXyinM79qoA&feature=related
Look at the bright side. Underwater countries are easier to find than underwater homes. You can`t carry them on the books. This might just work out.
The way to solve the banking crisis is to take them over and please don’t let them invest the Fed’s money in the stock market.
They are going to do “whatever necessary”. Frightening, isn’t it?
IMF promises decisive action for eurozone debt crisis
“Jim O’Neill, chairman of Goldman Sachs Asset Management, suggested this weekend’s meeting in Washington could mark the beginning of concerted action to tackle the debt crisis in Europe which is the cause of so much stock market volatility.
‘”The thing that really brought the world to a better place in 2008 was genuine collective action involving both the developed and the developing world through the G20,” he told the BBC.”
Yeah. And then what happened?
it’s the irish,
it’s the portugese,
it’s the spainards,
maybe.
but somewhere within the last two days i’ve read that the three european banks most seriously threatened are all big french banks.
so why the focus on the preriphery (“peripheral nations” like greece or ireland) when the major dying assets are in french banks?
or, as in this story, in german banks:
http://www.nakedcapitalism.com/2011/09/german-banks-need-127-billion-euros-more-capital-report.html
are the peripheral nations’ problems being used as a decoy to divert attention from the problems of the great european economies?
No worries Fatster! With Goldman involved, we know that civilization as we know it won’t end. Yay!
I hope by Nov 2012 the voters do the unthinkable… not to vote out Rs or Ds, but to vote out The Incumbent Party. It seems that across the pond our friends may need to do the same.
I wonder if someday an historian will write about the purchase of the USG by Government Sachs as the biggest bargain ever? They probably spend only a few million bucks on lobbying annually. Yet their purchases continue to pay dividends in the trillions of dollars. What a bargain!
Yes, it would. Some banks more than others initially, but it would cascade. How much are these banks holding in credit default swaps? The exposure here is not public and could be staggering.
just where is all this bank bailout money coming from?
just like the u.s. in 2008, this is nothing but a massive transfer of public and middle class wealth to the superrich and the banks
i hope the european people stop the heist
otherwise greece will be a template for the world
Yes, they are saving themselves, the governments and the rich at our expense. Ultimately this will ruin them too, but they don’t think that far ahead when their asses on are fire. If the banks acknowledged their toxic assets they would fail. Many rich people would lose their ass financially. Many of us will take a hit too. But it has to happen. Greece should default, the people want to default but as usual their government is not on their side. There will be resistance to this of course, Britain is already having huge riots in the streets (not reported in our news) as is Greece over the ‘austerity measures’ that place the sacrifice totally on the working class while the rich continue partying hearty. It’s the end of Western style unregulated capitalism and they will suck the marrow from our bones before they are done. Class warfare? You bet. Coming to every major industrialized country soon.
Patient is dying, but he cancer is saved instead…
At what point does it become clear that this type of thing doesn’t work?
http://my.firedoglake.com/papau/2011/09/24/greeces-e350-b-debt-triggers-eu-race-to-find-e2-t-before-eoy-expected-default/
Latest installment on this crisis they’ve created, and which they’ll use to further victimize the peoples of the world:
Meltdown fears for euro as G20 makes plans for Athens to default on debt
Finance Minister signals Greece may opt for 50 per cent writedown on bonds as top economist warns Spain and Italy could be forced out of single currency
Why would the bankers and oligarchs kill off the very things that make them rich? Are you not aware of of the “Surplus Value” theory of Marxism? It’s the working class that they exploit for profit. Without this exploitation the PTB has no wealth, whatsoever. Geeeshh. Some people never learn.
In that case, why don’t the bankers and oligarchs treat workers with great care, consideration and solicitude?
You might want to look further into what Marx wrote about class warfare.
It’s Blame the Victims time!
David Cameron denies riots linked to austerity measures
‘“I don’t think it was in any way linked to the economy,” he told ABC’s Christiane Amanpour. “These were not protests. They were not political arguments. They weren’t political demonstrations. It was, quite simply, looting. It was criminality.”’
Oh, believe me I have. Compared to the 19th century worker, by any measurement, I have greater wealth, command more real resources, live a longer life, have more “stuff” than the majority of 95% of the bourgeoisie of the century in which he lived and wrote. I’m in the 60-th percentile of income. Whom have I exploited or who has exploited me? I have 2 horseless carriages to zoom around in and can watch moving pictures in 3 different rooms in my lavish 2000-sq-ft mansion. Because of who I am, I have to keep a watch out every day for the pitchfork wielding masses. Not. I have never been exploited by any entity that I know of (except for this one girl, but that story is not pertinent.) I work for a large company whose profitability directly affects my income via wages, bonuses, and the stock I own in same company. (You see, I’m actually a part owner of the very organization that exploits me! /s) The thing is, they pay me *real* money. If I enhance their profitability, I get more money and recognition. They don’t exploit me at all because I can walk away to another job at any time. (There is almost always shortage of people with my skills.) So, from my perspective, what you say makes no sense to me. If I ever get tired of toiling in my specialty, I’ll go breed and raise emus. That’s the free choice I have at all times. BTW, emu tastes just like chicken.
Looking for a miracle, or a Big Fright.
Only ECB has power to ‘scare’ global stock markets, warns IMF
Brussels has until November’s G20 summit to work out how best to turn the €440bn bailout fund into €2tn war chest
‘”We need to find a mechanism where we can turn one euro in the EFSF into five, but there is no decision on how we could do that yet,” one senior European official said.”
An early nominee for Monday’s Wanker of the Day: Paul Sheehan.
Hedges talked about the “crisis of consumption and self-absorption” and other things earlier today, allan, if you’re interested.
Oh, wow.
“Gunfire was heard from a compound used by the US’s Central Intelligence Agency (CIA) in Kabul, Afghan officials said Sunday, although details of any deaths or injuries were unclear.
“Afghan interior ministry spokesman Siddiq Siddiqui said police had heard “a couple of minutes” of gunfire from inside the Ariana Hotel compound at around 9.15pm (1645 GMT) Saturday.”
The Fed is way involved again. Does this mean my new bridges in Ohio are going bye bye to Europe? Don’t remember voting to join the Eurozone or voting for the Euro. I still would like to travel to Europe with the dollar way higher than the Euro for once. Don’t want to give my new bridges, roads and schools to Europe bc their grand experiment did not work out. We aren’t as tied together as they try to tell us. The Swiss have been doing pretty well all the while and are discussing going back to the gold standard. America does not have to deplete herself more for Europe.
Thanks for the link. I’m currently having problems with Youtube,
but look forward to listening to what Hedges has to say.