domingo, 12 de julio de 2015

JUL 12 SIT EC y POL



JUL 12 SIT EC y POL

ZERO HEDGE

How Fascist Capitalism Functions: The Case Of Greece.   Authored by Eric Zeusse S- by Tyler Durden on 07/12/2015

There is democratic capitalism, and there is fascist capitalism. What we have today is fascist capitalism; and the following will explain how it works, using as an example the case of Greece. Simply out - The whole system is a money-funnel, from the public, to the aristocracy.

The independent economics-writer, Charles Hugh Smith — who was one of only 29 economists worldwide who predicted the 2008 crash in advance and who explained accurately how and why it was going to occur — has provided a more honest description of the sources of Greece’s depression:

1. Goldman Sachs conspired with [actually: were hired by] Greece’s corrupt kleptocracy to conjure up an illusion of solvency and fiscal prudence so Greece could join the Eurozone [despite Greek aristocrats’ massive tax-evasion, which created the original problem].

2. Vested interests and insiders gorged on the credit being offered by German and French [and other] banks, enriching themselves to the tune of tens of billions of euros, which were transferred to private accounts in Switzerland at the first whiff of trouble. When informed of this, Greek authorities took no action; after all, why track down your cronies and force them to pay taxes when tax evasion is the status quo for financial elites?

3. If Greece had defaulted in 2010 when its debt was around 110 billion euros, the losses would have fallen on the banks that had foolishly lent the money without proper due diligence or risk management. This is what should have happened in a market economy: those who foolishly lent extraordinary sums to poor credit risks take the resulting (and entirely predictable) losses.

The Greek Government currently owes 323 billion euros — almost three times as much. The debt rose 213 billion euros, during 5 years of IMF-imposed “austerity” — the Greek depression.

What even Smith fails to recognize is that this money was not ‘foolishly lent.’ (No more, for example, than the Wall Street banks that had tanked the U.S. economy but grew even larger by doing so, had ‘foolishly lent’ it.) The foreign lenders were deceived by lies from the Greek aristocrats’ agent, Goldman Sachs, but, even so, were ultimately able to sell their garbage to Eurozone taxpayers, not always at a loss as compared to what they had originally paid for those bonds; and the original owners of those bonds were receiving interest from those bonds, throughout. Even Smith has been somewhat duped by the aristocracy’s blame-the-victim basic message, that the people who walked off with this money were the Greek public — not Greek aristocrats.

Another well-informed economics-writer, Peter Schiff, likewise is suckered by that false message from aristocrats. He writes: “It's hard to feel sorry for the [Greek] people standing in lines at the ATMs when they knew this was coming every day for the last four years.” As if they necessarily did. But, even though some did, the accusation that those people are to blame is still off-base. Schiff, a libertarian, goes on to say: “When you borrow more than you can pay back and your creditors have cut you off there are no good options. Your life tomorrow is going to be worse than it is today; it is just a question of how you want to take the pain.” He’ too, implicitly cast blame at the public, not at the aristocrats, who actually have been bailed-out by the public.

In way of contrast, democratic capitalism is bailing out only the public, when times go bad, just like FDR did during the Great Depression, and like socialist countries (Norway, Sweden, Denmark, and Finland, being examples) still do. The aristocracy have managed to fool the public to equate aristocrats’ fascism with ‘capitalism,’ and to equate democracy with ‘socialism’ (meaning, to them and their suckers, communism, or even fascism itself), so that the public will falsely think that what we now have is ‘the free market’ — something that cannot even possibly exist, anywhere, because every economy (every market) is based upon laws that determine who owns what, and who owes what, and under what circumstances, in accord with what laws and economic regulations, all of it being subject to the police power of the State. This ‘free market’ is all a big aristocratic con. It’s just as big as the con that the present Greek government — which had promised, and whose voters a few days ago reaffirmed with a 61% to 39% vote for no more “austerity” — are now delivering, to their victims.

This is not democratic capitalism. It is not socialism. It is, instead, fascism. It is dictatorial capitalism. We have it in the United States. And it predominates also in the Eurozone.

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"Russia intends to support the revival of Greece's economy by broadening cooperation in the energy sector. Accordingly we are studying the possibility of organising direct deliveries of energy resources to Greece, starting shortly."
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Facing abject humiliation at the hands of the German finance ministry, Alexis Tsipras arrived at Sunday’s Eurosummit a broken man. Still, the PM did his best to fight the good fight, debating both the IMF's role in the third Greek program and the treatment of the country's debt with German Chancellor Merkel late Sunday evening in Brussels. 
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The one undeniable truth about the debt drama in Greece is that each of the conventional narratives - financial, political and historical - has some claim of legitimacy. These facts matter not only because contagion from Greek debt defaults may ripple in dangerous ways through the financial system, but because they are also true for many other members of the Eurozone. The Euro is a fatally-flawed monetary concept and what we now seeing playing out was eminently predictable from the start.
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The first targets of Tsipras purge of "party rebels opposed to an austerity package that will have to go through parliament within days" include the most prominent rebels, Energy Minister Panagiotis Lafazanis, leader of the so-called "Left Platform" within Syriza and Deputy Labour Minister Dimitris Stratoulis, a former unionist and a fierce opponent of pension cuts. The next scalp Tsipras would love to have is that of the "uncompromising speaker of parliament, Zoe Constantopoulou, who also defied Tsipras and abstained from the vote" although she would require a no confidence vote to be replaced "but the other rebels would be expected to resign their seats, the same people say."
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If you can't print money or slash expenses, you have to borrow more money. That's the template not just for Greece, but for many state and local governments in the U.S who share key characteristics with Greece: they have soaring pension, Medicaid and employee healthcare obligations, but their tax revenues are either stagnant or prone to boom and bust cycles--and the current boom cycle is now entering the inevitable bust phase, when tax revenues plummet but the obligations just keep piling up. The template of over-indebtedness as a response to soaring obligations is scale-invariant, and it always ends the same way: default, more financial tricks to mask the default, and eventually, insolvency, bankruptcy and massive losses being distributed to everyone foolish enough to choose financial trickery over dealing with reality back when the pain would have been bearable.
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This weekend's events in Europe have clarified who is really running the show across the 'union'. Hans-Werner Sinn, Chairman of the Ifo Institute for Economic Research, vehemnt euroskeptic, and head of the so-called 'five wise men' advising the German government and specifically Angela Merkel, confirmed his call from 2012 for a "temporary grexit from the euro." The right wing economist previously explained "Greece and Portugal have to become 30-40% less expensive to be competitive again. This is being attempted through excessive austerity measures within the euro zone, but it won't work. It will drive these countries to the brink of civil war before it succeeds. Temporary exits would very quickly stabilize these countries, create new jobs and free the population from the yoke of the euro." Anyone positioning for more centrist union-supporting rhetoric, hope is no longer a strategy as the hardest conservatives are now in charge.
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Former Goldmanite George Jabbour thinks Greece should take legal action against Goldman for the bank's role in helping the country hide its debt. We can only hope that if Greece does indeed decide to take Mr. Jabbour up on his offer to help clawback some of the half billion euros the bank reportedly pocketed from the deal, that the discovery process will help shed some light on whether the man now in charge of the ECB personally oversaw and endorsed the perpetuation of the Greek lie.  
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"In case no agreement could be reached, Greece should be offered swift negotiations on a time-out from the euro area with possible debt restructuring."
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After a day-long meeting of the Eurogroup, the European FinMins were unable to reach a conclusion on the third Greek bailout and instead once again punted the revised term sheet, this time with absolutely draconian terms, back to Tsipras, and told him he has until tomorrow to agree to the terms, and until Wednesday to pass them into law, for talks to even begin!
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It was a weekend in which, according to traders, Greece facing an "absolutely final" was going to be saved. Instead, it may go down in history as the weekend in which the Eurozone finally split and its long-overdue disintegration began.
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While there is "hope" in the unforgettable words of France's Moscovici, it is once again up to Greece to convince Europe it really wants to stay in the Union. According to Reuters, the Eurogroup is about to release a statement, whose draft it has seen, which will demand much more from the tiny country caught in a state of permanent depression. To wit: Greece will not be able to start negotiations on a third bailout until it makes changes to its sales tax and pension systems and strengthens the independence of its statistics office, a draft statement of euro zone finance ministers said on Sunday.
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EUROGROUP DRAFT ON DEMANDS FOR GREEK REFORMS

Sun Jul 12, 2015. Here the original leaked doct by Renee Maltezou and Alastair Macdonald published in Reuters


Euro zone finance ministers meeting in crisis talks in Brussels want Greece to commit to more measures to reform its economic system and government finances before they agree to negotiate a bailout loan.

Following is a partial draft Eurogroup statement, seen by Reuters. It was discussed by the ministers late on Saturday, before they resumed talks on Sunday.
Euro zone sources said it was likely to be amended but formed a basis for further discussion on Sunday. Sources also said ministers had pressed Greece to take other measures, including passing early legislation increasing value-added tax and making the national statistics agency independent:

"The Eurogroup takes note of the request by the Greek authorities for a three-year ESM stability support and the accompanying list of policy commitments, including a comprehensive list of prior action. The Eurogroup reiterates the need for continued full involvement of the IMF.
The Eurogroup welcomes the assessment by the institutions that the list of policy commitments of the Greek authorities represents a basis to start the negotiations on a new program. The Eurogroup also agrees with the institutions that the package needs to be significantly strengthened and broadened in order to provide for appropriate conditionality for a possible three-year ESM program. The Eurogroup thus welcomes the additional following commitments of the Greek authorities on the basis of a clear timetable:
- fully comply with the medium-term primary surplus target of 3.5 percent of GDP by 2018, according to a yearly schedule to be agreed with the institutions;
- carry out ambitious pension reforms and specific policies to fully compensate for the fiscal impact of the Constitutional Court ruling on the 2012 pension reform and to implement the zero deficit clause;
- adopt more ambitious product market reforms with a clear timetable for implementation of all OECD toolkit I recommendations, including Sunday trade, sales periods, over-the-counter pharmaceutical products, pharmacy ownership, milk, bakeries. On the follow-up of the OECD toolkit II, manufacturing needs to be included in the prior action;
- on energy markets, the privatization of the electricity transmission network operator (ADMIE) must proceed, unless replacement measures can be found that have equivalent effect, as agreed by the institutions;
- on labor markets, undertake rigorous reviews of collective bargaining, industrial action and collective dismissals in line with the timetable and the approach suggested by the institutions. Any changes should be based on international and European best practices, and should not involve a return to past policy settings which are not compatible with the goals of promoting sustainable and inclusive growth;
- fully implement the relevant provisions of the Treaty on Stability, Coordination and Governance in the Economic and Monetary Union, in particular to make the Fiscal Council fully operational;
- adopt the necessary steps to strengthen the financial sector, including decisive action on non-performing loans, transposition of BRRD and measures to strengthen governance of the HFSF and the banks;
- develop a significantly scaled up privatization program with improved governance. A working group with the institutions shall provide proposals for better implementation mechanisms;
- amend or compensate for legislation adopted during 2015 which have not been agreed with the institutions and run counter to the program commitments;
- implement the key remaining elements from the December 2014 state of play of the fifth review of the second economic adjustment program."
(Reporting by Renee Maltezou and Alastair Macdonald)

NOTES added by Zero Hedge:
All of which, of course, assumes that Europe wants to keep Greece in the Eurozone. Which is a very aggressive assumption if, indeed, as Dow Jones reports the Draft also includes the "Temporary Grexit" clause at Germany's request.
So if we had to summarize the current state of play: Germany and 5 other "northern" states want Greece out, but they generously offer Greece the opportunity to push the "Grexit" button itself (especially since it is only "temporary"). Unless, of course, Greece is willing to cede all of its sovereignty to Germany in which case it can generously stay. Oh, and please remit all Greek left kidneys as part of the deal.
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LATEST EURONEWS  at 11pm East time




Eurozone leaders have argued late into the night with near bankrupt Greece at an emergency summit in Brussels.

They are trying to thrash out a deal that will open talks on a financial rescue to keep the county in the euro zone.

Leftist Prime Minister Alexis Tsipras has been told to push legislation through parliament to convince his 18 partners in the euro zone to release immediate funds of 19 billion euros to avert a state bankruptcy and start negotiations on a third bailout programme estimated at up to 86 billion euros. 

At one point an option enabling Greece to leave the eurozone temporarily if a bailout is not agreed was being put forward by Germany, Greece’s biggest creditor.

Our reporter Sandor Zsiros,who is in Brussels says: “According to leaked information the German proposal of a temporary Grexit is now off the table. However the creditors may well ask for more privatisation and more reforms in return.” 

Any deal – if one is reached – will have to be ratified by Greece’s parliament within days.
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BBC

Greece debt crisis: Leaders try to thrash out deal

Eurozone leaders have talked through the night in Brussels in a bid to agree terms for a new bailout for Greece

Without a new bailout, Greece's banks face collapse and the country could exit the euro.

Eurozone finance ministers submitted a list of measures to the leaders following two days of fraught discussions. But one Greek government official called the proposals "very bad"

Another unnamed official said some of the proposals appeared designed to "humiliate" the Greek Prime Minister Alexis Tsipras and his left-wing Syriza government.

The summit was paused for several hours overnight to allow talks between Mr Tsipras, German Chancellor Angela Merkel, French President Francois Hollande and European Council President Donald Tusk.

Early on Monday, Mr Tusk's spokesman announced the summit was reconvening to discuss a "compromise proposal".

The four-page document of draft proposals put forward by eurozone finance ministers include:

  • Reforms set out by Greece to be ratified by parliament by Wednesday, 15 July
  • "Ambitious" reforms to pensions and labour markets
  • International creditors to work on the ground in Athens and have full oversight of draft legislation
  • Possible transfer of €50bn in "valuable" Greek assets to external fund for eventual privatisation
  • Possible talks on "swift negotiations on a time-out from the euro area, with possible debt restructuring" if a bailout is not agreed

However, one senior EU official said there was no chance of "time-out" proposal surviving in any final document to be approved by eurozone leaders. Another official said there was no provision and therefore no legal basis for such an arrangement in the EU treaties.

Reports also emerged that Greece was holding out over the proposed role of the IMF in the new programme and over the independent fund to hold Greek assets.
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Tough choices for Greece - by Paul Kirby, BBC News website Europe editor

There may only be four pages, but if this draft document is agreed, it would be an extremely difficult pill for Greeks to swallow.

For Alexis Tsipras and his left-wing Syriza-led administration, some of the ideas would be little short of humiliation.

Even if Greek MPs pass sweeping reforms by Wednesday, the government would have to allow international creditors full monitoring of its work in Athens and agreement of draft laws in advance. 

Syriza came to power promising an end to such oversight.

Another possible step is to "amend or compensate" for any laws Syriza pushed through that ran counter to what was agreed with the eurozone in February
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Greek official calls deal terms 'very bad'. Mon Jul 13, 2015 A Greek government official says the deal terms offered by Greece’s European creditors have been “very bad” and humiliating.
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US Gen. remark on Russia ‘irresponsible’  Sun Jul 12, 2015 The statement made by US Chief of Staff General Ray Odierno, who warned Russia not to create a crisis, is “irresponsible.”
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