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> On Apr 20, 2015, at 11:47 AM, raghu <[email protected]> wrote:
> 
> Krugman seems pessimistic on Greece. He may be right. The Eurocrats' behavior 
> towards Syriza suggests that they are preparing a Lehman moment with Greece: 
> make a harsh example of them, but then execute an aggressive and generous 
> bailout for Spain and the others.
> 
> http://www.nytimes.com/2015/04/20/opinion/paul-krugman-greece-on-the-brink.html
> ----------------------snip
> It has been an endless nightmare, yet Greece’s political establishment, 
> determined to stay within Europe and fearing the consequences of default and 
> exit from the euro, stayed with the program year after year. Finally, the 
> Greek public could take no more. As creditors demanded yet more austerity — 
> on a scale that might well have pushed the economy down by another 8 percent 
> and driven unemployment to 30 percent — the nation voted in Syriza, a 
> genuinely left-wing (as opposed to center-left) coalition, which has vowed to 
> change the nation’s course. Can Greek exit from the euro be avoided?
> 
> Yes, it can. The irony of Syriza’s victory is that it came just at the point 
> when a workable compromise should be possible.
> 
> The key point is that exiting the euro would be extremely costly and 
> disruptive in Greece, and would pose huge political and financial risks for 
> the rest of Europe. It’s therefore something to be avoided if there’s a 
> halfway decent alternative. And there is, or should be.
> 
> By late 2014 Greece had managed to eke out a small “primary” budget surplus, 
> with tax receipts exceeding spending, excluding interest payments. That’s all 
> that creditors can reasonably demand, since you can’t keep squeezing blood 
> from a stone. Meanwhile, all those wage cuts have made Greece competitive on 
> world markets — or would make it competitive if some stability can be 
> restored.
> 
> The shape of a deal is therefore clear: basically, a standstill on further 
> austerity, with Greece agreeing to make significant but not ever-growing 
> payments to its creditors. Such a deal would set the stage for economic 
> recovery, perhaps slow at the start, but finally offering some hope.But right 
> now that deal doesn’t seem to be coming together. Maybe it’s true, as the 
> creditors say, that the new Greek government is hard to deal with. But what 
> do you expect when parties that have no previous experience in governing take 
> over from a discredited establishment? More important, the creditors are 
> demanding things — big cuts in pensions and public employment — that a newly 
> elected government of the left simply can’t agree to, as opposed to reforms 
> like an improvement in tax enforcement that it can. And the Greeks, as I 
> suggested, are all too ready to see these demands as part of an effort either 
> to bring down their government or to make their country into an example of 
> what will happen to other debtor countries if they balk at harsh austerity.
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