On Thu, Jul 16, 2015 at 3:10 PM, Louis Proyect <[email protected]> wrote:

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> http://www.nytimes.com/2015/07/17/world/europe/eurozone-greece-debt-germany.html


I know when you forward this, you are being sardonic about those favoring a
Grexit. But I think it is worth pointing out the trap here. If I had not
been following the Greek crisis closely, it would not have been obvious to
me.

Everyone on the Greek side who talks of a "friendly" or "orderly" exist
from the Euro comes around sooner or later to the idea of a peg during the
transition period - where for a fixed length of time the EU maintains an
exchange rate of .8 drachman per euro or whatever. Implicit in this kind of
peg is a limit on the number of drachma that can be issue during that
period, cause  no one is going to grant a guaranteed peg for unlimited
number of drachma.

And - right back as an ingredient in soup again. To gain that peg, Greece
would of course be asked to agree to "reforms". Further, the limit on the
number of drachma they were allowed to be issued also be a matter of
negotiation.  So in a "friendly" Grexit, Greece is right back to
negotiating with EU with no leverage. That is why nobody, not even the
ministers favoring exit from the euro, grabbed at S's deal. No reason to
restart negotiations from scratch with the exact same balance of forces as
before.  To manage a Grexit, you would need extensive planning, figuring
out how to put together a subsdience economy for a few years - which would
include finding sources to advance things like insulin that Greece can't
produce for a few years. And of course the trap there is that as soon as
the planning gets serious, meaning  hundreds of people are involved, the EU
kicks Greece out without having time for the planning that is barely begun.

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