2013-04-16 10:05:26 +02:00

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8177568
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# ECB bows to German veto on mass bond purchases
## The European Central Bank has rebuffed calls for mass purchases of
southern European bonds, despite growing pressure from Spain and Italy for
dramatic action to buttress monetary union.
![Jean-Claude Trichet, president of the European Central Bank, pauses at the
news conference at the ECB headquarters in Frankfurt, Germany,][1]
Jean-Claude Trichet, the ECB's president, said emergency lending support for
eurozone banks would be extended until at least April next year
[![Ambrose Evans-Pritchard][2]][3]
By [Ambrose Evans-Pritchard][4], International Business Editor 7:15PM GMT 02
Dec 2010
[Comments][5]
Jean-Claude Trichet, the ECB's president, said emergency lending support for
eurozone banks would be extended until at least April next year, citing "acute
tensions" in the market.
The delay removes the risk that Frankurt might soon pull away the prop holding
up the Irish and Greek banking systems, as well as the Spanish cajas - or
savings banks - and the sovereign states behind them. Traders say the ECB
intervened directly in the weakest bond markets on Thursday to drive down
yields and calm nerves.
However, Mr Trichet said there had been no decision to step up purchases of
peripheral bonds to a whole new level - the so-called "nuclear option" -
despite the potentially dangerous rise in Spanish, Italian, Belgian and even
French yields over the past three weeks.
Some credit market analysts had speculated that the ECB might launch a blitz
of €1 trillion to €2 trillion of debt purchases, but this was never likely at
this stage. Such action is anathema to Germany.
Rainer Bruderle, the German economy minister, spelled out Berlin's objections
on Thursday just hours before the ECB meeting, insisting that "the permanent
printing of money is not a solution".
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A chorus of influential voices in Germany has warned that any attempt by the
ECB to prop up Club Med with loose money would be a grave error, undermining
German political support for monetary union.
"It would be fatal if the ECB was to squander its credibility," said Klaus
Zimmerman, head of the DIW German Economic Research Institute. He said the
bank is the last bastion of credibility after the serial breach of EU fiscal
and debt rules.
"Broader purchases of the distressed eurozone debt would calm speculation for
a short time, but would just invite risk-taking by investors in general," he
said.
Thomas Mayer from Deutsche Bank said that if the ECB is put in a position of
having to buy up to €2 trillion of debt to support Spain and Italy, it will
cross a ruinous line. "If the ECB is thrown into the fire, who knows what will
happen," he said.
Separately, key figures from the major parties on the Bundestag's finance
committee renewed calls for debt restructuring for Greece, Ireland and
Portugal, with "haircuts" for creditors.
Lothar Binding from the Social Democrats said it was becoming "very difficult"
to keep explaining to taxpayers why they should provide fresh money to these
countries at a time of welfare cuts at home. He warned that the chasm between
Europe's northern and southern nations had grown impossibly wide and that
sooner or later the common currency might have to split in two.
Julian Callow from Barclays said the ECB is caught between irreconcilable
pressures from Germany and Europe's high-debt states. "The ECB has to be very
careful. The more bonds it buys from the eurozone periphery, the more clearly
they are circumventing the EU's 'no bail-out' clause. This is unconstitutional
in Germany, which is why the EU had to come up with the complicated
arrangement of a bail-out fund working with the IMF," he said.
The ECB is already facing a complaint at the German constitutional court over
the €67bn of Greek, Irish and Portuguese bonds that it has bought so far. A
ruling is expected in February.
Mr Callow said EU leaders need to think in entirely different terms, using the
European Investment Bank to launch a "New Deal" of infrastructure and
investment projects in stricken states. There is no treaty law against this,
and it would help pull them out of debt-deflation traps and a self-defeating
cycle of austerity that erodes their ability to grow back to health.
What is at stake politically for Germany is whether the ECB will remain
faithful to the legacy of the Bundesbank. The German nation gave up its
Deutschmark and agreed to share its admired monetary regime under an unspoken
but sacred contract that the euro would never lead to disorder or inflation.
To breach this contract is to risk a powerful German backlash.
Yet those closer to southern Europe's frightening funding crisis are afraid
that matters will go from bad to worse very quickly unless the ECB pulls out
all the stops, despite the market rally on Thursday.
"The ECB must launch a massive purchase of eurozone debt without delay," said
Professor Simon Sosvilla from Madrid's Complutense University. He will have to
wait a few weeks yet.
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