Sunday, January 11, 2015

Outlook for global economy in 2015 is 'not bad'; 'Europe's economic madness cannot continue'; Quarrelsome French unite to protect nation's values

1 Outlook for global economy in 2015 is ‘not bad’ (Andrew Walker on BBC) The outlook that emerges for the world economy from many forecasts is perhaps best described as "not bad", though inevitably there are risks, some of them quite substantial. The International Monetary Fund predicts global growth this year of 3.8% compared with 3.3% in 2014. That is not boom-time, though it would be the fastest growth since 2011.

There is often a "but" that comes with comes with an economic forecast, and this time there are quite a few. One of them is a development which might actually be a boost for most of the world. It's the price of crude oil which has fallen by nearly half from the high it reached in June. For most countries it means consumers have more to spend on other things and it reduces business costs.

The main source of strength expected by most forecasters is the US. The IMF reckons economic growth there is likely to be almost a full percentage point faster than 2013. The continued recovery in the US means the country's central bank, the Federal Reserve will probably raise its main interest rate, which has been close to zero for six years.

Higher interest rates would make American markets more attractive to investors, so funds could be pulled out of other countries especially emerging markets. The danger is that it might happen in a disruptive way that leads to sharp currency declines, higher inflation and rising borrowing costs for governments and business in developing countries.

China is another important factor. The country's economic slowdown is likely to continue: that is almost universally seen as inevitable sooner or later. Jan Hatzius, chief economist at the investment bank Goldman Sachs expects "several years of declining growth rates" for China. And now there is new uncertainty about the eurozone as Greece prepares for an early election.


2 ‘Europe’s economic madness cannot continue’ (Joseph Stiglitz in The Guardian) Yes, America mismanaged its economy; but, no, the US did not somehow manage to impose the brunt of the global fallout on Europe. The EU’s malaise is self-inflicted, owing to an unprecedented succession of bad economic decisions, beginning with the creation of the euro. Though intended to unite Europe, in the end the euro has divided it; and, in the absence of the political will to create the institutions that would enable a single currency to work, the damage is not being undone.

The current mess stems partly from adherence to a long-discredited belief in well-functioning markets without imperfections of information and competition. What Europe needs more than structural reform within member countries is reform of the structure of the eurozone itself, and a reversal of austerity policies, which have failed time and again to reignite economic growth.

Those who thought that the euro could not survive have been repeatedly proven wrong. But the critics have been right about one thing: unless the structure of the eurozone is reformed, and austerity reversed, Europe will not recover. But the euro took away from citizens any say over their economic destiny.

But for how long can this continue? And how will voters react? Throughout Europe, we have seen the alarming growth of extreme nationalist parties, running counter to the Enlightenment values that have made Europe so successful. In some places, large separatist movements are rising.

If Europe does not change its ways – if it does not reform the eurozone and repeal austerity – a popular backlash will become inevitable. Greece may stay the course this time. But this economic madness cannot continue forever. Democracy will not permit it. But how much more pain will Europe have to endure before reason is restored?


3 Quarrelsome French unite to protect nation’s values (San Francisco Chronicle) The often quarrelsome French who make it a point of honor to shout their differences, for a parking spot or a high-minded idea, joined in a single cry of "Charlie" at Sunday's unity march, the largest demonstration in Paris since France started keeping track.

This time it was for democratic values that include the right to freedom of expression. These are values that the terror attacks by three French citizens, all Islamist radicals, sought to undermine, it is widely agreed — and force the nation that gave birth to the Enlightenment to go dark.

"Je suis Charlie or "We are Charlie" or simply "Charlie" was the overriding slogan of the march, a phrase the world has taken up since the Jan. 7 newsroom massacre in the offices of the irreverent, satiric weekly Charlie Hebdo. France lost some of its top cartoonists.

The last demonstration of such breadth that I covered was the joining of the political right and left to ensure that far-right leader Jean-Marie Le Pen wouldn't become France's new president. That was in 2002 when Le Pen reached the final round of voting and was facing off against conservative incumbent Jacques Chirac. Such a joining of rightist and leftist forces for a march from the Place de la Bastille was a spectacular political event. Chirac won 82 percent of the vote.

Charlie Hebdo (whose name is a wink at former President Charles de Gaulle) has had several lives, and will resurrect itself on Wednesday as a special ‘Newspaper of Survivors.’ "If we show fear, they win," demonstrator Thebault said of the terrorists. He added, "We're not going to understand each other by making war."

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