November 15, 2024

Bank Deposits at European Central Bank Reach High for Year

FRANKFURT — Banks from the 17 European Union countries that use the euro stashed 347 billion euros overnight with the European Central Bank on Thursday, in another sign that the Continent’s debt crisis is still putting pressure on the banking system despite central bank support.

The figure announced Friday, equivalent to $453 billion, is the highest for 2011, topping 346.4 billion euros earlier this month.

It is a sign of mistrust in the interbank lending market where banks raise operating funds, suggesting they are depositing money with the central bank at low interest rates because they are afraid to lend it to other banks — for fear they won’t get paid back.

Europe is suffering from a debt crisis marked by concerns that heavily indebted governments, like Italy, may be unable to pay off their bonds. That means trouble for banks because they typically hold government bonds.

The large deposits come despite Wednesday’s big central bank credit operation, in which the European Central Bank let banks borrow as much as they wanted for up to three years. As a result 523 banks took 489 billion euros, the largest package of loans from the central bank in the 13-year history of the euro.

The European Central Bank has stepped up lending to banks to help them get through the crisis. Some of the banks are finding it extremely difficult to raise money elsewhere, so the bank steps in as lender of last resort, a typical role for central banks in times of turmoil.

The bank has refused to play the same role for governments by buying large amounts of their bonds, saying they must get their debts under control through their own efforts and not wait for a central bank rescue.

Italian 10-year bond yields remained elevated Friday at 6.90 percent, another sign that the markets remain fearful of a default by the euro zone’s third-largest economy. Before the crisis spread to Italy, it was able to borrow at under 4 percent as recently as October 2010.

European governments are trying to win back the confidence of bond market investors by reducing deficits, a difficult job in a slowing economy. The Italian prime minister, Mario Monti, won approval Thursday from the Italian Senate for 30 billion euros in additional cutbacks and revenue increases.

Greece is working on a deal to cut its debt by making bondholders accept a bond exchange that would mean a 50 percent reduction in the value of their investments. The bondholders could accept that instead of the larger losses that would come from a disorderly default not agreed in advance.

A top policy maker with the European Central Bank said in an interview published Friday that the bank could use its power to create new money to buy financial assets if a deteriorating economy threatens the euro zone with deflation.

The official, Lorenzo Bini Smaghi, who is leaving office next week, was quoted by The Financial Times as saying he saw “no reason” why the bank could not use the technique, called quantitative easing by economists. Both the United States Federal Reserve and the Bank of England have used it after lowering interest rates to record low levels and finding that their economies still needed more stimulus.

The central bank’s mandate is to provide price stability, so fighting deflation could be consistent with that. At the moment, however, inflation is running at 3 percent, well above the bank’s goal of just under 2 percent.

Article source: http://feeds.nytimes.com/click.phdo?i=238b2c663408d15aff6eab4591cdcf74

European Central Bank Resists Calls to Act in Debt Crisis

José Luis Rodríguez Zapatero, Spain’s prime minister, on Thursday became the latest leader to demand that the bank find a solution to the euro crisis, saying that “this is what we transferred power for” and that it had to be a bank “that defends the common policy and its countries.”

Mr. Zapatero made his unusually blunt statements on a day when markets sagged further and contagion continued its seemingly inexorable spread from the small economies on Europe’s periphery to Italy, Spain and even France at the core. Spain was forced Thursday to pay nearly 7 percent on an issue of 10-year debt, the highest since 1997, while investors demanded the largest premium for buying French as opposed to German debt in the decade-long history of the euro.

Only the fiercely conservative stewards of the European Central Bank have the firepower to intervene aggressively in the markets with essentially unlimited resources. But the bank itself, and its most important member state, Germany, have steadfastly resisted letting it take up the mantle of lender of last resort.

European politicians and analysts say that unbending stance now threatens the survival of the euro and the broader integration of Europe itself.

“There is no solution to the crisis without the E.C.B.,” said Charles Wyplosz, a professor at the Graduate Institute in Geneva and co-author of a standard textbook on European integration. “The amounts we are talking about are too big for anybody but the E.C.B.”

At issue is whether the bank has the will — or the legal foundation — to become a European version of the Federal Reserve in the United States, with a license to print money in whatever quantity it considers necessary to ensure the smooth functioning of markets and, if needed, to essentially bail out countries that are members of the euro zone.

Traditionally, and according to its charter, the European bank has viewed its role in much narrower terms, as a guardian of the value of the euro with a mission to prevent inflation. But as market unease has spread over the past two years, critics say the bank’s obsession with what they say is a phantom threat of inflation has stifled growth and helped bring the euro zone to the edge of a financial precipice.

With events threatening to spin out of control, the burden now rests on Mario Draghi, an inflation fighter in the job barely two weeks who surprised many economists by immediately cutting interest rates a quarter point.

“Everything until now is just a prelude. This is where it gets serious,” said Peter Zeihan, vice president of analysis at Stratfor, a geopolitical research center. “This is not purely economics. This is about Germany’s position in Europe and whether they control the institutions or not.”

Angela Merkel, Germany’s chancellor, and President Nicolas Sarkozy of France held a conference call on Thursday with Italy’s newly sworn-in prime minister, Mario Monti, to discuss how Italy could win back the confidence of markets, Mrs. Merkel’s office said in a statement. German policy makers believe the crisis is serving a purpose, keeping pressure on free-spending governments and forcing them to reform. Any rescue by the European Central Bank, they say, would only delay the inevitable reckoning.

Unlike the Federal Reserve, which has a mandate to promote employment as well as to fight inflation, the European Central Bank is charged first and foremost with maintaining price stability. In addition, the bank is specifically prohibited from financing the governments of euro area members.

So far, the bank’s bond interventions have been modest by central bank standards — $252 billion so far, compared with more than $2 trillion purchased by the Federal Reserve in recent years. The European bank does not disclose details of its purchases, but it has been active lately, and traders said it bought Spanish and Italian bonds on Thursday in small amounts, Reuters reported.

Jack Ewing reported from Frankfurt, and Nicholas Kulish from Berlin. Steven Erlanger contributed reporting from Brussels, and Raphael Minder from Madrid.

Article source: http://www.nytimes.com/2011/11/18/world/europe/european-central-bank-resists-calls-to-act-in-debt-crisis.html?partner=rss&emc=rss