November 15, 2024

Pierre Moscovici, Finance Minister Under Fire

“France has too much debt,” Mr. Moscovici said bluntly in an interview. “We must reduce deficits to keep our sovereignty and our credibility.”

He is attacked from the right for not being firm enough in cutting public spending and for not digging hard enough to uncover the tax fraud of the disgraced former budget minister, Jérôme Cahuzac. He is attacked from the left for being too moderate, too pragmatic and too willing to cut public spending in a period of stagnation. In other words, for being insufficiently socialist.

Mr. Moscovici, 55, rejects both sets of criticism, but as the man in charge of the economy he is clearly an easy target for political sniping and ideological anger. Asked why the French are so angry and depressed, he said: “As I sometimes say, I’m not a psychoanalyst; my mother is.”

The president he serves, François Hollande, is the first Socialist president in 18 years, elected in May on promises of economic growth and job creation. But Mr. Hollande is already the most unpopular president in the Fifth Republic, and a main reason is the parlous state of the economy that Mr. Moscovici oversees.

Growth is almost nil, and unemployment is at record levels, with the number of people looking for work higher now than at any time in France’s postwar history; youth unemployment is at 24.4 percent, with 80 percent of new jobs actually temporary contracts.

At the same time, France is committed to budget deficit targets as a member of the euro zone, and even if the targets are stretched, Mr. Hollande and Mr. Moscovici know they may have to make significant cuts in spending to remain credible with European partners and the markets. In the ambiguous land between “no austerity” and spending cuts, there is much room for metaphor and euphemism.

Even as France is asking Brussels and main partner Germany for more time and space to meet its commitments, Mr. Moscovici likes to talk of a “serious budget” and “structural reforms.” He speaks of the political risks of austerity and the need for politicians to gauge the tolerance of their voters, their political allies — and, in France’s case, its small but powerful unions.

The argument against austerity, pressed by Mr. Hollande with the support of the troubled southern rim of the euro zone, is gaining ground, especially as Germany faces an election and Chancellor Angela Merkel’s conservatives face a renewed challenge from the Social Democratic Party. Even Wolfgang Schäuble, the German finance minister and one of austerity’s leading champions, speaks with understanding of the French dilemma.

“Of course, France must continue on the path of structural reforms,” he said on Thursday. “You cannot make changes overnight — that must happen step by step, then it will be credible. Then you can indeed be flexible on the question of in what year you have a deficit.”

Of course the centrality of France to the euro zone means that it will always get more leeway than a smaller country — especially given its overall strengths in demography, infrastructure and innovation. As Mr. Moscovici is fond of pointing out, France is the world’s fifth-largest economy and ranks fourth in attracting foreign investment. While it has problems with labor costs and declining competitiveness, “we are not the sick man of Europe,” he said angrily, accusing much of the Anglo-Saxon and German press of “French-bashing.”

Mr. Moscovici also can get annoyed when discussing the “neoliberalism” and “orthodoxy” of the technocrats of the European Commission, which sets the rules. At one point, when discussing the demands of Eurocrats to keep the annual budget deficit at or below 3 percent of gross domestic product, Mr. Moscovici burst out and said: “There is a mainstream view in the European Commission that is neoliberal, or orthodox. But I’m a socialist, a social democrat!” In France, he said, “we have elections, we have political choices, and we are defending our own way.”

Article source: http://www.nytimes.com/2013/04/30/world/europe/pierre-moscovici-finance-minister-under-fire.html?partner=rss&emc=rss

Britain Isolated as European Colleagues Support Bonus Caps

The rules, which would apply to bankers working in the 27-nation bloc and those working for E.U.-based banks worldwide, are an acute concern for the Britain’s chancellor of the Exchequer, George Osborne, who is seeking to keep London, Europe’s main financial hub, competitive with other centers of finance like New York, Singapore and Hong Kong.

But finance ministers arriving at a monthly meeting in Brussels suggested that there was little scope to assuage Mr. Osborne.

“The British authorities have problems with the banker bonus issue,” but “now there is very little further we can do for them,” said Michael Noonan, the finance minister of Ireland.

Ireland holds the rotating presidency of the Union and helped to broker talks last week with legislators on the draft law. “We pushed the negotiations to quite a degree and we got the best possible compromise,” Mr. Noonan said.

Jeroen Dijsselbloem, the Dutch finance minister, said Tuesday his country was aiming to impose even tighter rules than those under discussion at the European level and that the measures were politically important.

“I think the banking sector needs to be in a strong relation with the real economy, and with real people, and real people are very worried about the way things are running in the financial sector,” said Mr. Dijsselbloem, who also is the president of the Eurogroup of finance ministers from countries using the single currency.

Pierre Moscovici, the French finance minister, said late Monday that his country was opposed to any modifications to accommodate Britain. “I don’t think at all that it’s necessary to adapt the arrangement that’s on the table today to try and keep this or that country on board,” Mr. Moscovici said during a news conference.

The bonus legislation cleared an important hurdle last week when representatives of E.U. governments and the European Parliament agreed that the coveted bonuses many bankers receive would be capped at no more than their annual salaries, starting next year. Only if a bank’s shareholders approved could a bonus be higher — and even then it would be limited to no more than double the salary.

The rules are drafted so that a banker working in New York for a British bank like Barclays would be subject to the rules, as would a banker in London working for a U.S. bank like Citigroup.

Britain does not wield a veto because the legislation is expected to pass as long as a majority of member states approve. The E.U. finance minsters could decide on Tuesday to give the rules their political approval. But Britain may still have additional weeks, or even months, to press for concessions because important details still need to be nailed down.

“There’s room for technical amendments to be put in place,” Mr. Noonan, the Irish finance minister, said. “We’ll leave scope for that.”

Yet Mr. Osborne faces a dilemma over how strongly to argue for changes.

He faces acute pressure from members of Britain’s ruling Conservative party who favor taking a tough line against European rules that dent British interests. The party faces a growing challenge from the UK Independence Party, which wants to pull Britain out of the Union.

But supporting high pay for bankers is politically toxic among the significant sections of the British electorate who resent the outsized remuneration. Many voters also resent the banking industry for receiving a series of giant bailouts paid for by taxpayers.

Mr. Osborne also may rein in his criticism because the rules are part of a legislative package that includes something his government favors: tougher rules about how much capital European banks most hold in reserve to protect against losses.

“I hear he’s worried,” said Mr. Dijsselbloem, the Dutch finance minister, on Tuesday morning, referring to Mr. Osborne. “We’ll see how it goes today.”

Article source: http://www.nytimes.com/2013/03/06/business/global/britain-isolated-as-european-colleagues-support-bonus-caps.html?partner=rss&emc=rss

Greece Announces Terms of Bond Buyback to Slash Debt

While the buyback had been expected, the prices offered by the government were above what the market had forecast, with a minimum price of 30 cents on the euro and a maximum level of 40 cents, for a discount of 60 to 70 percent.

Analysts expect that the average price will ultimately be 32 to 34 cents on the euro, which would represent a premium of 4 cents above the level where the bonds traded at the end of last week.

Pierre Moscovici, the French finance minister, played down concerns that the Greek debt buyback might not go as planned. “I have no particular anxiety about this,” Mr. Moscovici said Monday at the European Parliament ahead of the meeting of euro zone finance ministers to discuss Greece in Brussels. “It just has to be very quick.”

A successful buyback is critical for Greece. The International Monetary Fund has said that it will lend more money to Greece only if it is reasonably able to show that it is on target to achieve a ratio of debt to annual gross domestic product of less than 110 percent by 2022.

Greece will have at its disposal €10 billion, or $13 billion, in borrowed money from Europe. Investors who agree to trade in their Greek bonds will receive six-month treasury bills issued by Europe’s rescue vehicle, the European Financial Stability Facility. The offer will close Friday.

If successful, the exchange would retire about half of Greece’s €62 billion in debt owed to the private sector. The country still owes about €200 billion to European governments and the I.M.F.

Analysts believe that as much as €20 billion worth of bonds held by Greek, Cypriot and other government-controlled European banks will agree to the deal at a price in the low 30s. That would mean that in order to complete the transaction, hedge-fund holdings of €8 billion to €10 billion in bonds would have to be tendered at a price below 35 cents. Any higher price paid on the bonds would mean that Greece would have to ask its European creditors for extra money — an unlikely outcome at this stage.

Perhaps oddly, for a country that is so close to bankruptcy, Greek bonds have become one of the hot investments in Europe. Large hedge funds, like Third Point and Brevan Howard, have accumulated significant stakes starting when the bonds were trading in the low teens this summer. Shorter-term traders have been snapping up bonds at around 29 cents in order to make a quick profit by participating in the buyback.

In a research note published Monday, analysts at Nomura in London said it was “reasonable and likely” that enough hedge fund investors — especially those who might be more risk-averse and have a shorter perspective — would agree to the deal at a price below 35 cents.

But there are also a number of foreign investors looking to the longer term who may decide to hold onto a major proportion of their holdings in the hope that the bonds will rally even more after a successful buyback.

“I think the bonds could go to as high as 40 cents in a non-exit scenario,” said Gabriel Sterne, an analyst at Exotix in London, referring to the now widely accepted consensus view that Greece will not leave the euro zone anytime soon.

Comments by Chancellor Angela Merkel reported in the German news media over the weekend raising the possibility that European governments might offer Greece debt relief in future years have also encouraged bondholders, a number of whom expect Greek bond yields to trade more in line with those of Portugal in the coming years. But the risk to such an approach is substantial. No longer will there be the prospect of a buyback to push up the prices of Greek government bonds.

Spain, which is also seeking to overcome crippling debt problems, began the process Monday of formally requesting €39.5 billion in emergency aid to recapitalize its banks. It also announced that a tax amnesty had yielded only €1.2 billion, less than half what the government had expected.

The request for emergency aid was being sent to the authorities managing the euro-zone bailout funds, according to Spanish officials, who added that no further approval would be needed from ministers meeting in Brussels.

Article source: http://www.nytimes.com/2012/12/04/business/global/greece-announces-terms-of-13-billion-bond-buyback-to-slash-debt.html?partner=rss&emc=rss