Re: (Fwd) Soren on the IMF’s demise

On Apr 16, 2007, at 4:50 PM, Patrick Bond wrote:

After the two South American countries, who happened to be the IMF=92s largest borrowers, set the example, others followed. Serbia, =

Indonesia, Uruguay, and the Philippines made similar announcements. With the addition of Indonesia to the list, three of the four largest =

debtors to the IMF had liberated themselves. The fourth, Turkey, is reportedly considering taking the same step before the end of 2007. With all =

these early repayments, and the gathering certainty that virtually no =93middle-income countries=94 would be giving the IMF more business, it =

soon appeared that the IMF might face a crisis of solvency. Indeed, the institution is expected to post its first loss in decades=96about $100 million=96this year.

Either that, or we’ve gone too long without a financial crisis. I say =

that not out of love for the IMF, of which I have none, but because =

the financial markets have gotten so complacent about risk that no =

one thinks twice about pouring money into what, in more normal times, =

would be regarded as a potentially treacherous place. Junk bonds, =

“emerging markets,” and, until just a little while ago, subprime =

mortgages - all have had no trouble pulling in the cash. We haven’t =

had a major bust-up since the dot.com debacle almost seven years ago =

(though the subprime thing is starting to look that way). And no =

international crisis since, what?, Russia nine or ten years ago.

Doug

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