Wednesday 17 March 2004

KOLO SRECE SE OKRECE

Nemam pojma tko je i sto je i da li se covjek malo zafrkava ili igra nekog velikog proroka ili je samo spekulant zeljan paznje. Ali eto, tzv. "visoki duznosnik" MMF-a ( medjunarodnog monetarnog fonda-IMF ) u nekim offline i nesluzbenim razgovorima kaze ovo :
"Argentina may be a difficulty for the Fund and for the financial world, but if you're looking for the really big crisis, look at the United States. A giant crisis is coming there, sooner than most people think. It is now clear, that what has been keeping the system going, is just pumping of liquidity.... The United States is the place to look, for where the really big crisis will hit."


Mislim da se taj duznosnik malo zanio uz koju casicu vise ( a i njegov sef Koeller je dao ostavku prije par dana ) i da zapravo ne postoji takav katastrofican scenarij za sada, no ipak, tko sam ja da tu o tome lamentiram. Samo prenosim. Pretpostavljam da je covjek mislio na ono sto je pisalo u Financial Timesu nedavno :

"An independent analysis of Fannie's accounts suggests it may have incurred losses on its derivatives trading of $24 billion between 2000 and third-quarter 2003....
The potential scale of the liabilities, which have yet to be recognized in the company's earnings or in the minimum capital adequacy required by its regulator, raise fresh doubts about the financial health of the mortgage finance giant. Regulation of Fannie Mae and its sibling Freddie Mac is rapidly moving up the agenda in Washington, amid concerns that the two government-sponsored entities have grown so big that they pose a systemic risk to the U.S. financial system."


Tu se misli na dvije drzavno sponzorirane institucije u SAD-u koje financiraju obicnog Amerikanca sa stambenim kreditima. A te kompanije su izgleda prilicno "trule" i na "umjetnom disanju" sto je i njihov financijas Greeenspan kritizirao.

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