Бразильский финансовый экспресс сходит с рельс

КЕМБРИДЖ: Как великолепно это получается у МВФ: пять масштабных планов спасения и пять грандиозных провалов. Последней с рельс сошла Бразилия. На прошлой неделе упал курс бразильского реала, и обрушился фондовый рынок. Очень вероятно, что от этой катастрофы пострадает не только Бразилия, но и большая часть Латинской Америки.

Всего этого можно было избежать, но халатность проявили все три “машиниста”, управлявшие бразильской экономикой: и правительство, и МВФ и американские официальные лица. И пока их, и прежде всего МВФ, не призвали к ответу за провалы, всем нам грозит в одно прекрасное утро проснуться от финансового землетрясения, способного подорвать уровень жизни в развивающихся странах и угрожать стабильности во всем мире.

Откровенно говоря, МВФ слишком заботился об интересах Уолл-Стрит. Если вы – нью-йоркский банк, инвестировавший, скажем, в Бразилию, вы хотите, чтобы Бразилия поддерживала курс своей валюты, пока вам все не выплатят, а потом – хоть потоп. И вы будете давить на МВФ и казначейство Соединенных Штатов, чтобы они заставляли Бразилию, Россию или любого другого несчастного получателя займов МВФ защищать свою валюту. Это дает вам время вытащить деньги из страны без потерь до каких-либо изменений валютного курса.

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