欧洲的财政荒原

巴黎——“四月是残酷之月”艾略特在其著名长诗《荒原》的开头如是写道。但是,如果艾略特是为职业投资家,目睹了欧洲金融市场过去几年的发展,我敢肯定他会把四月改成八月。

2007年8月,巴黎银行决定关闭旗下两只与次贷部门有染的对冲基金,此举最后演变成一场流动性危机,在那个夏天席卷了所有欧洲银行。今年被曝光的则是巴黎银行的主要竞争对手法国兴业银行。8月中旬,其股票在一天之内下跌了14%,这是两年半以来不曾有过的现象。市场上流言四起,说法国可能遭遇主权债务降级,关于法国银行的猜测也一下子多了起来。

在所有欧洲大陆国家中,法国人最尊重传统——八月份一般不会做什么有意义的工作。因此,今年八月对于法国银行业来说可谓灾难深重。法国银行纷纷忙不迭宣布,它们正在受到不公正待遇。

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