Финансовая пустошь Европы

ПАРИЖ. «Самый жестокий месяц ‑ это апрель», ‑ написал Т.С. Элиот в начале своей великой поэмы «Бесплодная земля». Но если бы Элиот был профессиональным инвестором, который следил бы за европейскими финансовыми рынками на протяжении последних нескольких лет, то я совершенно уверен, что его выбор пал бы на август.

В августе 2007 г. решение BNP Paribas закрыть два своих хеджевых фонда, подвергшихся воздействию кризиса сектора субстандартного ипотечного кредитования, запустило кризис ликвидности для всех Европейских банков в течение того лета. В этом году в центре внимания оказался основной конкурент BNP ‑ Société Générale. Его акции упали больше чем на 14 % за один день в середине августа, установив рекорд падения за последние два с половиной года. Ходили слухи о возможном снижении рейтинга государственного долга Франции, сопровождаемые спекуляциями о возможных последствиях для французских банков.

Как и французы, большинство континентальных европейцев следуют традиции, что в августе не следует делать какую либо полезную работу, и поэтому налицо жестокое обращение с их банкирами. И они не медлили заявить о том, что с ними обошлись несправедливо.

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