Le banche che odiavano l’economia

LONDRA – Il governatore della Bank of England (BoE), Mark Carney, ha sorpreso il pubblico in una conferenza alla fine dello scorso anno avanzando l’ipotesi che il giro d’affati di Londra crescerà e sarà oltre nove volte il Pil della Gran Bretagna per il 2050. La sua previsione rappresentava la semplice estrapolazione di due trend: la continua e profonda crisi finanziaria in tutto il mondo (ossia, una crescita degli asset finanziari più rapida di quella dell’economia reale) e il mantenimento nella City della propria quota di business finanziari globali.

Forse sono congetture ragionevoli, ma la previsione ha profondamente sconvolto molti. Ospitare un enorme centro finanziario, con banche nazionali di ampie dimensioni, può essere costoso per i contribuenti. In Islanda e Irlanda, le banche hanno superato la capacità dei loro governi di sostenerle all’occorrenza. E il risultato è stato disastroso.

A parte i potenziali costi di salvataggio, secondo alcuni l’ipertrofia finanziaria danneggia l’economia reale appropriandosi di talenti e risorse che potrebbero essere impiegate meglio altrove. Ma Carney sostiene invece che il resto dell’economia britannica beneficia del fatto di poter contare su un proprio centro finanziario globale. “Essere nel cuore del sistema finanziario globale”, ha dichiarato, “amplia le opportunità di investimento per le istituzioni che si occupano dei risparmi britannici e rinforza l’abilità del manifatturiero e dei settori creativi inglesi a competere a livello globale”.

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