Entretanto, no Ministério das Finanças alemão estuda-se o plano de contingência para a reestruturação da dívida grega, enquanto por aqui a banca pública se atola em dívida soberana portuguesa comprada a preços de encomenda para manter as aparências (Sim. Exactamente isso que você está a pensar; houve um tempo em que em Portugal havia jornalismo e a parte mais nobre da profissão consistia em investigar). Em breve, saberemos os detalhes. E não vamos gostar de ver o resultado.Leitura complementar: Thinking the Unthinkable, por John Mauldin. Começa assim:My baseline assumption is that Europe kicks the sovereign debt can down the road for the rest of the year. We have seen Portuguese debt sales go well this week, even if at a very steep price. Spain looks like it will also do OK. Trichet is beginning to drum up support for an even bigger fund to stave off the bond vigilantes. It is unthinkable, we are told in many corners of Europe, that a sovereign nation would default on its debt or obligations. But, in my experience, it is the unthinkable things that can rise up to bite you in the derriere. Sometimes rather viciously. It was unthinkable that US subprime mortgages would infect the entire planet. Well actually, not entirely, as some of us did think that very thing in writing, well in advance of the crisis.
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Entretanto, no Ministério das Finanças alemão estuda-se o plano de contingência para a reestruturação da dívida grega, enquanto por aqui a banca pública se atola em dívida soberana portuguesa comprada a preços de encomenda para manter as aparências (Sim. Exactamente isso que você está a pensar; houve um tempo em que em Portugal havia jornalismo e a parte mais nobre da profissão consistia em investigar). Em breve, saberemos os detalhes. E não vamos gostar de ver o resultado.Leitura complementar: Thinking the Unthinkable, por John Mauldin. Começa assim:My baseline assumption is that Europe kicks the sovereign debt can down the road for the rest of the year. We have seen Portuguese debt sales go well this week, even if at a very steep price. Spain looks like it will also do OK. Trichet is beginning to drum up support for an even bigger fund to stave off the bond vigilantes. It is unthinkable, we are told in many corners of Europe, that a sovereign nation would default on its debt or obligations. But, in my experience, it is the unthinkable things that can rise up to bite you in the derriere. Sometimes rather viciously. It was unthinkable that US subprime mortgages would infect the entire planet. Well actually, not entirely, as some of us did think that very thing in writing, well in advance of the crisis.