Τimes: Διαχειρίσιμοι οι πολιτικοί «κίνδυνοι» του 2018

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Για πρώτη φορά εδώ και μια δεκαετία οι οικονομικοί αναλυτές εμφανίζονται σαφώς αισιόδοξοι αναφορικά με τις προοπτικές της οικονομίας της ευρωζώνης, σημειώνουν, σε άρθρο τους οι Times.

Εξηγώντας στη συνέχεια ότι ίσως αυτό δεν αποτελεί έκπληξη, με δεδομένο το πόσο λανθασμένα είχαν τοποθετηθεί αναφορικά με την ανάκαμψη του 2017. Πριν από ένα χρόνο, η Ευρωπαϊκή Κεντρική Τράπεζα είχε προβλέψει αύξηση για το περασμένο έτος κατά 1,7%, ενώ οι ανεξάρτητοι οικονομικοί αναλυτές συμφωνούσαν στο 1,3% . Ωστόσο, η ΕΚΤ εκτιμά τώρα ότι η ευρωζώνη αναπτύχθηκε κατά 2,4% το 2017.

Με δεδομένο ότι επρόκειτο για το τέταρτο κατά σειρά έτος οικονομικής ανάπτυξης, το μέλος του διοικητικού συμβουλίου της ΕΚΤ Benoît Coeuré επιμένει ότι αυτό δε θα πρέπει πλέον να ονομάζεται ανάκαμψη, αλλά επέκταση. Κάποιοι το αποκαλούν ακόμη και οικονομική έκρηξη (boom).

Η βρετανική εφημερίδα διερωτάται τι ήταν αυτό που διέφυγε από τους αναλυτές το 2017 και θα μπορούσε να τους διαφεύγει και τώρα. Επισημαίνει δε ότι οι οικονομολόγοι της ευρωζώνης δεν ήταν οι μόνοι που υποτίμησαν την ανάπτυξη για το έτος 2017, κάνοντας το σφάλμα να υποθέσουν ότι η περσινή χρονιά θα είναι παρόμοια με το 2016. Σημειώνει μάλιστα ότι λόγω της έντονης πολιτικής ατζέντας που υπήρχε το 2017, ήταν εύλογο να υποθέσει κανείς ότι θα υπάρξουν περαιτέρω εντάσεις που θα μπορούσαν να πλήξουν την οικονομική δραστηριότητα.

Επισημαίνει ωστόσο ότι “λίγες είναι οι πολιτικές ανησυχίες που σκιάζουν τις προβλέψεις αυτού του έτους”. Υποστηρίζει ότι ο μεγαλύτερος κίνδυνος σχετίζεται με τις ιταλικές εκλογές που θα διεξαχθούν τον προσεχή Μάρτιο, ενώ άλλες προκλήσεις με τις οποίες θα έρθει αντιμέτωπη η ευρωζώνη είναι οι εντάσεις στην Καταλονία, το ενδεχόμενο νέων εκλογών στη Γερμανία, η έλλειψη προόδου αναφορικά με τις περαιτέρω αλλαγές στην ευρωζώνη και φυσικά ένα χαοτικό Brexit.

“Αλλά καμία από αυτές δεν αντιπροσωπεύει την υπαρξιακή απειλή την οποία έπρεπε να διαχειριστεί η ευρωζώνη τα προηγούμενα χρόνια”.

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