Broken promises hinder euro zone’s recovery

SEBASTIEN PIRLET/REUTERS - Portugal's Prime Minister Pedro Passos Coelho, German Chancellor Angela Merkel, Finland's Prime Minister Jyrki Katainen, (top row, left to right), Cyprus' President Demetris Christofias and Greece's President Karolos Papoulias (bottom row) pose during a family picture session for the two-day European Union leaders summit in Brussels on June 28, 2012.

Even before it goes into effect, the European Union’s much-touted fiscal discipline treaty is being violated routinely by key governments and has little chance of winning across-the-board compliance from the bloc’s members, European economists say.

The gap between what E.U. governments announce they will do about the region’s two-year-old debt crisis and what they do in practice has been a big factor in continued skepticism among lending institutions that buy sovereign debt. That has helped prolong the crisis — as well as its dampening effect on the prospects of economic recovery in the United States.

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Although the euro crisis is in its third year, you may still be wondering how European governments got into this sticky situation in the first place. If news of bailouts leaves you confused, this primer is for you.
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Although the euro crisis is in its third year, you may still be wondering how European governments got into this sticky situation in the first place. If news of bailouts leaves you confused, this primer is for you.

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According to the economists, part of the problem is that E.U. leaders have sought to inject confidence in the markets with ringing declarations that they could not back up. But another explanation, they said, is that bold steps agreed on at Brussels summit conferences often bog down when they encounter member nations’ bureaucracies, parliaments and constitutional idiosyncrasies.

The markets move fast, they noted, while governments tend to move slowly. Jean-Claude Juncker, the Luxembourg premier who has been a fixture of E.U. affairs for years, complained recently that since the crisis erupted, financial markets have forced the bloc’s leaders to act more quickly, eliminating time for reflection, negotiation and planning.

Although it is only one measure among many that influence market decisions, the fiscal discipline treaty has been the subject of particular attention because of the fanfare that has accompanied it, first when it was agreed on at an all-night summit in December and again in March when it was signed by all but two of the E.U. countries — Britain and the Czech Republic.

In response to market pressures for swift action to lower Europe’s chronic deficits and bloated sovereign debts, only 12 of the 27 E.U. countries were required to ratify the treaty before its target implementation date of January.

Nicolas Sarkozy, France’s president at the time, cited the accelerated ratification process as evidence that Europe was finally dealing with its indebtedness. German Chancellor Angela Merkel also pointed to the treaty as a sign she had converted other European governments to fiscal discipline as a response to the crisis.

Since then, however, only seven countries have ratified the document, according to E.U. headquarters in Brussels. And those seven include neither France nor Germany, the bloc’s most influential countries, which originated the treaty and pushed it hard on their fellow E.U. governments.

Germany’s ratification has been held up in a constitutional court that has promised a ruling next month. France’s new Socialist government has promised to submit the treaty to parliament in a few weeks, after gaining a modest separate agreement for growth measures, but it faces questioning from the party’s left wing, doubts among its Green allies and opposition from its far-left opponents.

“Austerity forever?” asked Jean-Luc Melenchon of the Left Front in a recent Q&A. “That is economic nonsense.”

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