Financial instability and developments in the European Monetary Union

Messori, Marcello

Financial instability and developments in the European Monetary Union - 2019.


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From mid-2007 to mid-2013, the European Economic and Monetary Union (EMU) was characterized by financial and “real” crises. These crises had a significant impact on the working of the EMU’s financial markets and on the evolution of European financial intermediaries. From the beginning of 2008 to mid-2009, the international financial crisis led to a “real” crisis in several economic systems. The EMU countries reacted to these two crises by increasing public spending and, thus, their ratios of – respectively – government deficit to GDP and government debt to GDP. I offer an overview of the market and regulatory factors that are hindering the revival of the dominant position that banking activities held in the financial sectors of the large majority of EMU countries before the international and European crises. These factors suggest that, in the post-crisis phase, EMU banks will have to look for complementarities and competition with new non-banking intermediaries in various segments of the European financial markets. The conclusion is that such new relations would allow banking activities to acquire an important innovative role, but only if EMU banks are able to select new, efficient and effective business models. JEL Codes: G 21; G 23; G 28

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