Capital Gold Group Report: Gold Prices Ride Inflation Fears Higher

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May 12, 2010 (The Street) - Gold prices are soaring because of growing inflation fears. Both the European Central Bank and the Federal Reserve seem to be on the path to permanently easy money with the Greek bailout and huge U.S. budget deficits.

Neither the reforms attached to the Greek bailout nor banking legislation in Congress get at the structural problems that caused failures in Athens and on Wall Street.

Soft reform is no reform -- investors are fearful too much money will undermine the value of euro bonds and U.S. Treasuries, even if those bonds don't outright default.

The bailout for Greece and aid for other debt-ridden Mediterranean economies provides hard commitment of assistance but doesn't address the fundamental structural problems that cause Greece, Portugal, Spain and other less prosperous European Union states to spend too much. Namely, over the last 40 or 50 years, economic integration in Europe has increased public expectations that social safety nets -- health care, retirement benefits, job security and unemployment assistance -- would be as strong and generous in poorer EU states as in rich ones.

Unlike the United States, the EU doesn't have well-developed mechanisms for taxing high-income states to provide low-income states with the same level of social expenditures. The EU can't tax Germany to subsidize Greece, as Washington taxes New York to subsidize Mississippi.

Consequently, Mediterranean governments spend too much and push costs on private sectors those can't bear, and higher inflation results. When those countries had their own currencies they could let those slip in value against the mark over time. But now with the euro as legal tender, governments don't have this option. Instead, they borrow to the point of default, and pose the veiled threat of leaving the eurozone if aid isn't forthcoming.

The Greek bailout doesn't address the underlying fiscal problem -- the absence of an EU taxing and spending authority. The $750 billion fund is merely a down payment on even bigger future bailouts.

Simply, the ECB will have to print lots more money to buy European government bonds to keep the system afloat -- a weak euro, inflation and rising interest rates will follow.

Capital Gold Group, gold group, gold, gold prices, gold news, gold coins, gold bullion, gold IRA, IRA gold

 

About this Entry

This page contains a single entry by J. Ryman published on May 12, 2010 2:01 PM.

Capital Gold Group Report: New All Time High for Gold - Headed toward $1,600/oz was the previous entry in this blog.

Capital Gold Group Report: NEW HISTORICAL HIGH FOR GOLD - Gold Reaches $1249.20 as Investors Seek Alternative to Currency is the next entry in this blog.

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