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That's an interesting idea, however note:

1) There's a reason why an Portuguese pension fund might hold Irish debt rather than Portuguese debt; for example, wanting to hedge and diversify, earn higher returns, or have lower risks. Forcibly swapping the debt gives them an investment they didn't want, and doesn't really "make them whole".

2) It costs just as much to pay back a Portuguese pensioner who owns one of your bonds as an Irish one; this swap does nothing for government finances. Which is why this also is totally not the plan being discussed.

The article talks about "The countries can reduce their total debt..."; you're talking about reducing the exchange rate risk of the debt. There's no real overlap here.




Your (1) is a good point. Regarding the rest, there's no exchange rate risk between two euro-zone countries.


There isn't even any exchange rate risk as both Ireland and Portugal are in the Euro.


Nope; if a country leaves the euro it suddenly matters which banks’s name is on your debt notes.


That's true although we haven't seen any country leave yet.


Does it? Aren't they Euro-denominated anyway?


No a Greek-issued euro debt instrument would become a new currency decoupled from the euro with a floating exchange rate if Greece left the euro, for example. That’s what all the hooplah a few years back was about.


Maybe he is "alluding" at dismantling the Euro?




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