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Wednesday, March 18, 2009


IMF funding a 'game-changer'

via ft alphaville -- stephen jen cites the g20 move to bolster the IMF has removed euro risk by clearing a path to stave off contagion emanating from eastern europe.

$850 billion is a massive amount of liquidity, particularly because none of the AXJ economies will likely access funds from the IMF, and only a couple of LatAm economies could turn to the IMF. This leaves most of the US$800 billion or so of resources available to the EE — an amount equivalent to roughly 60% of EE GDP (not including Russia).

fears of eastern european collapse, then, are being addressed.

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