Bear Stearns, Lehman Brothers and Grexit calls into question the very existence of the European Monetary Union

When Bear Stearns went bankrupt, the immediate question by the market was not how much did we lose, but who is next?

As it turned out, it was Lehman. The rest is history.

But it was a recent lesson that is still quite vivid in the memory of traders and investors.

Grexit calls into question the very existence of the European Monetary Union.

Is it a union from which there may be no exit, an "all for one and one for all" union, or is it a club that one can choose to belong to or to leave?

 Dr. Frankenstein’s Europe, By John Mauldin, 19 May 2012

Ms Merkel’s scepticism also stems from bitter experience.
She followed investors’ advice and called for private holders of Greek bonds to share the burden of a second bail-out for Greece.

Those who have spoken to the chancellor say she feels duped by those investors, who urged her to agree to a restructuring of Greece’s massive debt burden
but then told the chancellor that she had also made all other eurozone bonds suspect.

 Financial Times, 4 December 2011


Sweeping reforms to shift the burden of rescuing failing banks from taxpayers to bondholders are to be unveiled by the European Commission, despite fears it will further rattle nervous bank investors.

When a bank is deemed to be failing, regulators will win extensive powers to write down non-guaranteed deposits and senior unsecured bondholders, according to draft proposals obtained by the Financial Times.

CNBC 26 May 2012

Bank- and Bond-run


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