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WHY ‘TOO BIG TO FAIL' INSURANCE IS THE WORST OF ALL WORLDS

The main headline in Saturday's Financial Times was “Bankers in favour of paying global tax”. A more newsworthy headline than “man bites dog” and only a little behind “Pope not a Catholic”. The bankers quoted were Josef Ackerman of Deutsche Bank and Bob Diamond of Barclays; so you might suspect that there was both more, and less, to their enthusiasm than met the eye. You would be right.

Both gentlemen expressed support for a levy on banks to fund an international rescue fund for institutions deemed “too big to fail”. Implemented globally, such a plan would not change the competitive position of individual banks, although its universality raises the likelihood that the tax would be passed on to savers and borrowers. The fund would secure stability of the financial system while avoiding future burdens on taxpayers.

Perhaps. More likely, by institutionalising the concept of “too big to fail”, the scheme would aggravate the underlying problem of moral hazard. It would also transform state funding of the banking system from an exceptional response to a dire emergency into an expectation, even an entitlement.

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約翰•凱

約翰•凱(John Kay)從1995年開始爲英國《金融時報》撰寫經濟和商業的專欄。他曾經任教於倫敦商學院和牛津大學。目前他在倫敦經濟學院擔任訪問學者。他有著非常輝煌的從商經歷,曾經創辦和壯大了一家諮詢公司,然後將其轉售。約翰•凱著述甚豐,其中包括《企業成功的基礎》(Foundations of Corporate Success, 1993)、《市場的真相》(The Truth about Markets, 2003)和近期的《金融投資指南》(The Long and the Short of It: finance and investment for normally intelligent people who are not in the industry)。

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