The debate

Nagel (Bundesbank) with Macron: new geopolitical reality requires more common debt

Nagel: Put more debt together, also to create a capital market with high-quality assets that can attract foreign investors Lagarde calls for urgent action to strengthen EU resilience

Il president della Bundesbank, Joachim Nagel. REUTERS/Rogan Ward/File Photo

2' min read

Translated by AI
Versione italiana

2' min read

Translated by AI
Versione italiana

In the face of the ongoing changes in the geopolitical reality, Europe must think about issuing more common debt, also to create a capital market with high quality assets that can attract foreign investors. This is what the Chairman of the Bundesbank Joachim Nagel said in an interview with Politico in which he therefore took a different position from that of Chancellor Friedrich Merz, who wants to keep the option of common debt only strictly as a response to emergencies.

"Making Europe attractive also means attracting investors from outside," Nagel said on the eve of an informal summit of EU leaders that is expected to address the economic challenges facing the union. "A more liquid European market for safe European assets would contribute to this goal."

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The issuance of a European asset should only support 'specific purposes', Nagel explained, and 'it should be equally clear how it is controlled by the European authorities and the member states'. Eurobonds should also be accompanied by debt reduction at the national level.

Nagel's statement is in contrast to the position recently expressed by Chancellor Friedrich Merz. Only a few hours before the informal EU Council to discuss reforms, Merz had indeed rejected the idea of Eurobonds revived by French President Emmanuel Macron.

The eyes of the ECB are also on the European summit, which, as anticipated last Thursday by President Christine Lagarde, has sent all leaders a check list with priorities to be addressed, namely Savings and Investment Union, digital euro, deepening of the single market, promotion of innovation and protection of open strategic autonomy, simplification of legislation and strengthening of the institutional framework.

"With coordinated and decisive collective action, Europe can unlock higher growth potential, strengthen resilience and consolidate its political autonomy and prosperity," reads the document prepared by Lagarde. "This requires increasing productivity, mobilising investment and strengthening resilience," the ECB argues.

Also according to Lagarde, Europe should create a common, highly liquid, common European safe reference asset for the entire euro area, which would improve the supply of high-quality collateral. Although the ECB has long advocated more joint issuance of debt, some governments, notably Germany, resist these calls, opposing the mutualisation of debt outside times of crisis.

The ECB document also reiterates the long-standing call for a joint deposit insurance scheme and a European liquidity framework in the event of bank resolution, says a source quoted by Reuters.

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