Triple Crisis Blog has invited readers’ questions in advance of the April 24-25 IMF/World Bank meetings in Washingon. See all of the questions and answers here. A reader asked:
Q: Would financial reforms that seek to de-link services and overturn Volcker’s rule present an opportunity for banks in emerging countries who still follow these principles to overtake their more established northern counterparts?
Vernengo: The preliminary question to be asked would be why banks in the developed world have an edge in the first place. Credit creation and international trade in different periods have been for the most part denominated in a single national currency that functions as world money. The pound had that role during the Gold Standard and the dollar since World War II. The advantage of financial institutions in the hegemonic country derives from the fact that they lend in the world currency, and have access to a risk free asset (domestic government bonds) and a lender of last resort that can act on a global basis.