G-20 Meet Focus on Spain

Group of 20 leaders focused their response to Europe’s financial crisis on stabilizing the region’s banks, raising pressure on German Chancellor Angela Merkel to expand rescue measures as contagion engulfed Spain.

As U.S. President Barack Obama called after-dinner talks with euro-area leaders at the G-20 summit in Mexico, the Treasury department’s top international negotiator, Lael Brainard, said Europe is making an effort to “break the feedback loop” between banks and government debt, the link that is worsening Spain’s woes.

G-20 chiefs met as Spain’s borrowing costs soared to a euro-era record and elections in Greece failed to damp the threat of contagion. Merkel, who heads Europe’s largest economy and rejects pooling euro-area debt or boosting deficit spending, said she’ll defend her policies with “good arguments” as world leaders press Europe to stamp out the debt crisis now in its third year. Obama has blamed the turmoil for slowing U.S. employment growth.

The euro-area’s G-20 governments will commit to protecting the currency union, according to an excerpt of a draft of the statement that leaders will issue at the summit’s close.

Integrity, Stability

Euro-area members of the G-20 “will take all necessary policy measures to safeguard the integrity and stability of the area, improve financial markets and break the feedback loop between sovereigns and banks,” according to the draft provided by an official from a G-20 government who declined to be identified because the statement is not yet public.

The G-20 nations are committed to moving “rapidly” toward market-determined exchange-rate systems that are flexible to“reflect underlying fundamentals,” Reuters reported, citing a separate draft of the statement. Leaders welcomed China’s moves to increase transparency of its exchange-rate policy and pledged to avoid “persistent misalignments,” and “persistent devaluation of currencies,” it said.

‘Beating Up’

With European Union leaders preparing to discuss paths to closer political and economic union at a summit in Brussels on June 28-29, Merkel has distanced herself from aspects of the EU’s proposal for a banking union. She said last week that steps such as jointly insuring deposits and joint euro-area bonds can’t replace budget discipline and raising competitiveness across the euro area.

As part of the crisis toolkit, the world’s largest emerging economies announced contributions to the International Monetary Fund’s financial firewall at the meeting, with $10 billion pledges each from Russia and India. President Hu Jintao told leaders at the summit China will contribute $43 billion to the backstop, which the IMF said in April would total $430 billion, an official from a G-20 nation said on condition of anonymity because the government hasn’t yet announced the amount publicly.

‘More Serious’

The euro extended declines as Spanish 10-year bond yields leapt above the 7 percent level that forced Greece, Ireland and Portugal to call for outside aid. That stoked speculation Spain may need to request a sovereign bailout after the government called for as much as 100 billion euros ($126 billion) to shore up its blighted banks.

The European Central Bank can stop the debt crisis in the 17-nation euro region “almost immediately” with “massive”government-bond purchases, Guillermo Ortiz, the chairman of Grupo Financiero Banorte SAB and Mexico’s former central bank governor, said in an interview in Los Cabos. The ECB “has done quite a bit,” Ortiz said. “The problem is it needs to do more.”

Rajoy Attends

G-20 leaders are in Los Cabos for their second consecutive summit to be dominated by the crisis. Spain’s Prime MinisterMariano Rajoy is also attending the talks, as the respite in markets after a victory for the pro-bailout New Democracy party in Greek elections on June 17 proved short-lived.

Merkel damped speculation that the terms of Greece’s bailout might be relaxed.

China and Indonesia set the tone of the meeting by signaling growing exasperation with more than two years of European crisis-fighting that has failed to stem the threat of global contagion.

Even as Obama said that now is the time “to make sure that all of us do what’s necessary to stabilize the world financial system,” European leaders pushed back, saying they alone are not responsible for the slowing global recovery.