La partita (tutta in salita) di Macron in Europa

Bruno Le Maire, ha detto che Francia e Germania condividono fondamentalmente una visione simile per il futuro dell’Uem. E lo ha affermato in seguito a un incontro con Olaf Scholz – il ministro delle finanze tedesco, succeduto a Schaeuble – avvenuto nei giorni scorsi. Quello che resta da capire è se questa visione “comune” non si tradurrà, fondamentalmente, in un appiattimento della Francia sulle posizioni tedesche.

Oggi, a Bruxelles, nel quadro del cosiddetto Consiglio europeo di Primavera (“Spring European Council”), i primi ministri dell’Eurozona discuteranno nuovamente le prospettive di un approfondimento dell’Unione economica e monetaria (Uem).

Nel documento introduttivo al dibattito pubblicato dalle istituzioni comunitarie, si specifica che l’incontro potrebbe servire a scambiare opinioni riguardo a due macro-tematiche:

  • Sviluppo di una capacità fiscale europea. L’Eurozona dovrebbe dotarsi di una capacità di azione fiscale comune, come, per esempio, strumenti di stabilizzazione macroeconomica, di supporto agli investimenti e all’occupazione, alla promozione di riforme strutturali? Tale capacità dovrebbe essere parte integrante del budget attuale dell’Ue, o dovrebbe essere coperta da un bilancio apposito?
  • Promozione di politiche virtuose. A livello europeo, dovrebbe essere fatto di più per realizzare riforme strutturali indirizzate allo sviluppo di una maggiore competitività, della crescita, della convergenza e alla riduzione dei disequilibri commerciali? Dovrebbe essere fatto di più per garantire una maggiore responsabilità fiscale da parte degli Stati nazionali? E quali strumenti dovrebbero essere utilizzati eventualmente?

Come si evince da questa formulazione, non esiste ancora un consenso riguardo al processo di riforma dell’Uem. Anzi, è lo stesso testo a mettere nero su bianco lo stallo: “Molte delle tematiche all’ordine del giorno sono state trattate innumerevoli volte dai ministri dei Paesi coinvolti”, ma, per ora, “è stato trovato soltanto un livello minimo di consenso”. È per questo che – recita ancora il documento – serve una discussione tra i massimi rappresentanti di governo. Allo stesso tempo, si specifica però che la giornata si concluderà senza un documento ufficiale.

Del resto, già venerdì scorso, Macron e Merkel si erano accordati soprattutto su una metodologia di lavoro. Una road-map che delineerà concretamente le tappe del processo di riforme non sarà presentata prima del Consiglio europeo di giugno.

Cosa aspettarsi quindi dal meeting in corso? Probabilmente dichiarazioni incentrate sullo stato di avanzamento dell’Unione bancaria, unico punto non (troppo) controverso, e considerazioni generali sulla necessità di implementare riforme strutturali a favore della crescita. Gli altri cantieri (riforma del Meccanismo di stabilità europeo, sviluppo di un budget per gli investimenti e istituzione di un ministro europeo dell’Economia) resteranno avvolti dalla nebbia.

Grazie a un paio di analisi pubblicate questa settimana da media europei, nonché a partire da alcune dichiarazioni politiche rilevanti, si può tuttavia cercare di capire quali siano gli scenari di riforma più realistici per l’Uem.

Secondo l’esperta di politica francese, Claire Demesmay (Gesellschaft fur Auswertige Politik), citata da Die Zeit, l’incertezza del posizionamento tedesco (causato dall’assenza di un governo durante gli ultimi 6 mesi, ma, più in generale, da una politica tedesca tipicamente “merkelliana” caratterizzata dallo scarso decisionismo) ha incentivato altri Paesi a farsi avanti in relazione agli scenari di riforma dell’Uem. Così, in risposta alle velleità del Presidente francese, molti esecutivi avrebbero preso una posizione decisamente conservatrice (si veda a proposito l’articolo pubblicato su ilSalto settimana scorsa).

Quali sarebbero le conseguenze? La Germania potrebbe tranquillamente “nascondersi dietro allo scetticismo di altri Membri dell’Unione” – sottolinea ancora Demesmay – e far cadere nel vuoto le proposte di Macron senza, allo stesso tempo, compromettere l’asse Berlino-Parigi. La principale “vittima” di questo processo – è evidente – sarebbe proprio il Presidente francese. In questo senso, Ulrike Guérot (Donau Universitat Krems) parla di una “negligenza” tedesca in materia di “riforme dell’Eurozona”.

È da notare che nelle ore precedenti al Consiglio europeo, Macron si è incontrato con il primo ministro olandese conservatore, Mark Rutte, uno dei principali governi a ostacolare un cambiamento in senso progressista dell’Uem. Sebbene entrambi siano dei liberisti, il primo è in cerca di un’Europa più federale, il secondo no. L’incontro si è concluso con una dichiarazione di intesa su tutti i fronti, tranne che su quello economico-fiscale, appunto. Lo scambio Macron-Rutte dimostra quanto quella che sembrava essere soltanto una partita franco-tedesca sia in realtà una trattativa multi-polare. E, soprattutto, sempre più in salita per la Francia. A maggior ragione, in assenza di alleati stabili come poteva esserlo un governo italiano a guida Pd.

A queste riflessioni di massima, va aggiunto che sono poi comparse le prime voci francesi dai “tratti teutonici”. A detta di Politicola Vice-Presidente della Banca centrale francese, Sylvie Goulard, ha reso noto che bisogna essere “modesti” e che l’istituzione di un ministro dell’Economia europeo e di un budget per gli investimenti nell’Eurozona non contano. Meglio procedere con riforme realistiche. Le parole di Goulard, già eurodeputata, nonché (per brevissimo tempo) ministra della Difesa, non vanno sottovalutate. Si tratta, a tutti gli effetti, della prima uscita pubblica proveniente dal campo-Macron che infrange l’immagine di Parigi quale propulsore di un cambiamento radicale del funzionamento dell’Eurozona.

D’altra parte, il ministro dell’Economia francese, Bruno Le Maire, ha detto che Francia e Germania condividono fondamentalmente una visione simile per il futuro dell’Uem. E lo ha affermato in seguito a un incontro con Olaf Scholz – il ministro delle finanze tedesco, succeduto a Schaeuble – avvenuto nei giorni scorsi. Quello che resta da capire è se questa visione “comune” non si tradurrà, fondamentalmente, in un appiattimento della Francia sulle posizioni tedesche.

(ilSalto, 23.03.2018)

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