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Lovrinčević: Croatia will create only 9,000 new jobs in 2016

Romania will be ahead of Croatia next year in terms of purchasing power parity, warned Željko Lovrinčević in his review of economic expectations for 2016, symbolically illustrating the depth of Croatia’s problems.

His presentation focused primarily on the rampant public debt and deficit, issues for which there is still no policy to resolve them, as Jurčić noted in an earlier lecture. The precariousness of the situation is evidenced by the fact that GDP growth barely covers half of the interest on public debt, and the expected end of cheap money by the end of next year could further complicate its servicing.

The European Union continues its slow exit from recession, with a monetary policy that has meanwhile become neutral (neither restrictive nor expansive). Recovery is supported by low oil prices, a weak euro, and the expansive policy of the European Central Bank, so projections for the eurozone indicate growth of 1.6 percent this year and 1.8 percent next year. For Croatia, the expected stronger growth of major trading partners (Germany 1.9 percent, Italy 1.5 percent, Austria 1.5 percent, Slovenia 1.9 percent, and Hungary 2.2 percent) is particularly important. Although things at the EU level seem relatively promising, Lovrinčević noted that European problems are merely suppressed, not definitively resolved, largely due to monetary policy.

As for Croatia, growth of 1.1 percent is expected this year (1.4 percent next year and 1.7 percent in 2017), along with a still high deficit of 4.9 percent, which is expected to fall only slightly next year, by 0.2 percent. Due to the public debt that has recently been galloping (89 percent this year, 95 percent next), Croatia has the highest risk premium alongside Greece. The standard of living for citizens has fallen by about eight percent from 2011 to 2015, and public debt ‘eats’ into the little growth we achieve, which is why there is no convergence with other EU countries, explained Lovrinčević.

According to estimates from the European Commission, Croatia will have the largest deficit this year and in the next two years, Lovrinčević reminds. Taking everything into account, the scientific advisor at the Economic Institute believes that the euro will not be introduced in Croatia for at least another 20 years, while the risk premium and currency premium will remain an integral part of the system for many years to come.

Employment, one of the biggest problems of the Croatian economy, will grow slightly in 2016, by only 0.7 percent, or about nine thousand jobs. From next year, however, Croatia will face major challenges such as accelerating reforms, the effects of the migrant crisis, the formation of a new government and the adoption of the budget, the trend of emigration, and general euthanasia, as Lovrinčević calls it, of society (continuous decline in competitiveness, loss of faith in institutions, etc.), or intensified disintegration of society.

Macroeconomic Situation

Renowned Slovenian academic Jože Mencinger provided a brief overview of the macroeconomic situation in Croatia and Slovenia at the end of the first day of the economists’ meeting.

Right at the beginning, he noted that the amount of negativity in Croatia roughly corresponds to that in Slovenia, expressing some skepticism towards such a level of pessimism, noting that the European Union is partially responsible for it. He cited the Slovenian banking law, which has exponentially increased in word count since joining the EU.

The overall picture is largely similar in terms of trends, but differences do exist, primarily regarding the overall performance of the economy, which is far better in Slovenia. Demographically, Croatia is declining, while Slovenia is stagnating; GDP per capita in the neighboring country is about 40 percent higher (around 18,000 euros), unemployment is significantly lower (just under ten percent), and the Croatian economy is considerably more closed.

In Croatia, however, the decline in investments was smaller than in Slovenia, where 25 percent was lost after the outbreak of the crisis, a figure that Mencinger accompanied with a comment about a country focused on saving rather than investing. Public debt is roughly the same in both countries when viewed as a ratio to GDP, but the professor at the University of Ljubljana warns of the difference between domestic and foreign market indebtedness. The former, he claims, is not a major problem (the best example being Japan), but the latter is.

Regarding net capital inflow indicators (the decline is somewhat larger in Croatia), Mencinger reminds that foreign investments are a welcome thing, but many forget about the profit payouts on those investments. He spent a bit longer on the issue of loans and the banking sector, noting that the transmission mechanism in Europe has completely collapsed, meaning that the expansive policy of the central bank does not lead to an increase in the volume of credit in the economy. Before the crisis, loans exploded, only to dry up sharply afterward, which then caused an increase in illiquidity.