This is not just standard "experts say" or "analysts consider", the article is by a well-informed and -connected journalist and the quotes are verbatim. When presidential advisors are willing to say this kind of thing, albeit anonymously, it's a sign: just as the speed with which the rumour of the separation of Sarkozy and Bruni took hold was a sign.
Say it isn't so! The brainless should not be in banking -- Willem Buiter