Banks Archives - UN BLOG AVEC VUE

Banques sans filet

Jacques — Thu, 27 Dec 2018 13:53:04 +0000

Dans le sillage du dernier meeting de la Fed, ce billet * s’intéresse à la moneyness du ‘Greenspan put’, c’est-à-dire à la valeur du contrat d’assurance que la banque centrale américaine a passé – ou plutôt avait passé – avec les marchés depuis la crise financière. A l’évidence, la lune de miel touche à sa fin. Les lecteurs de ce […]

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Banks, the yield curve and the USD

Jacques — Tue, 29 Aug 2017 11:13:38 +0000

The US banking sector had a bumpy ride recently, almost as rocky as the mountain of expectations surrounding the Trump trade. Ben McLannahan of the Financial Times reviews this intriguing relationship from the inside, via the operations of some top banking executives. See our propositions at the end of this post. We take a wider macro-financial stance by assessing some […]

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Canadian Banks downgraded by 1 notch, outlook negative

Jacques — Thu, 11 May 2017 08:19:44 +0000

A brief update of our latest posts about oil supply, credit and Canadian real Estate. The rating agency Moody’s downgraded the long-term ratings of six Canadian Banks yesterday “reflecting Moody’s expectation of a more challenging operating environment for banks in Canada for the remainder of 2017 and beyond, that could lead to a deterioration in the banks’ asset quality, and […]

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Deutsche Bank: normalization and systemic risks

Jacques — Fri, 30 Sep 2016 08:00:43 +0000

The recent news by Bloomberg is now confirmed by the media. The damage is done. Interestingly enough, the USD 14 bln claim by the US Department of Justice is a spectacular backfire. Backfire: the term is increasingly on fashion in this tightly interconnected, publicly controlled and ‘nationalized’ world. Please find further macro-financial perspectives and propositions at the end of […]

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Banks, Brexit and Contagion

Jacques — Fri, 01 Jul 2016 07:38:51 +0000

Banks, European ones in particular, may play a central role in the post Brexit world. A lot of attention has been drawn onto systematically important banks since the financial crisis took place. Rightly so: they played a decisive role as a contagion vector. Contagion as a whole could be regarded as one of the most important risks of the Brexit […]

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