Showing posts with label Euro area banks. Show all posts
Showing posts with label Euro area banks. Show all posts
Friday, April 28, 2017

28/4/17: Euromoney on Italian Risks

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Euromoney  article on the continued evolution of the Italian crisis:  http://www.euromoney.com/Article/3712913/Country-risk-Italy-is-the-v...
Monday, September 19, 2016

19/9/16: FocusEconomics: The Italian Dilemma

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Good post from FocusEconomics on the saga of Italian banking crisis:  http://www.focus-economics.com/blog/posts/the-italian-dilemma-weak-...
Friday, July 1, 2016

1/7/16: Sunday Night Bailout: Italy

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As I have noted on Twitter and in comments to journalists, Brexit has catalysed investors' attention on weaker banking systems. As opp...
Sunday, February 28, 2016

28/2/16: Deutsche Bank post covered in Turkey

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Turkish channel Kanal Finans covers my post on Deutsche Bank trials & tribulations:  http://kanalfinans.com/one-cikanlar/bir-deutsche-...
Monday, July 27, 2015

27/7/15: IMF Euro Area Report: The Sick Land of Banking

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The IMF today released its Article IV assessment of the Euro area, so as usual, I will be blogging on the issues raised in the latest repo...
Friday, June 26, 2015

26/6/15: Grexit and European Banks

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In the tropical heat of #Grexit, which banks get sweats, which get chills? Two charts via @Schuldensuehner : and Note increased (s...
Thursday, May 7, 2015

7/5/15: Europe's Non-Performing Loans: Still Rising & Getting More Toxic

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In the world of scary stats, there's no place like Europe. Even the perennial optimists at the IMF - that place where any debt is su...
Sunday, February 8, 2015

8/2/15: Reformed Euro Area Banks... Getting Worse Than 2007 Vintage?..

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For all the ECB and EU talk about the need to increase deposits share of banks funding and strengthening the banks balance sheets, the rea...
Friday, January 2, 2015

2/1/2015: Irish Banking System: Still Reliant on Non-Deposits Funding

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A handy chart from Deutsche Bank Research on sources of funding - focusing on deposits - for euro area banks. Irish ban...
Monday, November 17, 2014

17/11/2014: All the years draining into banking cesspool...

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So the tale of European banks deleveraging... record provisions, zero supply of credit for years, scores of devastated borrowers (corporat...
Thursday, November 13, 2014

13/11/2014: Irish Banks: In a Bad League of Their Own

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Standard & Poor's report published yesterday ( link here ) offers a dark view on the French banks, arguing that their capitalisatio...
Sunday, September 28, 2014

28/9/2014: Euro area banks deposits: no sign of significant improvements

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Courtesy of @cigolo - a nice chart summing up trends in deposits in Euro area banks from 2009 through Q2 2014: Italy and Slovenia are...
Saturday, July 19, 2014

19/7/2014: Trueconomics Cited in FT

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Delighted and proud that FT is quoting the blog on European banks woes:  http://www.ft.com/intl/cms/s/0/de39b744-0e61-11e4-a1ae-00144feabd...
Monday, July 14, 2014

14/7/2014: Irish Banks are Open for Lending... when no one is looking?

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Remember all the Irish banks advertorials in the media about the lending easing they engaged in when it comes to SMEs? The story, as it is...
Monday, February 10, 2014

10/2/2014: Six Years to Admit the Obvious? Call in Europe...

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There are two things to be said about the latest comments from Euro area's chief banking regulator, Danièle Nouy issued recently (see F...
1 comment:
Thursday, January 16, 2014

16/1/2014: Fresh Signs of Euro Area Banks Deleveraging Out of Global Growth

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For some time now I have been pointing at the ongoing exits by the European banks from the rest of the world (obviously there are some exce...
Tuesday, December 24, 2013

24/12/2013: Should Government Do More on Credit Supply? Or Do Better?

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We commonly hear about the need for the Government to do something about 'credit supply' to the real economy and 'fixing the b...
Friday, November 22, 2013

22/11/2013: Euro area banks: leveraged through the nose... still

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All you need to know about European banks sickness (it is still raging), the state of European regulations and quality oversight over the ...
1 comment:
Thursday, November 14, 2013

14/11/2013: With banks or without, things are heading for desperate in Italy...

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The banks stress tests are coming up and the Euro periphery system is quickly attempting to patch up the massive cracks in the facade. The ...
Saturday, November 9, 2013

9/11/2013: Stress testing zombie banks: Sunday Times, November 3

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This is an unedited version of my Sunday Times article from November 3, 2013. In the marble and mahogany halls of European high financ...