Aktiesnakken — Oktober 2011
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jeg hørte lige FT interview med Fink(?) fra blackrock. Han siger likvidation er the key word. og at flere banker er kommet med porteføljer af op til 60 mia dollar til likvidering
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han vil godt have statsobligationer hvis det giver equity like returns hahahaha
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jeg var flad af grin
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så hvad? alle franske banker skal ud og hente equity?
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hvormeget drejer det sig om?
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6,6 mia euro totalt?
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det er da overkommeligt
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On balance, the EBA's announcement looks
to us to be in-line with expectations overall, but with less capital than expected
required in France and more in Spain and Italy. On the plus side, the broader EU
summit exceeded expectations, in our view, and uncertainty for the banks is now
reduced. -
de er fucked i et no-growth scenario
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jeg tror ikke på dem
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