Banken & Finanzen in unserer Weltzone

Bloomberg: Deutsche Bank prüft Kauf von Teilen der CS
https://de.marketscreener.com/kurs/aktie/...n-Teilen-der-CS-43279387/  

SAMA-Gouverneur schließt saudische Transaktionen mit angeschlagenen US-Banken aus. Ayman Al-Sayari, Gouverneur der saudischen Zentralbank (SAMA), schloss am Donnerstag jegliche Transaktionen saudischer Finanzinstitute mit angeschlagenen US-Banken aus.
https://www.zawya.com/en/business/...-with-troubled-us-banks-ic9g01km  

GEMEINSAME AKTION
 

Das sagen EZB, FED und die Bank of England zur Übernahme
 

Mindeststeuer-Hammer! Deutschland macht Ernst gegen Steuertricks der Konzerne  

Warren Buffett Tells Biden He Wants to Invest in Failed Banks
https://www.gobankingrates.com/investing/strategy/...d-banks-can-you/  

Texas Comptroller Glenn Hegar Announces Update to List of Financial Companies that Boycott Energy Companies
https://comptroller.texas.gov/about/media-center/...ies-1679075666426  

Schwedische Pensionskasse stößt Anteile an US-Bank First Republic ab
 

Powell Says He Will Support Stronger Bank Supervision, Regulation.Powell notes ‘serious problems’ in a small number of banks
https://www.bloomberg.com/news/live-blog/...fed-chair-news-conference
Central bank to keep same pace of balance-sheet unwind
https://pbs.twimg.com/media/...OeXgAAkaoo?format=jpg&name=900x900  

Fed erhöht Leitzins nochmals trotz Bankenkrise
https://www.ariva.de/news/...zins-nochmals-trotz-bankenkrise-10599612
Financial conditions and bond market stress
https://pbs.twimg.com/media/...beWwAAu4o9?format=png&name=900x900
https://pbs.twimg.com/media/...n6WIAAnzTj?format=jpg&name=900x900
US-Notenbank Fed senkt Wachstumsprognose  - Summary of Economic Projections
https://www.federalreserve.gov/monetarypolicy/...projtabl20230322.pdf
https://www.ariva.de/news/...achstumsprognose-fr-2023-leicht-10599503  

Keine „pauschale“ Garantie für US-Bankeinlagen – Citigroup-Chefin Fraser: „Dies ist keine Kreditkrise“
US-Bankaktien geraten erneut unter Druck
https://www.handelsblatt.com/finanzen/...ne-kreditkrise/29031762.html  

 

Cathie Wood Suffers Double Blow as Drama Hits Coinbase and Block
https://www.bnnbloomberg.ca/...rama-hits-coinbase-and-block-1.1899575  

Unsicherheit wegen Bankenkrise
 

Konteninhaber ziehen Rekordsumme kleiner US-Banken ab
https://www.handelsblatt.com/finanzen/...che-ist-robust/29031762.html
anks with less than $250bn in assets make about 80 per cent of commercial real estate loans, according to economists at Goldman Sachs, along with 60 per cent of residential real estate loans and half of commercial & industrial loans.
https://www.ft.com/content/945f754b-6323-4ad1-8b8c-76ef8d2e0a6a
Commercial Real Estate Is The Next Shoe To Drop
https://www.zerohedge.com/markets/...rcial-real-estate-next-shoe-drop
Commercial property loans are joining deposit flight and bond portfolios as the biggest perceived risk. Fears mount that further retreat from real estate lending could lead to wider credit crunch.
https://www.ft.com/content/c172f9f4-0175-40ea-bcb5-01026dddf8ee  

Monetary Tightening and U.S. Bank Fragility in 2023: Mark-to-Market Losses and Uninsured Depositor Runs? Even if only half of uninsured depositors decide to withdraw, almost 190 banks are at a potential risk of impairment to insured depositors, with potentially $300 billion of insured deposits at risk. If uninsured deposit withdrawals cause even small fire sales, substantially more banks are at risk. Overall, these calculations suggest that recent declines in bank asset values very significantly increased the fragility of the US banking system to uninsured depositor runs.
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4387676
Wiederholt sich 2008?: Droht eine Finanzkrise 2.0? Navidi schlägt Alarm: "200 US-Banken in Gefahr".  US-Korrespondentin Sandra Navidi warnt auf w:o TV, dass "fast 200 US-Banken in akuter Gefahr sind". Das gehe aus einer kürzlich veröffentlichten Studie hervor.
https://www.ariva.de/news/...oht-eine-finanzkrise-2-0-navidi-10602796  

Daten der US-Notenbank Fed zufolge sank die Summe der Einlagen auf 5,46 Billionen Dollar von zuvor 5,58 Billionen Dollar. Das war nach absoluten Zahlen der bisher größte wöchentliche Rückgang und prozentual der größte Rückgang seit 16 Jahren.
https://www.handelsblatt.com/finanzen/...che-ist-robust/29031762.html

Update on the Fed’s Liquidity Support for Banks
   Discount window: -$43 billion, to $110 billion.
   Central bank liquidity swaps: no activity, to $0 billion.
   Repos with “foreign official” (SNB?): +$60 billion
   Bank Term Funding program: +$42 billion to $54 billion
   Credit extension to FDIC bridge banks: +$37 billion, to $179 billion.

 

> Banks with less than $250bn in assets make about 80 per cent of commercial real estate loans, according to economists at Goldman Sachs, along with 60 per cent of residential real estate loans and half of commercial & industrial loans.

Commercial Real Estate Faces Perfect Storm
https://www.theepochtimes.com/...wntown-office-buildings_5147317.html  

The Fed is structurally too conflicted to regulate banks. The FDIC is not, but it needs tiger teeth to bite CEOs’ heads off.
https://wolfstreet.com/2023/03/24/...ould-be-fired-as-bank-regulator/  

> Update on the Fed’s Liquidity Support for Banks : Discount Window von 110 Mrd. USD. + Repos: +60 Mrd. USD + BTFP: +42 Mrd. USD auf 54 Mrd. USD +   Credit extension to FDIC bridge banks: +37 Mrd. USD auf 179 Mrd. USD.

If everything is fine, then why have US banks borrowed $153 billion at a punitive 4.75% against collateral at the discount window, a larger amount than in 2008/9?
https://www.newindianexpress.com/web-only/2023/...crisis-2558810.html  

Net Percentage of Domestic Banks Tightening Standards for Commercial and Industrial Loans to Large and Middle-Market Firms
https://fred.stlouisfed.org/series/DRTSCILM
... liegen die Gefahren für Märkte, Wirtschaft und Anleger in den Schäden für die Realwirtschaft, die durch Zinsanstiege und restriktivere Kreditvergabe drohen.
https://www.youtube.com/watch?v=q0O61HJ1w3s  

Nach Aussage zur Credit Suisse
 

IW-Konjunkturprognose: Investitionsstau bedroht Wohlstand. IW-Konjunkturexperte Michael Grömling. „Die große Erholung bleibt 2023 dennoch aus. Wir stehen vor einer neuen Zeit der Stagflation“.
https://www.iwkoeln.de/presse/pressemitteilungen/...ht-wohlstand.html
Die Deutsche Bank warnt vor einer Stagflation im Stil der 70er: Die Märkte müssen sich auf eine lange Periode negativer Renditen für Aktien und Anleihen einstellen, so die Deutsche Bank
https://www.businessinsider.de/wirtschaft/...-so-die-deutsche-bank-a/  

China’s rich flee crackdowns for ‘Asia’s Switzerland’ Singapore
https://www.aljazeera.com/economy/2023/3/27/...-switzerland-singapore  

Leading indicators: Will bank collapses trigger further belt-tightening in real estate?
One very likely outcome from this is a probable tightening in lending standards as banks seek to respond to the increasing strains they are encountering. To put this prospect in some context, the evidence suggests this is a process already under way prior to the events of recent weeks.
https://www.rics.org/news-insights/wbef/...-trigger-further-belt-tigh