Hints and tips:
...If Goldman chooses to speed up the mitigation process, there could be some P&L impact, but its capital ratios will get closer to the Basel III G-SIFI guidelines meaningfully faster....
...Ahead of financials’ second quarter earnings, which kick off with JPMorgan Chase on Thursday, Nomura’s Glenn Schorr has quantified and examined the potential impact of the G-Sifi buffer on JPM and Bank of...
...Glenn Hadden Milton R. Millman III Marshall Smith Robert A. Berry Jonathan J. Hall Christopher Milner John D. Storey Oliver R. Bolitho Jan Hatzius Christina P. Minnis Patrick M. Street Patrick T....
...Paul Mortimer-Lee, BNP Paribas The key risks to the economy concern the parlous fiscal position: 1) faith in the public finances collapses; 2) there is a hung parliament that impedes resolving the mess...
...Paul Mortimer-Lee, BNP Paribas The budgetary consolidation has to start immediately after the election and would preferably already have started....
...iii.) an intensification of the global credit crisis....
...Alan Clarke & Paul Mortimer-Lee (BNP Paribas): We expect house prices to fall by around 5% over the coming year....
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