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The ECB's exchange Greek bonds

Friday, February 17th, 2012

The Institution is currently share 45 to 50,000,000,000 euros of securities with central banks in the euro area. The capital gain would benefit Greece Exchange of avoiding its obligations to the ECB to bring within the scope of a Greek law that provides for requiring all creditors to waive a portion of their assets.

The European Central Bank has submitted to a vote Thursday its Governors an exchange transaction Greek bonds in its possession against new titles. The ECB refused to comment on the subject. However, according to German daily Die Welt, the swap would have been endorsed. It would be ongoing and should be completed no later than Monday.  

The exchange of its obligations – practiced with the central banks of the Eurosystem – the ECB avoids putting himself under the blow of a law in preparation for Athens plans to require all its creditors to forego some of their Greek assets.

It will also potentially to the institution to realize capital gains. Indeed, the exchange would be based on the nominal value of shares – estimated at 45 to 50 billion euros, while the ECB has purchased the cheapest on the market in 2010, supposedly at a discount of 70% 80%. The added value thus generated would be redistributed to countries in the euro area, and could ultimately benefit to Greece.

According to AFP, the President of the German Central Bank (Bundesbank) Jens Weidmann voted against the project. For Mr. Weidmann, in doing so, the ECB "is liable to a complaint of private creditors" of Greece, who will themselves forced to take a loss. In addition, it considers that this may cause a lack of investor confidence to the whole euro area, for fear that such an initiative is also taken for other obligations in possession of the ECB.

The institution also bought these last months of the Portuguese debt, Irish, Spanish and Italian under its repurchase of debt of troubled countries on the secondary market. Private creditors of Greece agreed to a deletion of 100 billion Greek debt to help the country recover its finances. A plan to which the ECB has always refused to take part. But the pressure has made important recent weeks to consent to an act while the voluntary contribution of private creditors may be insufficient.  

Last week, the ECB president Mario Draghi had suggested that the ECB was ready to redistribute the profits it could realize on such obligations to members of the euro area, but that in no circumstances consent to losses .

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The investment bank has affected the result of Barclays

Friday, February 10th, 2012

Barclays said Friday that its investment bank had completed the worst quarter of 2011 it has seen in three years, the crisis in the euro zone having an appreciable effect on bond trading and earnings Annual whole facility.

The fourth British bank by capitalization said it had reduced premiums by 35% in its investment bank Barclays Capital, compared to the previous year, the various bonuses across the entire bank being reduced by 26%.

Barclays, the first major UK banks to publish its accounts, has reported pretax profit of 5.9 billion pounds (7.0 billion euros) in 2011, down 3%. The consensus of analysts gave 6.1 billion.

The result of Barclays Capital (BarCap) has decreased to 1.8 billion pounds in the fourth quarter, down 19% over the previous three months.

The fall of the bond trading business and the board has sealed all the banks in late 2011 and BarCap has suffered more than some U.S. competitors but unless Credit Suisse.

Impairment losses on bad loans have fallen by a third in 2011 to 3.8 billion pounds.

"We believe that the economic and regulatory environment remains dificult in 2012," said general manager Bob Diamond said in a statement.

Discussions on Greek reforms remain pending

Wednesday, February 8th, 2012

The three-party coalition Greek government are still trying to agree on the reforms demanded by donors in Athens in return for a second aid plan.

A meeting scheduled for Tuesday was postponed, the leaders of these formations have not received the text of the draft agreement on the bailout of 130 billion euros.

Several successive deadlines were exceeded, failing agreement between the socialist PASOK, New Democracy conservatives and the far-right LAOS.

The three parties have received the document expected Wednesday on the eve, which details the general principles and conditions of financial aid plan, said an official of one of these formations. 

A fifteen-page document adds another, twice as long, detailing the process of implementing reforms and austerity measures.

The leaders of three parties – Antonis Samaras for New Democracy, PASOK George Papandreou and the George Karatzaferis for LAOS – were originally scheduled to meet early Wednesday afternoon, but the meeting has also been postponed twice in the space of two hours.

"NIGHTMARE OF THE WATER DROP"

Karatzaferis specifically requested that all documents, written in English, be translated into Greek, an official reported.

Another party has requested a delay of several hours to consider the draft agreement before the start of discussions, said another official. 

A news website has published an open letter to Lucas Papademos, calling him to "stop this torture of the water drop."

"The Greeks can not longer endure the torture of this constant insecurity, which destroyed the country and hurt our dignity as a nation. Prime Minister must stop these incessant haggling that demean the country and its citizens, "the site.

Karatzaferis justified the delay in the process.

"We can not simply say yes or no as the competent public authorities will do us no assurance that these actions are consistent with the Constitution and the country they come out of the crisis," he said.

"There is time. Since the country's future is at stake, we will find the time. "

Depending on the end of the day Wednesday in Athens, the Eurogroup could meet to discuss the rescue plan

. Greek President of the Eurogroup, Jean-Claude Juncker, said on Wednesday it would decide in the day to collect or not the finance ministers of the euro area Thursday

….. This …. is that once discussions are finalized in Athens a Eurogroup meeting may be convened, said the Prime Minister Luxembourg, speaking to reporters in Luxembourg

. "I will decide tonight whether there will be a meeting of the Eurogroup tomorrow night, "said Jean-Claude Juncker." It will depend on the outcome of discussions in Athens. "

Portugal does not need to restructure its debt, said Coelho

Friday, February 3rd, 2012

Portugal has no need to re-negotiate or seek a new assistance would be in addition to his rescue of 78 billion euros, said Prime Minister Pedro Passos Coelho in an interview published Friday.

The country in line with the objectives of the bailout of the European Union and there is no reason that it seeks to renegotiate its debts, said the head of government to weekly Sol.

"We adhere to the objectives, budget deficits are being corrected, the deficit is being corrected, structural reforms going well, privatization has started successfully, then why should we restructure our debt? " Pedro Passos Coelho said. 

The Portuguese sovereign bond yields jumped in January to levels not seen since the creation of the euro, raising fears that some economists to Lisbon will be forced to follow the path of the Gre this and ask for another rescue or restructure its debt.

On several occasions, the Portuguese government has ruled out such scenarios and this week, bond yields fell sharply.

Friday at 1115 GMT, the yield on Portuguese bonds was part of 10 years, however, 14.84%, more than double the 7% threshold regarded as untenable.

The pressure on the secondary bond market is "circumstantial" and should diminish as the country meets its economic objectives, believes the Prime Minister. 

With the economic results achieved so far, "there is no reason to think that we need a new plan to help and we are ready to return the debt market as planned, "he adds.

According to his rescue, Portugal should start issuing debt in the medium and long-term bond markets in the second half of 2013.

The country, whose austerity was plunged into a deep recession, must reduce its budget deficit to 4.5% of its gross domestic product (GDP ), after 5.9% in 2011 – a goal that was achieved through an exceptional transfer pension funds to state banks.

Monday, November 28th, 2011

The increase in unemployment, which should soon graze or exceed 10% of the French working population, may play a major role in the campaign for the 2012 presidential election.

The figures for October, announced on Monday at 18:00, will be bad, has already announced the Minister of Labour and Employment, Xavier Bertrand, bringing the political debate on a major concern of voters.

As bad news never comes alone, the rating agency Moody's said that the worsening financial crisis in the eurozone weighed on the outlook for sovereign debt rating of all European countries."There is instability, uncertainty is very large.

Wednesday, November 23rd, 2011

The French president will be "soon" the proposal with Chancellor Merkel to move towards a greater convergence of economic policies. French President Nicolas Sarkozy received German Chancellor Angela Merkel at the Elysee Palace for a Tuesday, August 16 SOMET bilateral governance of the euro area.

Nicolas Sarkozy on Tuesday reaffirmed its intention to "soon" proposals, with German Chancellor Angela Merkel, to modify the EU treaties in the direction of greater convergence of economic policies in the euro area, in order to solve the crisis its debt. "We need a convergence of economic policies" of the countries in the euro area, "that is to say a convergence of fiscal policies," said the head of state before the Boao Forum for Asia (China) met for the first time in Paris."The situation is much more complex than in 2009 because it requires no single answer," he said. The issue of convergence of economic policies in the euro area should again be discussed Thursday in Strasbourg, during a mini-summit designed to tackle the debt crisis which will bring together, in addition to Sarkozy and Merkel, the new president Cabinet Italian Mario Monti.

Universal Music close to complete the EMI record

Saturday, November 12th, 2011

Universal Music, a subsidiary of Vivendi, is about to conclude the purchase of recorded music branch of the British record company EMI and is expected to announce shortly, officials said Friday a source familiar with the matter.

The Financial Times reported earlier that Universal, the world first record company, would pay the owner, Citigroup, $ 1.9 billion (1.4 billion) to acquire the division, citing people familiar with the discussions.

Vivendi declined to comment, while no one was available at Citi.

Universal has resumed talks this week after a time left the negotiating table because of a disagreement with Citigroup on the issue of commitments to employee pension EMI, had several sources told Reuters this week.

Sunday, November 6th, 2011

François Fillon unveiled the details of the anti-crisis measures on Monday after a cabinet meeting. The Prime Minister has already warned that the 2012 budget will be a "more stringent since 1945." Prime Minister Francois Fillon will unveil Monday, November 7 new austerity measures in 2012.

As soon as the page G20 tour, Elysee and government have renewed their efforts in order to complete by Monday a new anti-deficit budget for one of the "more rigorous" since 1945, according to François Fillon, which intends to preserve "at all costs" the "triple A" of France.Details of the measures is likely to be unveiled Monday by the head of government after a cabinet meeting exceptionally postponed that date because of the G20 summit.

On Saturday, President Nicolas Sarkozy has gathered around him, in addition to François Fillon, no less than four heavy government Baroin (Economics), Valérie Pécresse (Budget), Xavier Bertrand (Labour) and Roselyne Bachelot (Solidarity). The latter two were probably invited to this first meeting arbitral panel to the floor on what could become one of the leading measures of the new austerity plan: a second "Day of Solidarity."

Brussels and Paris support the plan for Dexia

Sunday, October 9th, 2011

Belgium, France and Luxembourg agreed Sunday a new bailout of Dexia currently under consideration by the Board of Directors of the Franco-Belgian bank, the first victim of the size of the debt crisis of the euro area.

Gathered in Brussels for 15 hours, the directors must endorse a plan intended to lead to a dismantling of the former world number one local government financing, already saved from bankruptcy in 2008 with a public bailout of more than six billion euros.

At midday, after a meeting also attended by the Minister of Finance of the Grand Duchy Luc Frieden, the Belgian Prime Minister Yves Leterme and French François Fillon assured in a joint statement that Brussels, Paris and Luxembourg give their full support to the proposals of management of the banking group.

"The proposed solution, which is also the result of intense consultations with all relevant partners, will be presented to the Board of Directors of Dexia which is responsible for approving proposals," added the two prime ministers.

"The three governments agreed to submit a proposal to the board that fits perfectly with the objectives of the Belgian Government, which involves taking control of Dexia Bank Belgium, secure and make it a bank very safe," he Yves Leterme said on Belgian television.

As part of the dismantling of Dexia, the activities of the Franco-Belgian bank could be split and the most risky assets confined to a separate structure.

Brussels and Paris have to do agree on the guarantees afforded by the two countries to the hive to accommodate the bond portfolio of 95 billion euros in Dexia, hoping not to aggravate the situation of their public finances.

The rating agency Moody's has also increased pressure on the Belgian camp Friday night: it has placed the sovereign rating of Aa1 by explaining kingdom under surveillance will include assessing the costs and liabilities that the state could play in supporting Dexia.

VALUE TEST

Negotiations on the dismantling of Dexia will have a test for investors who want to see in the folder Dexia the ability of European leaders to overcome their differences to solve the banking crisis and the crisis of sovereign debt.

These discussions came as France and Germany have pledged to make a lasting and comprehensive response to the crisis in the euro area for the G20 summit scheduled for early November in Cannes, which will include a recapitalization of banks in Europe.

According to the most likely scenario, the dismantling of Dexia should go through a nationalization of the Belgian branch, Dexia Bank Belgium (DBB), which specializes in bank deposits.The transaction is expected to cost, according to press reports, four billion euros to Belgium.

Another key point of discussion: the distribution of the financial burden of dismantling between Belgium and France, whose participation combined with that of the Caisse des Depots (CDC) is around 25%.

Yves Leterme and Didier Reynders warned Thursday the French government that Belgium would not only rescue the financial burden.

The Belgian state could provide 60% guarantee against 40% for France.

In the Hexagon, the dismantling of Dexia should result in a link-up activities of local governments to finance a structure jointly owned by the Deposit and Postal Bank.

Friday, François Fillon has announced that the Deposit would release three billion euros to finance the French local authorities until a new entity formed by the Deposit and Consignment Office (CDC) and the Postal Bank to take the Dexia relay.

Pending the outcome of negotiations and decisions of the Board, the listing of the Dexia shares was suspended Thursday in Brussels. It will resume Monday morning.

Before the suspension, Dexia shares worth 0.85 euro.

Wall Street ends down due to the European crisis

Friday, October 7th, 2011

Wall Street closed down Friday, affected by the downgrades of Spain and Italy that serve to highlight the concerns of the market response to the crisis of European sovereign debt.

This item came to outperform one another, which had supported the coast much of the session, in this case the statistics of employment in September.

It is also reached at a meeting two days in Paris and Berlin on the theme of the recapitalization of the banking sector.

But Wall Street has followed an upward trend this week, European leaders had been more determined to solve the problems of their banks, but thanks to good economic statistics in the service sector in particular.

Friday Fitch downgraded the rating of Italy a notch and that of Spain in two, citing a worsening debt crisis in the euro area and the risk of fiscal slippage in both countries.

The U.S. economy has created far more jobs than expected, easing fears of a recession but failed to bring down a high unemployment rate.

In September, 103,000 non-farm jobs were created, while economists on average had forecast 60,000 new jobs.The unemployment rate however remained unchanged from one month to the other at 9.1%, a level "unacceptable" for the White House.

"The employment statistics was found to be relatively good but the European question keeps coming up and it seems we can not escape the crisis of European debt," said Thomas Villalta (Jones Villalta Asset Management).

The Dow Jones lost 20.21 points (0.18%) to 11,103.12. The S & P 500 lost 9.51 points (0.82%) to 1155.46. The Nasdaq Composite drops 27.47 points (1.10%) to 2479.35.

On the whole week, the Dow rose 1.7%, the S & P 500 by 2.1% and the Nasdaq Composite 2.7%.

Technically, the S & P-500 is stuck in its trading range in recent months, simply to decline in its lowest foundations.Its range varies from the larger 1100 to 1250 points.

Values, Microsoft sold 0.34%. The European Commission gave the green light Friday the acquisition of Skype by Microsoft for $ 8.5 billion, the largest acquisition ever by the group of Richmond.