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INVESTOR IN THE FAMILY Radio

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Now displaying: Page 1
Oct 4, 2016

Overview

  • Deutsche Bank equity and debt securities plunged on after reports that “hedge funds had withdrawn money held as collateral at the bank for their derivatives transactions and other positions.”
  • This sounded very Lehman like to investors
  • Deutsche’s Chief, John Cryan has said that DB has strong fundamentals and the reports of hedge funds had aroused unjustified concerns.
  • WSJ reported that some hedge funds who had pulled money also handsomely profited from by shorting DB.
  • DB was not and is not going to fail. The DOJ $14B penalty isn’t realistic either
  • The big worry is DB’s $60T derivatives book (the gross exposure of the bank’s contracts)
  • “DB’s net exposures are sufficiently large to blow up the financial system.”
  • All this could impact U.S. homeowners via interest rates
  • “Dollar Funding Stress is Back”
  • If rising LIBOR impacts housing, could put more stress on Fed to not raise rates
  • Bloomberg says 59% chance of raise in Dec, but odds are against chances of rate increase in 2017

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