Bund Tbond and the bernakka's und trikeko's injection VM199 (1 Viewer)

gipa69

collegio dei patafisici
Fleursdumal ha scritto:
però lo devo dire a tia che dici che l'avucat è in forma, l'ho messaggiato pocanzi e ha un'aurora che dire cicciotta l'è po'o :D :lol: :V

Beh non volevo mettere i suoi problemi in piazza con l'Aurora :D :p
 

Fleursdumal

फूल की बुराई
zacccc un'altra iniezione di 6mld $
come cantava Vasco sono drogato, drogato drogato drogatoooooo , dice mia madre devo andare dal dottore a farmi curare a farmi visitare :D
 

gipa69

collegio dei patafisici
Primo test del recupero avvenuto in area 1450 di cash.... pari ad un bel 5,80% dai minimi.... il floor di breve si è formato.


News che sembrano che sappiano di antico ma chissa....

JPMorgan Faces $1.4 Billion Loss on LBO Loans, Citigroup Says

By Cecile Gutscher

Aug. 17 (Bloomberg) -- JPMorgan Chase & Co., the biggest lender in the leveraged buyout market, may lose about $1.4 billion on loans it can't sell because of the credit crunch, according to an analyst at Citigroup Inc.

Goldman Sachs Group Inc., Deutsche Bank AG and other underwriters of loans to finance leverage buyouts face similar shortfalls, based on the formula that Citigroup analyst Keith Horowitz in New York used to calculate JPMorgan's loss.

JPMorgan is stuck with $40.8 billion of LBO debt, according to Horowitz's estimates, while Goldman is holding $31.9 billion and Deutsche Bank has $27.3 billion. JPMorgan and Goldman were among banks that last month failed to sell $20 billion of loans for the LBOS of U.K. drugstore chain Alliance Boots Plc and carmaker Chrysler LLC.

``The backlog of unsold deals is going to take banks the rest of the year to clear, if not longer,'' said Robin Doumar, who oversees $3 billion of loan funds as managing partner at Park Square Capital LLP in London.

To calculate the mark-to-market losses, Citigroup assumed a 7 percent decline in the price of the high-yield, or leveraged, loans. The bank then assumed half of the loss was offset by hedge gains, underwriting fees and interest from the loans.

The estimates are ``conservative,'' Citigroup said, and assume an equal share to all arrangers in a loan, even though banks leading a deal typically agree to underwrite more than other managers. The estimates also assume prices of the debt remain the same or aren't resold at discounted prices.

Citigroup didn't include Barclays Capital, Royal Bank of Scotland Group Plc or itself in its calculations.

Arrangers of loans seek to reduce the amount they lend by syndicating the credit to a wider group of banks and money managers. The lenders must keep the debt they can't sell.

Citigroup spokesman Duncan Smith said the bank hasn't changed its estimates since the July 26 report, while Horowitz yesterday declined to elaborate on its conclusions.

JPMorgan spokesman Michael Golden in London declined to comment. Goldman Sachs' London-based spokesman Erlendas Grigorovic declined to comment. Deutsche Bank spokeswoman Oonagh Baerveldt in London couldn't immediately comment.




Citigroup's estimates of LBO loans

JPMorgan (JPM) $40.76 billion
Goldman Sachs (GS) $31.88 billion
Deutsche Bank (DB) $27.27 billion
Credit Suisse (CS) $27.16 billion
Lehman (LEH) $21.73 billion
Morgan Stanley (MS) $20.08 billion
Bank America (BAC) $17.84 billion
Merrill Lynch (MER) $16.12 billion

Source: Citigroup, Loan Pricing Corp.

Company Total Debt Arrangers
Alliance Boots $13.5 billion DB, UniCredit, JPM
Alliance Data $6.61 billion CS
Alltel $23.2 billion Barclays, Citi, GS, RBS
Avaya $6.05 billion Citi, JPM, MS
Bausch & Lomb $3.28 billion BAC, Citi, CS, JPM
BCE $33.35 billion Citi, GS, JPM, LEH, MS
Biomet $6.87 billion BAC, BS, GS, LEH, MER, WB
Cablevision $21.16 billion DB, JPM
CDW Corp $4.88 billion DB, JPM, LEH, MS
Ceridian $2.3 billion CS, DB
Chrysler $20 billion BSC, Citi, GS, JPM, MS
Clear Channel $21.48 billion Citi, CS, DB, MS, RBS, WB
Dollar General $5.4 billion Citi, CIT, GS, LEH, WB
First Data $24 billion Citi, CS, DB, GS, HSBC,
LEH, MER
Harman $8 billion BAC, CS, GS, LEH
Harrahs $20.28 billion BAC, Citi, CS, DB, JPM,
MER
Sallie Mae $16.5 billion BAC, JPM
Service Master $4.5 billion BAC, Blue Ridge, Citi,
GS, JPM, MS
Station Casinos $3.23 billion DB, German American
Thomson $4.94 billion Citi, JPM, RBS and UBS
TXU $37.15 billion Citi, CS, GS, JPM, LEH,
MS
US Foodservice $4.92 billion Citi, DB, GS, JPM, MS,
RBS
Total: $291.6 billion

Source: Citigroup, Loan Pricing Corp.
 

gipa69

collegio dei patafisici
Fleursdumal ha scritto:
zacccc un'altra iniezione di 6mld $
come cantava Vasco sono drogato, drogato drogato drogatoooooo , dice mia madre devo andare dal dottore a farmi curare a farmi visitare :D


le commodities ringraziano :D
 

gipa69

collegio dei patafisici
Ora tenteranno di costruire un trading range accettabile in quanto le spinte positive date dalle reazioni alla notizia si scontreranno con l'esigenza di uscire dal venerdì il più scarichi possibili per evitare brutte soprese nel week-end.
 

Fleursdumal

फूल की बुराई
preso pure un mininostrano short , azzo se gli US vanno in negativo oggi sciacquano di brutto , stop a 39000
 

gipa69

collegio dei patafisici
Bene raggiunta l'area 1430/1427 di cash lo spoore dovrebbe fermarsi perchè in caso di nuova rottura di questo livello una situazione parossistica ed anche un po parodistica si potrebbe venire a creare. :p :-o
 

Fleursdumal

फूल की बुराई
gipa69 ha scritto:
Bene raggiunta l'area 1430/1427 di cash lo spoore dovrebbe fermarsi perchè in caso di nuova rottura di questo livello una situazione parossistica ed anche un po parodistica si potrebbe venire a creare. :p :-o

che avvenga la parodistica :D :cool:
 

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