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Daily Archives: 4th February 2019

4th February 2019

Perceptions can sometimes be wrong | Bank Capital Insights

Italian banks may be the focus but the French banks may need a re-assessment

Without a doubt an Italian recession or political crisis will have significant impact on the Italian banks given the amount of government debt they hold and the ongoing reliance on ECB for funding.  And these issues are well documented and no real surprise and hence no point in pretending otherwise.

There was this Bloomberg article today outlining the exposure numbers and why everyone is scared of Italy.

However, it seems that credit market (especially subordinated debt) investors seem to perceive that the French banks are in a much better position….

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