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Covid-19

The Appeal Of Investing In Banks Is Very Strong (The Corner)

June 23, 2020 | File Under: , , , ,

“If we assume there will be no break-up of the euro, and that banks will not need significant capital hikes, the appetite for investment is very strong. Average revaluation expectations are close to 100% within a 1-2 year period.” – by Ofelia Marín-Lozano

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A new credit cycle ushers in fresh class of European NPLs (GlobalCapital)

“Just when it looked as though the European NPL tide was at last beginning to fall, 14 years on from the start of the great financial crisis, a new surge of NPLs is on the horizon.  It’s time to launch the securitization lifeboats.” – by Tom Brown

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First European CLOs Fail Key Test Amid Strain of Pandemic Impact (Bloomberg)

June 23, 2020 | File Under: , , ,

“Cracks have appeared in the defenses of European collateralized loan obligations for the first time since the last financial crisis as portfolios buckle under the strain of the coronavirus pandemic.” – by Sarah Husband

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How will COVID-19 impact Brexit? (Bruegel)

May 27, 2020 | File Under: , , ,

“Talks have been delayed, the negotiators themselves have been sick and policymakers have needed to give their full attention to fighting the virus. Nevertheless, the U.K. continues to insist it will not ask for or accept an extension in June, the current deadline for establishing such measures. As a result, European politics is back to its […]

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Leveraged loan downgrades continue threat to Europe’s CLO investor base (S&P Global)

May 5, 2020 | File Under: , , ,

“A credit rating downgrade wave of historical proportions is following in the wake of economic disruption caused by COVID-19.” – by David Cox

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France lifts lid on gradual virus deconfinement plan (Euractiv)

April 29, 2020 | File Under: , , ,

“Prime Minister Edouard Philippe unveiled, in a speech to MPs before the National Assembly, the outlines of the country’s deconfinement plan, which is due to begin on 11 May.” – by Cécile Barbière and Daniel Eck

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Greece unveils plan to loosen lockdown (Ekathimerini)

April 29, 2020 | File Under: , , ,

“The plan will unfold in three phases – from May 4 to mid-June – and, depending on the data, it will change accordingly.”

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Spain’s prime minister announces coronavirus deescalation measures

April 29, 2020 | File Under: , ,

“The transition to a “new normality” will last six to eight weeks, explains Pedro Sánchez, with continuing restrictions on travel to other provinces and Spanish islands.” – by Carlos E. Cué, Javier Salvatierra and Isabel Valdés and Simon Hunter

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Government Ownership in the Post Virus World (Harvard Law School Forum on Corporate Governance)

“Faced with a choice of lending to or investing in failing national champions, a number of governments have opted for the latter, nationalizing airlines, hospitals, automotive firms and other ‘crown jewels’.” – by Alissa Kole Amico

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World’s Economic Programs Against COVID-19 (HowMuch)

April 13, 2020 | File Under: , , , , ,
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