Una señal buena para los que hayan entrado al cierre.
A las 20.00 hrs
ha salido un rumor que beneficia a 35 bancos norteamericanos donde les rebajarían las necesidades de capital del 3% al 2,5% ( una especie de cuenta de reservas)....
Por lo tanto ,los cortos de banca se están empezando a cerrar.
Repito es un rumor...
Nothing like the Criminal Reserve announcing at 2pm on Friday, just as the market was about to flush all stops to the bottom that the already laughable 3% capital charge buffer (initially expected to be 9%) required by Basel may be reduced even more (according to NY Fed mouthpiece Steve Liesman, a hypothetical which will likely be refuted before long), probably down to 2-2.5%. This number is woefully inadequate to protect financial companies from the the material capital infusion that will be needed post the onboarding of $200+ trillion in OTC derivatives to exchanges as we reported previosuly, but who the hell cares: must kick the can down the road one more day.
* para que veaís que no todo es el fin del mundo, os dan un poco más de vidilla:)