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Nomura: Q2, Q3 beslissend voor euro

24 05 12 - 23:35

De komende kwartalen zijn 'beslissend' en de laatste twee maanden zien we 'nieuwe tekenen van verslechtering' van de eurocrisis. "We gaan een nog gevaarlijkere fase in". Dat zeiden Des Supple en Jens Nordvig , Managers Fixed Income bij zakenbank Nomura, donderdag tijdens een analistenbijeenkomst. Supple wijst op Griekenland, problemen van Spaanse banken, ontoereikend beleid van de ECB, en terugtrekkende bewegingen in Noord-Europa. "We hebben QE nodig om slechte assets bij banken weg te halen".

Van Business Insider:

"Over the last two months, we've seen a new face of deterioration," Nordvig told analysts. "The most important element is what euro investors themselves are doing...It is very, very rare to see investors accumulate foreign assets in a bear market, so this tells me that we are essentially entering a new, even more dangerous point in the crisis." (...) "We need QE to happen. Our core view is you will need QE," Supple said, explaining that it "will be focused on taking [sovereign debt] assets away from the banks" in order to cleanse their exposures to troubled sovereigns. That said, "it won't happen until things get a whole lot worse." Gebruikte Tags: banken, ecb, economie, euro, geopolitiek

'Impasse EU over bankenunie'

Editors Choice -- Woensdag 15 Mei 2013 at 11:15 pm

Van weekblad Der Spiegel: European leaders had hoped to quickly finalize plans for an EU banking union to regulate bank bailouts and provide a roadmap for unwinding insolvent financial institutions. But with the German election looming, Berlin is wary of moving forward. The result could be a lengthy delay.

Populairst: 'Schulden Nederland kan euro opblazen'