Sunday, January 27, 2013

Monday January 28 Housing and Economic stories


TOP STORIES:

Government house loan guarantees ensure the misallocation of credit - (www.ochousingnews.com) Government interference in credit markets isn’t new:::   Bastiat, Frédéric — (1801-1850): At all times, but especially in the last few years, people have dreamt of universalizing wealth by universalizing credit. I am sure I do not exaggerate in saying that since the February Revolution the Paris presses have spewed forth more than ten thousand brochures extolling this solution of the social problem. This solution, alas, has as its foundation merely an optical illusion, in so far as an illusion can serve as a foundation for anything. These people begin by confusing hard money with products; then they confuse paper money with hard money; and it is from these two confusions that they profess to derive a fact. In this question it is absolutely necessary to forget money, coins, bank notes, and the other media by which products pass from hand to hand, in order to see only the products themselves, which constitute the real substance of a loan. For when a farmer borrows fifty francs to buy a plow, it is not actually the fifty francs that is lent to him; it is the plow. And when a merchant borrows twenty thousand francs to buy a house, it is not the twenty thousand francs he owes; it is the house.

Spain’s Shrinking Bank Network Leaves CaixaBank Top-Heavy - (www.bloomberg.com) CaixaBank SA is among lenders that look increasingly bloated as Spain’s economic slump adds pressure on banks to cut branches after the busted credit boom. CaixaBank has 6,631 branches to serve its 13.2 million customers, or one branch per 1,991 clients. That compares with 3,093 clients for each of the 4,752 Spanish branches run by Banco Santander SA, the country’s biggest lender, and 3,215 customers at Banco Popular Espanol SA. An economic crisis afflicting Spain follows a decade-long credit boom that saw the number of bank branches surge to the highest per capita in Europe. While lenders including Bankia and Santander have announced plans to close more than 2,000 branches in an economy already grappling with a recession and the region’s highest jobless rate, banks may have to shrink further. “Spain has this problem that it is excessively banked,” said Alvaro Cuervo, director of the University College of Financial Studies in Madrid. “It’s not over.”

Deep Cuts Raise Questions About Morgan Stanley - (www.nytimes.com) When Morgan Stanley’s top executives gathered in mid-September at the Gramercy Park Hotel in Manhattan to discuss strategy, some participants complained that the room was too small. Apparently, that was the point: James P. Gorman, Morgan Stanley’s chief executive, chose the cramped quarters to force discussion among the executives, said people briefed on his decision but not authorized to speak on the record. These days, it is the Wall Street firm that is finding itself a bit boxed in. Regulatory demands, weak markets and lower credit ratings have weighed on all banks, but perhaps more so on Morgan Stanley, the smallest of the big Wall Street firms. In the three years that Mr. Gorman, 54, has been at the helm, the bank has been progressively shrinking its business of trading bonds, commodities and other investments and expanding into wealth management.

Danish Mortgage Banks Mull Lifeline to Homeowners: Nordic Credit - (www.bloomberg.com) Denmark’s $500 billion mortgage industry is looking at how to keep struggling homeowners afloat as the nation’s push into interest-only loans a decade ago now threatens a jump in losses amid rising unemployment. Loan writedowns for mortgage banks in Denmark jumped 51 percent in the first half of last year, according to a report released last month from the financial regulator. Losses rose 17 percent in 2011, compared with a 25 percent drop in provisions at 35 of Germany’s largest credit banks and a 55 percent drop in net loan losses at Sweden’s mortgage lenders. Loans that allow principal payments to be postponed by as many as 10 years now comprise more than half of outstanding mortgages after being introduced in 2003. Denmark’s two mortgage banking groups, whose members include Nykredit A/S, Europe’s biggest issuer of home-loan backed bonds, are in talks with regulators on how to help homeowners unable to meet principal payments or refinance into similar loans.

House Builders Lobby Weakens Drywall Legislation - (www.propublica.org) Last week, federal lawmakers trumpeted the passage of the Drywall Safety Act of 2012 as a bipartisan victory for thousands of homeowners harmed by contaminated drywall. "This is a bill about protecting American families — their health and financial well-being," said Rep. Scott Rigell, R-Va., the measure's primary sponsor in the House. "It is up to Congress to ensure that preventative standards are in place so no American family is faced with the hardship and heartache from contaminated drywall ever again." But the bill doesn't actually set preventative standards. Instead, it asks an industry association committee comprised mostly of drywall manufacturers and builders to develop voluntary limits on sulfur content in drywall for the government to enforce.





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