Thursday, May 1, 2014

Friday May 2 Housing and Economic stories


Russia on brink of financial crisis as showdown with West escalates - (www.telegraph.co.uk) Country's private companies shut out of global bond markets, raising prospect that they may need state support. Russia is at increasing risk of a full-blown financial crisis as the West tightens sanctions and Russian meddling in Ukraine pushes the region towards conflagration. The country’s private companies have been shut out of global capital markets almost entirely since the crisis erupted, causing a serious credit crunch and raising concerns that firms may not be able to refinace debt without Russian state support. “No Eurobonds have been rolled over for six weeks. This cannot continue for long and is becoming a massive issue,” said an official from a major Russian bank. “Companies have to roll over $10bn a month and nothing is moving. The markets have been remarkably relaxed about this, given how dangerous it is. Russia’s greatest vulnerability is the bond market,” he said.

How Important Are Hedge Funds in a Crisis?  - (SF Fed at www.frbsf.org) During the 2007–09 financial crisis, commercial banks, hedge funds, and investment banks suffered huge losses from investments that were exposed to housing markets. In fact, in 2008 the International Monetary Fund estimated that these types of institutions, along with insurance companies, had lost a combined $1.1 trillion. One of the important lessons from the crisis is that systemic risk due to linkages between different types of institutions are significantly underestimated in most widely used risk measures, such as value at risk. Standard measures need to be adjusted to adequately reflect spillover effects among different parts of the financial system. Further, designating which financial institutions are deemed systemically important could depend on identifying to what degree distress in one institution spills over to other parts of the financial system. 

Ukraine troops seize airfield from pro-Russian forces - (www.usatoday.com) Ukraine's acting president launched an "anti-terrorism operation" in the strife-storm eastern regions Tuesday and said Ukrainian troops had "liberated" an airport from pro-Russian forces about 120 miles from the Russian border. The mayor of Kramatorsk, in Ukraine's Donetsk region, said Ukrainian troops had taken control of the airfield, the Associated Press reports. The AP reported heavy gunfire in the area. RT.com reported that four people were killed and two injured in the takeover, but the casualty figures could not be independently confirmed. Another Russian news service, RIA-Novosti, quoted a representative of a pro-Russian militia as saying that at least two protesters were wounded in the attack on the airfield.

Mexico bank regulator, Citigroup report second fraud at Banamex  - (www.reuters.com) Citigroup and Mexico's bank regulator on Monday said they uncovered a second fraud at Citi's local unit Banamex, as part of a wider investigation following the discovery in February of fraudulent loans to oil services company Oceanografia. Mexico's National Bank and Securities Commission (CNBV) said the investigation found another company with under $30 million in fraudulent loans. Citigroup (C.N) in February said it found $400 million in bad loans at Banamex, Mexico's No.2 bank by assets, made to Oceanografia and backed by apparently fraudulent invoices to state-owned oil company Pemex. Citi, in the course of reviewing over $14 billion in financing, found a second company that had also received loans backed by Pemex receivables that had "similar issues" to Oceanografia, Chief Financial Officer John Gerspach said on a call discussing the bank's first-quarter results.

Russia Pulls Debt Auction as Yields Climb After Ukraine Violence  - (www.bloomberg.com) Russia canceled its second ruble bond auction in a row and sixth in the last seven weeks as yields jumped the most in a week yesterday after protests in eastern Ukraine turned violent. The Finance Ministry pulled tomorrow’s sale, citing “current market conditions” in a statement on its website today. The yield on Russia’s ruble debt due February 2027 fell three basis points to 9.10 percent as of 1:16 p.m. in Moscow after jumping 13 basis points yesterday. Tensions intensified over the weekend after deadly clashes between Ukrainian security personnel and separatists who have seized police and government buildings across eastern Ukraine. The U.S. and Russia plan to proceed with four-party talks in Geneva later this week. “It’s still too expensive for them,” Yulia Safarbakova, an analyst at BCS Financial Group in Moscow, said in e-mailed comments.





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