Tuesday, June 17, 2014

Wednesday June 18 Housing and Economic stories


BNP Fine Stirs French Anger, Pressuring Hollande to Act - (www.bloomberg.com) A potential $10 billion U.S. penalty against France’s largest bank BNP Paribas SA (BNP) for its alleged dealings with Iran and other sanctioned nations, is stirring outrage in the country. It is putting pressure on President Francois Hollande, who hosts Barack Obama this week to mark the 70th anniversary of D-Day, to protect the bank from the American onslaught. Le Monde in its May 31 edition called the possible fine a “masterful slap.” Le Figaro newspaper said the U.S. was making an example of BNP to deflect criticism it had been “lenient with the American banks responsible for the financial crisis.” Hollande may raise the matter with Obama this week, Les Echos reported today, without citing anyone. U.S. authorities are seeking to impose the fine to settle allegations that BNP transferred funds for clients in violation of sanctions against SudanIran, and Cuba, according to people familiar with the investigation. The fine could be the largest criminal penalty in the U.S., eclipsing BP Plc’s $4 billion accord with the Justice Department last year.

RBS could fail due to ‘£100bn black hole' - with British taxpayers in line to lose their entire £45bn stake - (www.independent.co.uk) British taxpayers risk losing their entire £45bn stake in Royal Bank of Scotland (RBS) which is in grave danger of failing within 10 years, according to an explosive new book. A new study of the disgraced bank, which brought the UK to the brink of financial ruin, reveals RBS still has a £100bn “black hole” in its finances due to “five broad areas of alleged criminality and wrongdoing”. They include the mis-selling of financial products such as payment protection insurance, the alleged duping of investors who were persuaded to plough more than £12bn into RBS shares just before the banking crash in 2008, further fallout from the Libor scandal, and current criminal investigations into the manipulation of the £3trn-a-day foreign exchange markets. Shredded: Inside RBS, The Bank That Broke Britain, by the financial journalist Ian Fraser, concludes that the governments led by Gordon Brown and David Cameron have “let the people of Britain down” by failing to reform RBS after it received its mammoth bailout under the stewardship of former chief executive Fred “The Shred” Goodwin.

U.S. Making 'Important' Mistakes, Chinese General Says - (online.wsj.com) Chinese defense officials reacted furiously to U.S. Defense Secretary Chuck Hagel's assertion that China has undertaken destabilizing actions as it pursues its territorial ambitions in the South China Sea. Rebutting Mr. Hagel's remarks, offered in a speech Saturday at the Shangri-La Dialogue, a regional security summit in Singapore, Maj. Gen. Zhu Chenghu told The Wall Street Journal that the charges are "groundless" and that "the Americans are making very, very important strategic mistakes right now" in their approach to China. Gen. Zhu, who is a professor at China's National Defense University, accused Mr. Hagel of hypocrisy in his assessment of the region's security landscape, suggesting that in his view "whatever the Chinese do is illegal, and whatever the Americans do is right." Rather than lecture and accuse China, Gen. Zhu said that the U.S. "should treat China as an equal partner, instead of as an enemy."

Unstoppable $100 Trillion Bond Market Renders Models Useless - (www.bloomberg.com) If the insatiable demand for bonds has upended the models you use to value them, you’re not alone. Just last month, researchers at the Federal Reserve Bank of New York retooled a gauge of relative yields on Treasuries, casting aside three decades of data that incorporated estimates for market rates from professional forecasters. Priya Misra, the head of U.S. rates strategy at Bank of America Corp., says a risk metric she’s relied on hasn’t worked since March. After unprecedented stimulus by the Fed and other central banks made many traditional models useless, investors and analysts alike are having to reshape their understanding of cheap and expensive as the global market for bonds balloons to $100 trillion. With the world’s biggest economies struggling to grow and inflation nowhere in sight, catchphrases such as “new neutral” and “no normal” are gaining currency to describe a reality where bonds are rallying the most in a decade.

HUD to Resolve Key Reverse Mortgage Issues Going Forward - Mandelman Matters – (mandelman.ml-implode.com) Issue #1: The Non-Borrowing Spouse: “Non-borrowing spouse,” is the term used to describe the situation when a younger spouse is not included on the reverse mortgage so that the couple receives more money than would be possible were the younger spouse included.  (The older you are the greater percentage of the equity you can borrow using a reverse mortgage, in case you’ve forgotten.) When the older spouse, and only “mortgagor,” died, the younger spouse would have to either refinance to pay off the reverse mortgage, something most couldn’t do for any number of reasons, or sell the home and move out… but lately there have been several younger spouses saying that they didn’t know the ramifications of not including them on the reverse mortgage, and that they wanted to keep the home anyway, with having to refinance or sell as the contract dictated. Now, I would think that the mandatory HUD counseling would have made certain that the couple knew the ramifications of removing the younger spouse from the loan.  And if that wasn’t enough, it’s also highly likely that the couple was also required to sign a separate disclaimer acknowledging that they did in fact know what they were doing by omitting the younger spouse.





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