Monday, February 8, 2016

Tuesday February 9 2016 Housing and Economic stories


Who Gets to Pay for the Italian Banking Crisis? - (www.wolfstreet.com)  Six years after Europe’s sovereign debt crisis began, the Eurozone’s third largest economy, Italy, has finally decided to do what just about every other country has done when facing a full-blown, almost out-of-control banking crisis: to set up a bad bank to hide its worst debt. It was only a matter of time: in the last six years, Europe’s economies have been drowning in an ever-expanding vitrine of bad debt — and none more so than Italy, where non-performing loans have soared to more than 350 billion euros, a fourfold increase since the end of 2008. At 18%, Italy’s ratio of nonperforming loans is more than four times the European average (and Europe’s banks are in worse shape than America’s). It’s the equivalent of 21% of GDP in a country that boasts Europe’s second highest public debt-to-GDP ratio (130%), just behind Greece, and where the banks hold over 70% of the country’s debt.

Goldman Sachs Calls Brazil a ‘Mess’ After Warning on Depression - (www.bloomberg.com) Goldman Sachs Group Inc. said the crisis in Brazil will get worse before it gets better after the bank last year warned that Latin America’s largest economy was being dragged into a depression. “Brazil is a mess,” Alberto Ramos, the chief Latin America economist at Goldman Sachs, said at an event organized by the Brazilian-American Chamber of Commerce in New York on Wednesday. “Number 10 used to mean Pele. Now it’s inflation rate, unemployment rate and the popularity rate of the president." President Dilma Rousseff’s popularity is among the lowest of any Brazilian president on record as her party fights corruption allegations while inflation above 10 percent erodes purchasing power and the sinking economy sheds jobs. The nation is headed toward the deepest recession in a century amid the threat of further credit-rating downgrades after Brazil was cut to junk last year.

Capital controls no longer taboo as emerging markets battle flight - (www.ft.com)  Faced with big outflows more policymakers are suggesting unorthodox methods.  When Haruhiko Kuroda, governor of the Bank of Japan, suggested last week that China should use capital controls to support its currency, it was as if he had broken a taboo. Asked if she approved, Christine Lagarde, managing director of the International Monetary Fund, sitting with Mr Kuroda on a panel at the World Economic Forum in Davos, dodged the question — although she did agree that it would be unwise for Beijing to burn through its foreign exchange reserves to support the renminbi.

Another Town Just Got Caught Covering Up Lead Contamination In Its Water Supply - (www.zerohedge.com) Residents in Sebring, Ohio, can commiserate with those in Flint, Michigan, considering their water supply has also been contaminated with lead that “exceeds the action level,” according to the state’s EPA. Like Flint, the case of Sebring — involving some 8,100 water customers in Sebring, Beloit, Maple Ridge, and parts of Smith Township —already has the appearance of criminal negligence and a possible cover-up. “The first the notifications were discussed with the EPA and my staff was [Thursday] morning [January 21],” said Village of Sebring Manager Richard Giroux, as reported by WKYC. This statement is virtually inexplicable, as evidenced by an Ohio EPA notice posted by WKBN, dated the same day, that the village was in violation for its failure to inform residents back in November of elevated lead levels in the drinking water supply.

US energy M&A hits 5-year low as oil patch enters 'survival mode': Report - (www.cnbc.com) Dealmaking in America's oil patch plunged to a five-year low in the fourth quarter as corporations preserved cash in the face of falling crude prices and tight capital markets. The U.S. energy sector announced 42 deals worth $50 million or more for a total of $31.6 billion in mergers and acquisitions in the closing months of 2015, according to PricewaterhouseCoopers. For the full year, 179 deals worth a combined $196.1 billion were announced, down from 278 deals worth $304.4 billion in 2014. The declines in energy M&A came as global dealmaking across industries surpassed $5 trillion in 2015 for the first time on record.



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