Comments on: The Great Unwinding | part 1 of 3: 2009 – 2012

By: Where will the innovation come from in financial services? « The Bankwatch

Where will the innovation come from in financial services? « The Bankwatch — Mon, 01 Jun 2009 18:04:24 +0000

[...] has become more of a factor in oversight of banks. In my three part piece earlier this year, The Great Unwinding, (title refers to unwinding of debt and deleveraging of households and institutions) the point was [...]

By: The Aftermath of Financial Crises | study | BankConnections

The Aftermath of Financial Crises | study | BankConnections — Tue, 26 May 2009 17:41:49 +0000

[...] prefer to think of this as a shift that will profoundly change things for the next few years, with some good and some not so good elements in that shift. It may be [...]

By: The Aftermath of Financial Crises | study « The Bankwatch

The Aftermath of Financial Crises | study « The Bankwatch — Mon, 25 May 2009 14:44:31 +0000

[...] prefer to think of this as a shift that will profoundly change things for the next few years, with some good and some not so good elements in that shift. It may be [...]

By: Blank will step down from Lloyds | FT « The Bankwatch

Blank will step down from Lloyds | FT « The Bankwatch — Sun, 17 May 2009 22:52:06 +0000

[...] in UK and US, the influence of government is significant within large Banks, and as discussed earlier, the arrival of the political dimension is [...]

By: Banks have broken their social contract with corporates and government | “what are banks for” « The Bankwatch

Mon, 30 Mar 2009 22:27:41 +0000

[...] I keep going back to the predictions formed based on my own research over the past 2 years and summarised here in Feb 09, that, broadly, concludes we will see two tiers of banking service models. … however [...]

By: The endgame for banks - sloggers or innovators « The Bankwatch

The endgame for banks - sloggers or innovators « The Bankwatch — Fri, 27 Feb 2009 16:31:28 +0000

[...] and supported the idea that the inevitable nationalization of the sloggers, will result is a set of financial utilities, more akin to electricity and water providers to your [...]

By: The Economic Outlook for 2009 and Community banks | Yellen SF Fed « The Bankwatch

Fri, 27 Feb 2009 06:33:46 +0000

[...] There are some dire predictions in this piece. In any event it is a reasonable summary of the conditions that Community banks in particular in the US face. I have pasted fairly extensively but bolded some key highlights for ease in locating points of interest. Note the reference to ’systemically important” banks, and “removal of bad assets” which point in the direction of the large banks becoming financial utilities. [...]

By: UK government, RBS, and Lloyds begin the bad asset removal process « The Bankwatch

Mon, 23 Feb 2009 03:17:12 +0000

[...] a comment » In the first real appearance of specific moves towards the inevitable Great Unwinding RBS announce plans to reduce their balance sheet by [...]

By: Some perspective on GDP, and America’s ability to “come back” « The Bankwatch

Sun, 15 Feb 2009 21:42:05 +0000

[...] do worry about the debt levels in the world [The Great Unwinding], reflected in the banking system. The pending impact of revaluation of that debt to accomodate [...]