Ovvero: Pararsi un po' il cul* in questo pazzo pazzo mondo di carte filigranate, iperfinanza globalizzata e picco delle risorse

mercoledì 7 ottobre 2015

Bloomberg: Glencore, il gorilla da 100 miliardi nella stanza

Immagine: Bloomberg

Forse i debiti colossali che Glencore deve sistemare non ammontano a circa 10 miliardi di dollari ma ... dieci volte tanto?! Pare che lo affermino diversi analisti e centri studi di banche


Bloomberg - Banks' Glencore Exposure Is a $100 Billion `Gorilla,' BofA SaysStephen Morris - October 7, 2015
Global financial firms’ estimated $100 billion or more exposure to Glencore Plc may draw more scrutiny as regulatory stress tests approach after the commodity giant’s stock plunge this year, according to Bank of America Corp. 
(...) “The banking industry may have significantly more exposure to Glencore than is generally appreciated in the market,” analysts including Alastair Ryan and Michael Helsby said in a note titled “The $100 Billion Gorilla In the Room.” The commodity-price bust and “stress in Glencore’s share price and debt spreads may spur a review by investors, supervisors and bank management,” while “bank shareholders may pressure managements to reduce exposures,” they said. 
Loans to the industry have come under scrutiny as the price of oil, copper and other commodities fell to the lowest in 16 years amid weakening demand from China. 
Glencore, the Swiss producer and trader of commodities ...

Vedere anche il post relativo dei Tylers:

Zero Hedge - As A Shocking $100 Billion In Glencore Debt Emerges, The Next Lehman Has Arrivedby Tyler Durden, 10/07/2015 
In the clip below, starting about 2:30 in, CNBC's Brian Sullivan gets into a heated spat with Gait over precisely how much debt Glencore really has, with one saying $45 billion the other claiming it is a whopping $100 billion. ...

tutto dai Tylers

1 commento:

  1. Mi sembra come nel 2008.
    Tutti i coperchi stanno saltando, mostrando le reali perdite accumulate.

    RispondiElimina