All GLG News Analyses Filed Under: Commercial & Retail Banking

1.An innocent victim caught between subprime hurricane and credit squeeze. 2.Borrowing to invest without adequate savings is creating a false sense of growth. 3.Questionable role of money market intermediaries.

The market is fixated on the unemployment reports as the basis for cutting the Fed Funds rate on Sept 18th. Crying that we need the relief.  I have long argued, and Mr. John Bougearel has pointed out in his post http://news.glgroup.com/cm/Analysis/PostDetail.aspx?pid=16348 that the ever widening...

The  subprime  crisis  refuses  to  die  down. The  continued  infusion  of liquidity by  the  ECB,  Fed  and  other  central  banks  has  only  further  compounded  the  crisis. The  Bank ...

First, the Central Banks have to get the car out of the ditch. The level of interest rates isn't the problem. Rates are still low by historical standards. The liquidity problem in the U.S. is not at the banks; its at the investment banks and hedge funds. This is why cutting the Discount Rate by...

The Italian Senate Finance committee is discussing a bill on the reform of the Popolari banks, such as Banca Popolare Milano (PMI.MI) and Banco Popolare (BP.MI). The reform, if approved, will lead to better rules for the institutional investors, although the principle of 'one shareholder, one vote'...

Although Fed cut the rate and stable the market but the investors knew the cause of low liquidity not solved. With this in mind investors sold asset-backed commercial paper and buy Treasury bills even though the yield is lower than Fed's target rate. Downgrading the credit instrument credit rating...

The actions of the Central Bankers are backfiring. The world capital markets continue to go from crises to crises  week after week. The Bankers refer to the  present crises as one  effecting the  shadow banking system  over  which  they  have  no  control....

The  latest  announcements  by  the  Fed  and  President  Bush  coming  on  the  same  day  are  no  coincidence. They  point  to  a  deep  rooted  concern  about  the  effects ...

The financial system is experiencing a liquidity squeeze in the asset backed commercial paper and sub-prime mortgage markets. But credit is still available to credit worthy borrowers and no money market fund has broken the "buck." While some investors have withdrawn money from money market funds to...

Mr. Weber's analysis of the situation is quite accurate and highlights the areas of information we don't know.  Simply put, this roller coaster ride could be in for another precipitous drop.  It will take wise action on the part of the Federal Reserve and the current Administration...