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  1. Newsletter 31 - 19/06/2015

    Newsletters

    assistance (ELA) funding of Greek banks to 74.4 billion at the end of April, up from zero... 40.8 percent in Q1, up from from 39.9 percent in Q4. In absolute numbers, NPEs exceeded 100 billion... The Turnover Index in Industry fell by 2.3 percent in April for the sixth straight monthly drop. The decline

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  2. Bank recap and NPL management create conundrum in bailout talks
    Photo by MacroPolis

    Economy

    Greek banks’ possible capital needs. In addition, a total envelope of up to 25 billion euros would... and large companies the key criterion would be the EBITDA, whilst for housing loans the anticipated drop...). A bad bank would offer a more rapid clean-up of banks’ balance sheets, yet it poses a moral hazard

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  3. Greece sees deposit inflows, of 449 mln, in August for first time since Sept 2014
    Photo by MacroPolis

    EconomyMacroeconomy

    bailout programme in mid-August. The outstanding balance edged up to 121.14 billion in August... - which also incorporate general government as well as euro and non-euro area residents – edged up... billion to 124.06 billion in August. This mainly reflected a similar drop in the Emergency Liquidity

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  4. Portuguese election: Where those who lost may decide
    Photo by Alessandro Grussu via Flickr https://flic.kr/p/ffhoRc

    Agora

    is that it will probably be those who lost that will clear up this uncertainty rather than the election winners... rate in Portugal will drop this year almost 1 point compared to April estimates, although growth... going to allow the coalition to rule or will he wait for the right moment to trip it up? Also

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  5. Industrial production rebounds strongly in August with 4.5 pct rise

    EconomyMacroeconomy

    industrial grouping showed only one posted a sharp drop, namely capital goods (down 24.7 percent... in July. The August performance largely reflects soaring consumer durables production (up 44.9 percent) followed by intermediate goods (up 13.3 percent). On the other side of the spectrum, capital goods

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  6. Final structure of bank recap taking shape, cautious optimism for outcome
    Photo by MacroPolis

    Economy

    identified in the AQR and baseline stress test. The additional capital shortfall up to level... plummeted to just 3.2 billion, following a sharp drop in bank share prices that started in December 2014... capital by up to 585 million under the best-case scenario of full participation in the offer via

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  7. Sharp increase for Greek bank provisions in Q2 due to capital shortfall highlighted by ECB

    EconomyBanking

    on the back of lower deposit cost, leading core PPI (excluding one-off items) up 1.1 percent QoQ... in Q1. The NPL ratio edged up to 34.3 percent in Q2 from 34 percent in Q1, while the NPL formation... by 0.7 percent to 38.1 billion in Q3 after a shaper drop by 15 percent QoQ in Q2. As a result, the L/D

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  8. EC sees milder Greek recession in 2015, debt ratio to climb to 200 pct in 2016
    Photo by Stuart Chalmers via Flickr https://flic.kr/p/49JB98

    Economy

    , private consumption is expected to drop 1.3 percent in 2015 and1.7 percent in 2016, before... of the recapitalisation process. The unemployment rate is seen at 25.7 percent in 2015, edging up to 25.8... of over 1 percent of GDP in the second half of 2015 and up to 4 percent of GDP cumulatively by 2017

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  9. Newsletter 53 - 27/11/2015

    Newsletters

    , the HFSF share (via non-restricted voting rights) would drop to 1.5 percent from its current level... Netanyahu in Jerusalem and talked up the prospects of Greece and Israel working together, particularly... to him being ousted from ANEL but refusing to give up his parliamentary seat. In contrast, one

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  10. Time deposit rate slips 12 bps in Oct, average loan rate rises by 29 bps

    EconomyMacroeconomy

    rate corresponds to a new low in the period since Greek joined the euro. The cumulative drop by 75... edged up by 12 bps to 2.48 percent in October. The rate for consumer loans without a fixed maturity... of Greek banks at higher levels, up by 36 bps to 4.46 percent in October, which also represents the highest

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