Y hoy por qué bajan los bancos españoles?

yo no entender nada de nada.

7.88 BBVA..?

Alguien que no es español está vendiendo a saco bonos a 10 años españoles

Probablemente porque Moody´s ha establecido que las pérdidas económicas para las entidades financieras españoles alcanzarían los 176.000 millones de euros de los que solo unos 88.000 se habrían reconocido.

Saludos

Mira esto...//Por cierto estoy de MOODYS hasta los mismísimos, a ver si bajan el rating a Goldman Sachs o JPMorgan si tienen huevecillos.

Spanish commercial banks and unlisted savings banks need about €17bn ($22.8bn) in extra capital to cope with unrealised losses in their domestic operations, largely as a result of the collapse of the property market bubble since 2007, according to Moody’s, the credit rating agency. In a report published on Monday, Moody’s said its “base case” calculation of lifetime losses for the whole Spanish system was €176bn – up from an estimated €108bn just over a year ago – of which only €88bn had been recognised through writedowns and provisions. After taking into account a year’s predicted earnings, tax credits and the €10.6bn already requested from the official Fund for Orderly Bank Restructuring (Frob), Moody’s put the net capital shortfall at €17bn, of which €12bn applied to the cajas, the country’s savings banks. In its “stressed scenario”, total Spanish banking losses rise to €306bn. “The magnitude of the deterioration under this stressed scenario exhibits the banks’ vulnerability to an economic scenario of a double-dip recession,” Moody’s said. Spain’s bankers and regulators say most of the country’s financial institutions have so far weathered the global financial and economic crisis of the past two years with relatively little damage. Moody’s ranks Spanish banks on average well above those of Germany and the UK in terms of financial strength. Yet bankers are contemplating the next few months with trepidation, as the Spanish financial system remains heavily dependent for liquidity on wholesale financing in the international markets – and will be competing for investment with the eurozone’s debt-dependent sovereign governments. After a respite late in the summer, when stronger financial institutions again began issuing covered bonds and other kinds of debt, the €85bn bail-out of Ireland agreed in November has again all but closed the credit taps. The Bank of Spain, which regulates lenders, is struggling to restore international confidence in Spanish banks. Although the Frob can legally raise and deploy up to €99bn, it currently has plans to issue only a further €2bn to capitalise cajas involved in mergers and restructurings, on top of the €12bn it has in capital and borrowings. In a speech on Monday, Miguel Angel Fernández Ordóñez, Bank of Spain governor, compared the Frob’s loans to Spanish cajas with the “huge quantities of public money” used to rescue banks in other countries. While the Frob could invest more if needed as a backstop, he said, “it is absurd to inject public money if it’s not necessary”. Mr Fernández Ordóñez has told banks to provide more data on bad property loans to improve transparency and soothe nervous investors. But he has also complained about markets assuming that Spain must inevitably suffer the same banking problems as Ireland, where total banking assets and credit to construction companies and property developers made up a much greater share of gross domestic product

Gracias Enrique.

El caso extremo son 306.000 millones de pérdida...uffff

Popular ha tocado la media de 100 sesiones 4.14

Lo digo orientativamente para que sigan a otros bancos que están por encima de su media de 100 sesiones diaria...BBVA Y SAN para ver posibles zonas de proyecciones .

BBVA 7.75/7.77 me sale
SAN 8.04/8.07

Mirad los CDS sólo sube el español,que raro..

5YR 5YRGERMANY 51/55 +0 GREECE 890/920 -5FRANCE 100/104 +0 PORTUGAL 438/468 -9DENMARK 41/45 +0 SPAIN 329/339 +2NORWAY 19/23 +0 ITALY 201/211 -2NETHERLANDS 57/61 +0 IRELAND 535/555 -10FINLAND 29/33 +0AUSTRIA 89/95 -1 *USA 5yr 41 Mid Indication*BELGIUM 185/205 -5SWEDEN 30/34 +0UK 64/69 +0

Lo malo que las cifras de Moodys se acercan mas a la realidad que las oficiales y esto lo perciben los mercados y por consiguiente los mercados castigan a los bancos indiscrimandamante yo me pregunte porque de una vez por todas no hay una transpariencia cristalina si es mala se depura pero se acabo la incertidumbre hoy a vigilar la nueva emision de deuda por parte del tesoro español me imagimo que con jugoso aumento de la prima de riesgo

un saludo

Estás viendo el bono a 10 años¡?

Si se esta disparando a la espera de la acogida de las nuevas emisiones de deuda en pocos minutos salimos de dudas

un saludo

Pero quien va a comprar deuda española? El propio BCE? porque YO NO METO NI UN DURO...