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All Blog Posts Tagged 'XLF' (5)

SMF Notes 14:13 XLF Follow Up to Capital Buffer 14:06 Comment -Update-

One of the biggest headwinds for financials the past week is the announcement that the Fed was looking to put the additional capital buffer for SIFIs (Systemically Important Financial Institutions) at 3%. This would bring the amount of capital to assets a bank holds to 10% under the Basel III rules (7% for all institutions plus an additional 3% buffer for SIFIs). The 3% was at the high end of expectations. The headline that the banks may only need to hold an… Continue

Added by ken flagg on June 10, 2011 at 3:28pm — No Comments

SMF Notes XLF RBC Capital Mkts discusses Basel III affect on TARP banks

RBC Capital notes, based upon the new Basel III capital ratios, many TARP banks have capital ratios that exceed the new requirements. RBC believe banks with TARP may be able to make a case for paying back TARP without raising capital due to Basel III and the improved profit outlook for the banks. The bank regulators have been able to hold TARP recipients "feet to the fire" when they paid-off TARP. Today, with clarity on capital ratios, TARP banks that… Continue

Added by ken flagg on September 15, 2010 at 8:19am — No Comments

SMF Notes XLF RBC Capital Mkts discusses Basel III affect on TARP banks

Added by ken flagg on September 14, 2010 at 6:43pm — No Comments

XLF Bank earnings takeaways: credit better, low rates pressuring revenue

FBR Capital Markets' biggest takeaways are: (1) credit is improving better than expected, (2) the low interest rate environment, weak loan demand, and government participation in the residential mortgage market are driving greater margin pressures, and (3) it did not get the clarity it had hoped for on the potential financial impact of regulatory reform. While improvement in credit trends is a clear positive, FBR maintains its stance that pressures… Continue

Added by ken flagg on July 26, 2010 at 8:03am — No Comments

XLF Wall Street reform bill tougher than hoped for,

FBR Capital notes, early this morning, the House/Senate conference committee completed work on the Wall Street reform bill. In the end, the conference kept the controversial Section 716 (the requirement to spin off swaps desks) with a few modifications. The committee also adopted a modified Volcker rule, adding new language aimed at preventing conflicts of interests but that allows for certain exceptions. To pay for this legislation, the committee… Continue

Added by ken flagg on June 25, 2010 at 9:19am — No Comments