Could European Regulation Backfire? - PowerPoint PPT Presentation

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Could European Regulation Backfire?

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  1. Could European Regulation Backfire? Georges Ugeux February 26, 2015

  2. Overbanked Europe Size of EU, US and Japanese Banking Sectors (2010) 2

  3. European Bank Balance Sheets Show Regression Of Loans Money, Banking and Other Financial Corporations 3

  4. US Commercial Banks Balance Sheet Assets and Liabilities of Commercial Banks in the United States 4

  5. Total Assets of G4 Central Banks Central Bank Assets as a Percentage of GDP 5


  6. Total Assets of G4 Central Banks Exploding of Central Bank Assets 6

  7. Feb and ECB Balance Sheet Projections 7

  8. As A Solution: The Co-Co Bonds 8

  9. The Complexity of Decision Process 9

  10. Lots of Regulations Even for the Retail Banking Three Levels of Regulations Will Affect Retail Banking 10

  11. Shadow Banking STRICTLY PRIVATE AND CONFIDENTIAL 11

  12. A Specific Case: Greece 12

  13. G3: 10 - Year Government Bond Yields 13

  14. The European Quantitative Easing Eurosystem TARGET2 Balances 14

  15. Short Supply Highly rated debt is scarce as the ECB prepares to begin its 60 billion Euro monthly bond-purchase program 15

  16. Conclusion STRICTLY PRIVATE AND CONFIDENTIAL 16

  17. Thank You Contact Information Galileo Global Advisors, LLCTen Rockefeller Plaza, Suite 1001New York, NY 10020 Phone: +1 212 332 6055Fax: +1 212 332 6033 www.galileoadvisors.com STRICTLY PRIVATE AND CONFIDENTIAL Georges UgeuxChairman & CEO+1 212.332.6044 gugeux@galileoadvisors.com 17