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2023-03-15

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The collapse of SVB may become a "Bear Stearns moment"! Bloody crisis spreads overseas

硅谷银行倒闭虽然不是“雷曼时刻”，却可能成为“雷曼时刻”的导火索，危机正蔓延到海外，哪些国家将首当其冲？硅谷银行倒闭引发了人们对下一场危机将从哪里开始爆发的猜测，虽然这不是“雷曼时刻”，但会不会是“贝

The collapse of SVB may become a "Bear Stearns moment"! Bloody crisis spreads overseas

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Bloody crisis spreads overseas","url":"https://stock-news.laohu8.com/highlight/detail?id=2319863553","media":"金十数据","summary":"硅谷银行倒闭虽然不是“雷曼时刻”，却可能成为“雷曼时刻”的导火索，危机正蔓延到海外，哪些国家将首当其冲？硅谷银行倒闭引发了人们对下一场危机将从哪里开始爆发的猜测，虽然这不是“雷曼时刻”，但会不会是“贝","content":"<p><html><head></head><body>Although the collapse of Silicon Valley Bank is not the \"Lehman Moment\", it may become the fuse of the \"Lehman Moment\". The crisis is spreading overseas. Which countries will bear the brunt?<a href=\"https://laohu8.com/S/SIVB\">Silicon Valley Bank</a>The collapse has sparked speculation about where the next crisis will start to erupt. While this is not a \"Lehman moment\", will it be a \"Bear Stearns moment\"?</p><p><b>Bear Stearns moment coming?</b></p><p>Silicon Valley Bank's collapse may have been since the Fed began its massive rate hike last year<b>The first crisis to catch Wall Street off guard, but it won't be the last</b>。</p><p>More and more analysts and investors hold this view. They pointed out that although the bankruptcy of this bank may not pose a threat to the entire financial system,<b>But it almost certainly bodes for more pain in the coming months</b>。</p><p>Anne Walsh, chief investment officer at Guggenheim Partners, wrote in a note Monday:</p><p>\"The possible systemic factor in SVB's situation is that the drastic reshaping of the yield curve over the past year, which has affected almost every<a href=\"https://laohu8.com/S/FISI\">Financial institution</a>, every leveraged business and household, and every bond portfolio. The impact of the SVB event remains volatile, and we don't think this is a Lehman moment. However, this could be a'Bear Stearns moment '. \" Walsh was referring to the notorious Wall Street lender Bear Stearns that collapsed in March 2008.<b>Six months after the institution's collapse, the collapse of Lehman Brothers officially set off the global financial crisis</b>。</p><p>Where exactly the pain from the Fed's fastest tightening cycle in decades will be manifested is the big question. There are already signs of increasing pressure on key areas of global finance.</p><p><b>Commercial real estate is a huge \"minefield\"</b>, tens of billions of dollars in office debt will mature this year, and banks are reluctant to lend any more at a time when building values plummet. The leveraged loan market is another \"minefield\" where many companies, including many tech companies, are saddled with mountains of debt.</p><p>Data compiled by foreign media show that since last Friday,<b>Global non-performing corporate bonds and loans increased by 5.6% to $586 billion</b>。 Kamil Amin, global credit strategist at UBS, said in an interview:</p><p>\"This is the first accident caused by a huge increase in interest rates.\"<img src=\"https://static.tigerbbs.com/3383792de6bc59ca9bbaa04d74dfd0a8\" tg-width=\"1071\" tg-height=\"629\" referrerpolicy=\"no-referrer\"/></p><p>He warned that \"there is more to come\" and specifically mentioned that<b>To the leveraged loan markets in the United States and Europe</b>。 In these markets, borrowers hold large amounts of floating-rate debt with little hedging.</p><p><b>SVB bonds rebound on emergency Fed bailout</b></p><p>Bonds issued by Silicon Valley Bank's parent company rebounded Tuesday amid broad gains in regional bank stocks and bond prices.<b>Investors are exploring how to profit from the bank's financial woes and the FDIC takeover</b>，<a href=\"https://laohu8.com/S/APOL\">Apollo</a>、<a href=\"https://laohu8.com/S/BX\">Blackstone</a>And KKR have both expressed interest in acquiring some of the loans held by Silicon Valley Bank.</p><p>SVB's senior unsecured bonds were sold Tuesday morning at roughly 47-51 cents face value, still low but higher than last weekend's 37-42 cents level, according to price reporting system Trace.<a href=\"https://laohu8.com/S/SCHW\">Charles Schwab</a>And First Republic Bank's bonds also rose sharply, recouping some of Monday's losses.</p><p><img src=\"https://static.tigerbbs.com/e824a35692d25e2f81be90b466ddbeb2\" tg-width=\"959\" tg-height=\"653\" referrerpolicy=\"no-referrer\"/></p><p>Silicon Valley Bank's collapse was triggered by a loss of confidence among depositors, which in turn forced the bank to sell relatively safe assets, which lost value due to rising interest rates.<b>Investors are looking for more banks that may explode. At present, the focus is on those banks that face high unrealized losses on assets and account for a large proportion of uninsured deposits.</b></p><p><a href=\"https://laohu8.com/S/MCO\">Moody's</a>It pointed out that six U.S. banks have high levels of uninsured deposit financing, which makes the funding situation more volatile, and placed their credit ratings on the downgrade watch list.</p><p>If there is a higher-than-expected withdrawal, including<b>First Republic Bank, Western Union, Zions, UMB, Comerica and Infront</b>The six major banks will need to liquidate their portfolios in the event of losses. This in turn puts pressure on their profitability and capital buffers, which tend to be lower than their peers.</p><p>The Federal Reserve's Term Funding Program for Banks, launched last weekend, helped bolster liquidity to meet banks' funding needs. Shares of these banks rebounded on Tuesday after a severe plunge.</p><p><b>Crisis may spread overseas</b></p><p><b>French retailers Casino Guichard Perrachon</b>Bonds and stocks fell on Monday as investors worried about the negative impact of the company's declining profitability in France and the market regulator's investigation into alleged corruption, market manipulation and insider trading.</p><p>Casino shares rebounded on Tuesday after it announced plans to sell a stake in Brazilian grocer Assai, which could be worth more than $800 million. At the same time,<b><a href=\"https://laohu8.com/S/ING\">Dutch International</a>The group sold part of Casino's credit line to Attestor at a 30% discount.</b></p><p>With the troubled<b>Spanish Gaming Group</b>Continuing to drain its cash reserves, Codere is in preliminary talks with its main creditor turned shareholder to raise new capital.</p><p>The shock wave of Silicon Valley Bank's collapse is ripping through financial institutions around the world, with investors selling banks and lenders deemed riskier.<b>Credit Suisse</b>Not immune, its stocks and bonds were among the worst performers outside the U.S. on Monday. The Swiss bank's balance sheet risk isn't as high as SVB's, but the price of its credit default swaps (CDS) has risen significantly.</p><p>More of a headache for lenders, the company said Tuesday,<b>\"Significant deficiencies\" were identified in earnings reporting and control procedures over the past two years</b>。 Furthermore, PwC issued \"objections\" to the effectiveness of its internal checks. The move comes after the bank delayed the release of its annual report last week as U.S. regulators raised questions about its financial statements.</p><p><img src=\"https://static.tigerbbs.com/7550ed79a07555144e756df43c42eabd\" tg-width=\"1008\" tg-height=\"646\" referrerpolicy=\"no-referrer\"/></p><p><b>CDS prices hit record highs, suggesting 35% probability of default within five years</b>But Credit Suisse Chief Executive Ulrich Koerner spoke in a positive tone in an interview on Tuesday, saying that the bank had already had capital inflows on Monday.</p><p>On the other side of the world, from CDS to bonds,<b>SoftBank's risk indicators also sound the alarm</b>。 The Tokyo-based investment fund is one of the biggest backers of tech start-ups.</p><p>CreditSights analyst Mary Pollock wrote in a note:</p><p>\"We do not believe that the impact of SVB on SoftBank is now all behind us. We are concerned that this incident could expose more problems for an already struggling SoftBank.\" SoftBank said Monday that it does not expect an impact on its financials from SVB's bankruptcy.</p><p></body></html></p>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The collapse of SVB may become a \"Bear Stearns moment\"! 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Bloody crisis spreads overseas\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2023-03-15 12:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Although the collapse of Silicon Valley Bank is not the \"Lehman Moment\", it may become the fuse of the \"Lehman Moment\". The crisis is spreading overseas. Which countries will bear the brunt?<a href=\"https://laohu8.com/S/SIVB\">Silicon Valley Bank</a>The collapse has sparked speculation about where the next crisis will start to erupt. While this is not a \"Lehman moment\", will it be a \"Bear Stearns moment\"?</p><p><b>Bear Stearns moment coming?</b></p><p>Silicon Valley Bank's collapse may have been since the Fed began its massive rate hike last year<b>The first crisis to catch Wall Street off guard, but it won't be the last</b>。</p><p>More and more analysts and investors hold this view. They pointed out that although the bankruptcy of this bank may not pose a threat to the entire financial system,<b>But it almost certainly bodes for more pain in the coming months</b>。</p><p>Anne Walsh, chief investment officer at Guggenheim Partners, wrote in a note Monday:</p><p>\"The possible systemic factor in SVB's situation is that the drastic reshaping of the yield curve over the past year, which has affected almost every<a href=\"https://laohu8.com/S/FISI\">Financial institution</a>, every leveraged business and household, and every bond portfolio. The impact of the SVB event remains volatile, and we don't think this is a Lehman moment. However, this could be a'Bear Stearns moment '. \" Walsh was referring to the notorious Wall Street lender Bear Stearns that collapsed in March 2008.<b>Six months after the institution's collapse, the collapse of Lehman Brothers officially set off the global financial crisis</b>。</p><p>Where exactly the pain from the Fed's fastest tightening cycle in decades will be manifested is the big question. There are already signs of increasing pressure on key areas of global finance.</p><p><b>Commercial real estate is a huge \"minefield\"</b>, tens of billions of dollars in office debt will mature this year, and banks are reluctant to lend any more at a time when building values plummet. The leveraged loan market is another \"minefield\" where many companies, including many tech companies, are saddled with mountains of debt.</p><p>Data compiled by foreign media show that since last Friday,<b>Global non-performing corporate bonds and loans increased by 5.6% to $586 billion</b>。 Kamil Amin, global credit strategist at UBS, said in an interview:</p><p>\"This is the first accident caused by a huge increase in interest rates.\"<img src=\"https://static.tigerbbs.com/3383792de6bc59ca9bbaa04d74dfd0a8\" tg-width=\"1071\" tg-height=\"629\" referrerpolicy=\"no-referrer\"/></p><p>He warned that \"there is more to come\" and specifically mentioned that<b>To the leveraged loan markets in the United States and Europe</b>。 In these markets, borrowers hold large amounts of floating-rate debt with little hedging.</p><p><b>SVB bonds rebound on emergency Fed bailout</b></p><p>Bonds issued by Silicon Valley Bank's parent company rebounded Tuesday amid broad gains in regional bank stocks and bond prices.<b>Investors are exploring how to profit from the bank's financial woes and the FDIC takeover</b>，<a href=\"https://laohu8.com/S/APOL\">Apollo</a>、<a href=\"https://laohu8.com/S/BX\">Blackstone</a>And KKR have both expressed interest in acquiring some of the loans held by Silicon Valley Bank.</p><p>SVB's senior unsecured bonds were sold Tuesday morning at roughly 47-51 cents face value, still low but higher than last weekend's 37-42 cents level, according to price reporting system Trace.<a href=\"https://laohu8.com/S/SCHW\">Charles Schwab</a>And First Republic Bank's bonds also rose sharply, recouping some of Monday's losses.</p><p><img src=\"https://static.tigerbbs.com/e824a35692d25e2f81be90b466ddbeb2\" tg-width=\"959\" tg-height=\"653\" referrerpolicy=\"no-referrer\"/></p><p>Silicon Valley Bank's collapse was triggered by a loss of confidence among depositors, which in turn forced the bank to sell relatively safe assets, which lost value due to rising interest rates.<b>Investors are looking for more banks that may explode. At present, the focus is on those banks that face high unrealized losses on assets and account for a large proportion of uninsured deposits.</b></p><p><a href=\"https://laohu8.com/S/MCO\">Moody's</a>It pointed out that six U.S. banks have high levels of uninsured deposit financing, which makes the funding situation more volatile, and placed their credit ratings on the downgrade watch list.</p><p>If there is a higher-than-expected withdrawal, including<b>First Republic Bank, Western Union, Zions, UMB, Comerica and Infront</b>The six major banks will need to liquidate their portfolios in the event of losses. This in turn puts pressure on their profitability and capital buffers, which tend to be lower than their peers.</p><p>The Federal Reserve's Term Funding Program for Banks, launched last weekend, helped bolster liquidity to meet banks' funding needs. Shares of these banks rebounded on Tuesday after a severe plunge.</p><p><b>Crisis may spread overseas</b></p><p><b>French retailers Casino Guichard Perrachon</b>Bonds and stocks fell on Monday as investors worried about the negative impact of the company's declining profitability in France and the market regulator's investigation into alleged corruption, market manipulation and insider trading.</p><p>Casino shares rebounded on Tuesday after it announced plans to sell a stake in Brazilian grocer Assai, which could be worth more than $800 million. At the same time,<b><a href=\"https://laohu8.com/S/ING\">Dutch International</a>The group sold part of Casino's credit line to Attestor at a 30% discount.</b></p><p>With the troubled<b>Spanish Gaming Group</b>Continuing to drain its cash reserves, Codere is in preliminary talks with its main creditor turned shareholder to raise new capital.</p><p>The shock wave of Silicon Valley Bank's collapse is ripping through financial institutions around the world, with investors selling banks and lenders deemed riskier.<b>Credit Suisse</b>Not immune, its stocks and bonds were among the worst performers outside the U.S. on Monday. The Swiss bank's balance sheet risk isn't as high as SVB's, but the price of its credit default swaps (CDS) has risen significantly.</p><p>More of a headache for lenders, the company said Tuesday,<b>\"Significant deficiencies\" were identified in earnings reporting and control procedures over the past two years</b>。 Furthermore, PwC issued \"objections\" to the effectiveness of its internal checks. The move comes after the bank delayed the release of its annual report last week as U.S. regulators raised questions about its financial statements.</p><p><img src=\"https://static.tigerbbs.com/7550ed79a07555144e756df43c42eabd\" tg-width=\"1008\" tg-height=\"646\" referrerpolicy=\"no-referrer\"/></p><p><b>CDS prices hit record highs, suggesting 35% probability of default within five years</b>But Credit Suisse Chief Executive Ulrich Koerner spoke in a positive tone in an interview on Tuesday, saying that the bank had already had capital inflows on Monday.</p><p>On the other side of the world, from CDS to bonds,<b>SoftBank's risk indicators also sound the alarm</b>。 The Tokyo-based investment fund is one of the biggest backers of tech start-ups.</p><p>CreditSights analyst Mary Pollock wrote in a note:</p><p>\"We do not believe that the impact of SVB on SoftBank is now all behind us. We are concerned that this incident could expose more problems for an already struggling SoftBank.\" SoftBank said Monday that it does not expect an impact on its financials from SVB's bankruptcy.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/details/108380\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3c4d7f8700530984091f56499d0cfad7","relate_stocks":{},"source_url":"https://xnews.jin10.com/details/108380","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2319863553","content_text":"硅谷银行倒闭虽然不是“雷曼时刻”，却可能成为“雷曼时刻”的导火索，危机正蔓延到海外，哪些国家将首当其冲？硅谷银行倒闭引发了人们对下一场危机将从哪里开始爆发的猜测，虽然这不是“雷曼时刻”，但会不会是“贝尔斯登时刻”？贝尔斯登时刻来临？硅谷银行的倒闭可能是自美联储去年开始大举加息以来第一起令华尔街措手不及的危机，但这不会是最后一次。持这种观点的分析师和投资者越来越多。他们指出，尽管这家银行的破产可能不会对整个金融体系构成威胁，但几乎可以肯定，这预示着未来几个月将出现更多痛苦。古根海姆合伙公司首席投资官安妮·沃尔什（Anne Walsh）周一在一份报告中写道：“SVB的情况可能存在的系统性因素是，过去一年收益率曲线的剧烈重塑，几乎影响了每一家金融机构、每一个举杠杆的企业和家庭，以及每一个债券投资组合。SVB事件的影响仍不稳定，我们不认为这是雷曼时刻。然而，这可能是一个‘贝尔斯登时刻’。”沃尔什指的是在2008年3月倒闭的臭名昭著的华尔街贷款机构贝尔斯登。在该机构倒闭6个月后，雷曼兄弟的倒闭正式引爆全球金融危机。美联储几十年来速度最快的紧缩周期所带来的痛苦究竟会体现在哪里，这是一个大问题。已经有迹象表明，全球金融的关键领域面临的压力越来越大。商业地产是一个巨大的“雷区”，今年将有数百亿美元的写字楼债务到期，而在建筑价值暴跌之际，银行也不愿再提供贷款。杠杆贷款市场是另一个“雷区”，在杠杆贷款市场上，许多公司（包括许多科技公司）背负着堆积如山的债务。外媒汇编的数据显示，自上周五以来，全球不良公司债和贷款规模增长了5.6%至5860亿美元。瑞银全球信贷策略师卡米尔·阿明（Kamil Amin）在接受采访时表示：“这是利率大幅提升引发的第一起事故。”他警告称“未来还会有更多”，并特别提到了美国和欧洲的杠杆贷款市场。在这些市场，借款人在几乎没有对冲的情况下，大量持有浮动利率债务。美联储紧急救市，SVB债券反弹周二，硅谷银行母公司发行的债券在地区银行股和债券价格普遍上涨的情况下反弹。投资者正在探索如何从该银行的财务困境和美国联邦存款保险公司（FDIC）接管中获利，阿波罗、黑石和KKR都表示有兴趣收购硅谷银行持有的部分贷款。根据价格报告系统Trace的数据，SVB的优先无担保债券周二上午以面值约为47-51美分的价格出售，价格仍然很低，但高于上周末37-42美分的水平。嘉信理财和第一共和国银行的债券也大幅上涨，收复了周一的部分失地。硅谷银行的倒闭是由储户信心丧失引发的，储户信心丧失反过来又迫使该银行出售相对安全的资产，这些资产因利率上升而贬值。投资者正在寻找更多的可能爆雷的银行，目前的焦点是那些资产面临高额未变现损失、且未保险存款占很大比例的银行。穆迪指出，有6家美国银行的无保险存款融资水平很高，这使得资金状况更加不稳定，并将它们的信用评级列入了下调观察名单。如果出现高于预期的提款情况，包括第一共和国银行、西方联盟、Zions、UMB、Comerica和盈方在内的6大银行将需要在亏损的情况下清算其投资组合。这反过来又会对其盈利能力和资本缓冲造成压力，它们的盈利能力和资本缓冲往往低于同行。美联储上周末推出的银行定期融资计划有助于增强流动性，以满足银行的融资需求。在经历了严重的暴跌之后，这些银行的股价在周二反弹。危机恐蔓延至海外法国零售商Casino Guichard Perrachon的债券和股票周一下跌，因为投资者担忧该公司在法国盈利能力下降以及市场监管机构对涉嫌腐败、市场操纵和内幕交易展开调查的负面影响。在Casino宣布计划出售巴西杂货商Assai的股份后，其价值可能超过8亿美元，受此提振，Casino股价周二反弹。与此同时，荷兰国际集团以30%的折扣将Casino的部分信贷额度出售给了Attestor。随着陷入困境的西班牙博彩集团继续耗尽其现金储备，Codere正在与其主要债权人转为股东进行初步谈判以筹集新资金。硅谷银行倒闭的冲击波正波及全球金融机构，投资者纷纷抛售被视为风险更高的银行和贷款机构。瑞信也没能幸免，其股票和债券是周一美国以外表现最差的股票和债券之一。这家瑞士银行的资产负债表风险不像SVB那样高，但其信用违约掉期（CDS）的价格却大幅上涨。更让贷款人头疼的是，该公司周二表示，在过去两年的财报和控制程序中发现了“重大缺陷”。此外，普华永道对其内部检查的有效性发表了“反对意见”。此前，由于美国监管机构对其财务报表提出质疑，该银行上周推迟了年度报告的发布。CDS价格创历史新高，表明五年内违约概率为35%，但瑞信首席执行长柯尔纳（Ulrich Koerner）周二接受采访时语气积极，称该行周一已经有资金流入。在世界的另一端，从CDS到债券，软银的风险指标也响起警报。这家总部位于东京的投资基金是科技初创企业的最大支持者之一。CreditSights分析师玛丽•波洛克（Mary Pollock）在一份报告中写道：“我们不相信SVB对软银的影响现在已经全部过去。我们担心，这一事件可能会让已经陷入困境的软银暴露出更多问题。”软银周一表示，预计SVB破产不会对其财务状况造成影响。","news_type":1,"symbols_score_info":{"SIVB":0.9}},"isVote":1,"tweetType":1,"viewCount":1892,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}