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This resource delves into the complexities of European banking regulations, exploring potential backfire effects and proposing solutions. It provides insights on the current state of banking sectors in the EU, US, and Japan, analyzes balance sheet regressions and central bank assets, and discusses the significance of Co-Co bonds and shadow banking. The text also includes a specific case study on Greece, Eurosystem TARGET2 balances, and the European Quantitative Easing program. Overall, it offers a comprehensive overview of the challenges and opportunities in the evolving banking landscape.
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Could European Regulation Backfire? Georges Ugeux February 26, 2015
Overbanked Europe Size of EU, US and Japanese Banking Sectors (2010) 2
European Bank Balance Sheets Show Regression Of Loans Money, Banking and Other Financial Corporations 3
US Commercial Banks Balance Sheet Assets and Liabilities of Commercial Banks in the United States 4
Total Assets of G4 Central Banks Central Bank Assets as a Percentage of GDP 5
Total Assets of G4 Central Banks Exploding of Central Bank Assets 6
Lots of Regulations Even for the Retail Banking Three Levels of Regulations Will Affect Retail Banking 10
Shadow Banking STRICTLY PRIVATE AND CONFIDENTIAL 11
The European Quantitative Easing Eurosystem TARGET2 Balances 14
Short Supply Highly rated debt is scarce as the ECB prepares to begin its 60 billion Euro monthly bond-purchase program 15
Conclusion STRICTLY PRIVATE AND CONFIDENTIAL 16
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