Francesco Bossi
@francescodbossi
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@UniBocconi @ESCP_bs / banking / infrastructure investing
Milan, Lombardy
Joined March 2012
RT @spectatorindex: 🇺🇸 US total credit card debt. Three years ago: $0.88 trillion. Now: $1.18 trillion.
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RT @classcnbc: Mario #Draghi sull'Unione Europea: "Quello che proporrò nel mio report è un cambiamento radicale". Lo ha dichiarato l'ex pr….
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RT @jasonfurman: Core CPI coming in very hot for the third month in the row. The numbers are not kind to the thesis that January was a seas….
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RT @elonmusk: Only 379,000 births in Italy for 2023, the lowest annual figure since the country's unification in 1861.
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RT @RobinBrooksIIF: Lesson from yesterday's FOMC isn't that the Fed is dovish. Instead, it's that US inflation fell much faster than expect….
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Interesting article but would argue deposits are way stickier, more diversified and smaller avg tickets. Risk of liquidating long term bonds & govvies is quite different from US style banks.
The world is slowly waking up to the biggest systemic risk out there. Japanese bank regulators on alert for SVB-style rate risks via @ft
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RT @FT: Charlie Munger, the vice-chair of Berkshire Hathaway, died at the age of 99 on Tuesday at a California hospital, the US investment….
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RT @RobinBrooksIIF: The next time someone mansplains to you how Germany is again the sick man of Europe, smile, make eye contact, and then….
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RT @marattin: Quindi fatemi capire. Ieri in conferenza stampa si annuncia una pesante e inaspettata misura contro le banche, le più import….
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RT @RobinBrooksIIF: What's going on in German manufacturing is very bad. Headline manufacturing PMI (black) and forward-looking orders - in….
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Lagarde warns of ‘more ground to cover’, hawks still consensus leaders at the ECB? #ECB #inflation.
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RT @marcopabst: ⚠️Trigger warning:. If you are a hardcore gold bug, crypto maximalist, believer in the end of all fiat money and think we n….
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And in the meantime we have right wing politicians condemning immigration! Sounds like a perfect combo.
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RT @classcnbc: +++ Italia 🇮🇹, #inflazione marzo (dato preliminare): +7,7% a/a (-0,3% m/m). Previsione: +8,2% a/a.Precedente: +9,1% +++.
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“#UNICREDIT IS LEANING TOWARDS REPAYING PERPETUAL 6.625% AT1 BOND THAT IS CALLABLE IN EARLY JUNE” - Reuters. Good signal for the market!.
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RT @jeuasommenulle: Lucky us, Deutsche Bank had an investor update planned for today and here's the slide ya all wanted to see. Structure o….
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Crucial info and big differentiator between US and EU banks. NSFR forces banks to have stable deposits. Add this to low retail pass through rate in most of Europe and you get high margins for the banking system.
This, from my parsing of approx 100 europeans banks LCR disclosures, is share of retail deposits that are stable per country. - It's important for credit risk (see switzerland - I do NOT include CS which had 0 stable deposits). - It's crucial for P&L because stable = profitable
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RT @SilviaBerzoni: Meanwhile a good news: .Gas #TTF sotto 40 euro MWh ai minimi da Luglio 2021
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