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https://bondvigilantes.com/blog/2020/04/beyond-dividend-cuts-crisis-implications-for-bank-debt-investors/

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Beyond Dividend Cuts – Crisis Implications for Bank Debt Investors

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In the last two weeks, both the ECB and the PRA effectively demanded that banks stop paying shareholder dividends and buying back stock for at least six months. The announcements, even though they were leaked in the press well before official confirmation, sent bank share prices plummeting, as investors saw what had been improving income streams in recent years come to an abrupt halt. It also threw a spanner in the works of the market for bank capital securities. Are the banks in so much potential trouble that they required this unprecedented, capital-conserving move? Are regulators still trying to punish the banks a decade after the Great Financial Crisis (GFC) of 2008-09? Are other bank capital instruments next ...

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David Covey

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