Iniciado por Kowalski

De zero hedge:

The most important news announcement of the day was not anything to came out of Cannes (as nothing did), nor from Greece (the merry go round farce there continues unabated). No, it was a brief paragraph distributed by the CME long after everyone had gone home, and was already on their 3rd drink. It is critical, because not only is this announcement a direct consequence of what happened with MF Global several days ago, but because also it confirms one of our biggest concerns: systemic liquidity is non-existanet. We confirmed interbank liquidity in Europe was at an all time low earlier today, and can only assume the same is true for US banks. But what is very disturbing is that this is just as true at the exchange level, where it appears the aftermath of the MF collapse is just now being felt. What exactly was the announcement. Unless we are completely reading it incorrectly, it is nothing short of a margin call for tens if not hundreds of billions worth of product. Because as of close of business on November 4, today, the CME just made the maintenance margin, traditionally about 26% lower than the initial margin for specs, equal. For everything. Which means that by close of business Monday, millions of options and futures holders will be forced to deposit billions in additional capital to the CME just so they are not found to be margin deficient, and thus receive a margin call. Naturally, since it is very unlikely that this incremental amount of liquidity can be easily procured in one business day, we anticipate the issuance of hundreds of thousands of margin calls Monday, followed by forced liquidations of margin accounts across America... and the world. Just like when Lehman blew up, it took 5 days for Money Markets to break. Is this unprecedented elimination in the distinction between initial and maintenance margin the post-MF equivalent of the first domino to fall this time around?

Parece una noticia bastante importante y no la he visto posteada. Si es gol de señor papelera y tal.

Por que lo un servidor entiende y puede sintetizar, la quiebra de MF Global a provocado que el CME aumente los requerimientos para mantener las posiciones en futuros en un 26% en todos los valores. Segun el articulo se va a liar la de dios por que toda esta gente no tiene dinero ni por asomo para cubrir tal cantidad de efectivo. esto va a desencadenar una cadena de "margin calls" que provocara unos movimientos en los mercados del cagarse.

Una explicacion mas detallada y acertada por parte de otros foreros seria de agradecer

Podria ser que este fuera el nuevo lehman? podria ser que esta fuera una segunda recesion y que la esperada quiebra del euro fuera despues la tercera? Sera en noviembre?

Aporten luz y sabiduria a esta noticia.

Iniciado por DEREC

Ya paso este año con la plata y el resultado fue badada de 50 a 35 $ en una semana.

Iniciado por kemao2

Por cierto estaba pensando sobre que pasaría en los mercados de derivados sobre el petroleo si se actuara de una forma similar y se incrementara de forma importante las garantías y colaterales y se expulsara a toda esa demanda especulativa de la banca de inversión hiperapalancada.


Igual se podría conseguir un buen rebajón al precio del petroleo que vendría pero que muy bien a las economías de occidente. Esta medida sería mucho mas efectiva que los vagos acuerdos del G20.