Friday, August 23, 2013

Jack Lew Notes of his talk today - 8/23/13

Subject: LEW NOTES TODAY

I DON'T KNOW WHO TOOK THESE NOTES

Jack Lew Notes of his talk today

banks capitals have increased
living wills
last few months - mortgage standards in place
international financial rules - Basel 3
USA is setting the pace now - and the rest of the world should step up as well
Volker rule - investment firms cant invest their own money. this created the risk and failure of so many institutions

5 agencies that have something to say about the volker rule implemented. 
rules to be completed by year end and wont have different rules - it took longer then Lew likes

people must know that the new rules are in place. lew working hard to accomplish that.
seeing tough standards as stress testing etc..
been in new role for 6 months - bitter giht in congress which did not want doddd-frank
finally it was realized that dodd-frank would NOT be appealed. they now want to just get it done.

lew's goal is to keep everyone focused on the outcome and bring all agencies together.

kew is in the process of implementing something very complicated. 
the perfect test is a crisis and they dont want that. they are taking steps to provide comfort to have orderly resolutions. capitial req needed to meet regulations.

dodd frank is not to meet every single issue - its have you done enough!
glass steagal separates investment vs retail banks. aig/lehman were clearly on one line.
financial system has changed since the 1930 and cant go backwards.

damage done by sequester? 
resources and govt spending could have the GDP
job employment # were really federal not public

100 members of congress were arguing that default was a better option
they were unable to reach an agreement due to republicans not approving money for funding

with the global financial system we need to have harmonization and make sure the system is safe and work with our international partners. US is still the world leader and setting the standards.

5 yrs ago - the financial system was unsafe and got to big - to over sized?
there was a failure in oversight......and were homeowners credit worthy
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 Top central bankers are no-shows at Jackson Hole

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Frank26: AS OF TODAY ........ JP MORGAN CHASE HAS JUST SHUT DOWN ALL TRANSACTION AND DATA INFO TO CUST UNTIL SUNDAY. THEY ARE SAYING IT IS A DATA UPDATE. BUT FOR 4 DAYS? NO!!! ADD TO 1 AM. F26.

JPMORGAN CHASE HAS SHUT DOWN ALL DATA TILL SUNDAY
[1:55:15 PM] xxxx 4 DAYS !!!
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DIRECT INTEL AT 3:29 PM EST TODAY FROM CME GROUP CONTACT

1. PER CONVERSATION WITH CME GROUP CONTACT TODAY'S NASDAQ EVENT WAS PRE-ENGINEERED

AND ORGANIZED TO TAKE PLACE VIA DARK LIQUIDITY POOLS.

2. THIS EVENT IS TIED DIRECTLY TO THE GCR & EMERGING MARKETS

3. MARGIN CALLS ARE IN LIMBO GLOBALLY AS WELL AS FUTURES CONTRACTS

4. EURONEXT & NEW CIX SYSTEM WERE MAJOR CATALYSTS IN CONJUNCTION WITH

CENTRAL BANKS & DARK LIQUIDITY

5. NASDAQ IS NOW VIEWED AS UNSTABLE STOCK EXCHANGE

6. METALS MARKETS 100% STABLE

7. LARGE INSTITUTIONAL INVESTORS WON WITH BULLISH & BEARISH CALLS

MADE LAST WEEK ON THIS EVENT VIA GLOBAL MARKET HEDGES

8. THIS WAS NOT A CYBER ATTACK
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$5.7 TRILLION LOCKED UP BY NASDAQ TRADING HALT

Nasdaq’s unexplained trading halt Thursday locked up trading in stocks with a total market capitalization of $5.7 trillion.

The extraordinary halt in the trading of more than 2,000 issues listed on the Nasdaq COMP +0.87% , came after an as yet undisclosed technical glitch.

It halted trading in the tech industry’s biggest names, including Apple AAPL -0.76% , Google GOOG , Microsoft MSFT , Amazon.com AMZN and Cisco Systems CSCO . The five companies have a combined market cap of more than $1 trillion.

Glitches in trading tied to high-speed computer algorithms have occurred frequently in recent years, with the so-called flash crash in May 2010 marking the most widely noted instance of instability in the stock market’s infrastructure. But new rules aimed at preventing problems have been slow to be implemented. 

On Tuesday, erroneous stock-option orders from Goldman Sachs flooded into American exchanges, in the latest example of technical problems in trading.

In spite of the glitches, investors have been drawn back into the markets by the continued strength in equities, and by the extended period of low interest rates available for bank accounts and Federal treasury notes.

– Tom Bemis

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Cherie: Moodys put credit rating of 4 big banks up for downgrade-CNBC right now
[1:32:14 PM] Cherie: Bank of America, Goldman, WF and Citi
[1:33:00 PM] Cherie: US atty-announced indictment of someone from SAC-didn't catch the name
[1:33:44 PM] br SAC or SEC?
[1:34:45 PM] Cherie: SAC-one of the big hedge funds I believe

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[2:08:42 PM]  Iraq Political News: Maliki apologizes to the people because of security measures calling for patience
Posted on August 22, 2013 
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[2:11:09 PM]  here is the maliki fled link



1 comment:

Anonymous said...

The Jack Lew notes were from his speech yesterday in Silicon Valley, CA.