Forward Guidance Real Estate Crisis Hits Two German Banks | Josef Pschorn on Deutsche Pfandbriefbank and Aareal Bank
Feb 23, 2024
An in-depth discussion on the potential crisis at Deutsche Pfandbrief Bank, negative net interest margin challenges, and comparison to Greek and Spanish banks. Insights into the liability structure, bail-in-ability of AT1 debt, and long-term liabilities. Exploration of risks in European banking, real estate market dynamics, and strategies for overcoming challenges in the evolving banking environment.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Risk Profiles of European Banks and Real Estate Market Dynamics
01:53 • 13min
Discussion on Bitcoin as a Hedge Asset and Analysis of Two German Banks
15:04 • 3min
Exploring FON Briefs and Term Deposits for Bank Refinancing
18:24 • 11min
Analysis of Deutsche Pfandbriefbank and Aareal Bank's Potential Resolutions
29:10 • 3min
Challenges Facing Banks and the Evolving Banking Environment
32:20 • 18min
Comparison of Private Bank Prospects and Specialization in Lending
50:37 • 2min