有懂这个的给解释解释:摩根大通巨额亏损内幕

Not sure if you are serious or not. If a liquidity of $2B is an issue to JPM, it should fly to Chapter 11 yesterday.

JPM has over $100 B liquidity asset and it is not a problem ! It doesn't have trillions of asset. Its total asset is around $1.2 to $1.5 T....

Lehman ran out of liquidity ? Its leverage ratio is 30 to 1. Where will you get liquidity with that type of leverage ?


You are right.
866.90B cash and
726.41B debt.

不过 图形 很 难看, 估价 直奔 30 而去, 甚至 20. :D
 
证券市场都吓死了,你们还当是小事啊。1000亿的合同,不用巨大杠杆是不可能做的。普通人都能做5倍杠杆,何况jpm。一旦谣言属实,他们投的是缺乏流动性的市场,亏20-30percent of 100B,都有可能,20B只是现在的market to market loss。

银行的资产负债表只能做参考。他们投资的东西连评级机构fitch都看不懂,你们可能懂吗?

jpm会有流动性问题吗?当然会,这么大的银行怎么可能?不是有risk management department吗?没看见,伦敦负责风险控制的头都刚被解雇了吗。今天早上就离职。

jpm的ceo会被解雇吗?当然会,假如亏损继续,而且无法顺利平仓,下个季报出来就会被炒掉。管他是否华尔街名人。



结论:这是很大的利空,如果没有QE3的expectation,jpm及金融股早暴跌了。
 
JPMorgan Unit’s London Staff May Go as Loss Prompts Exits (Update 1)


By Dawn Kopecki - May 14, 2012 2:44 AM ET




Play
JPMorgan's London CIO Staff May Lose Jobs

The entire London staff of JPMorgan Chase & Co. (JPM)’s chief investment office is at risk of dismissal as a $2 billion trading loss prompts the first executive departures as soon as this week, a person familiar with the situation said.

Ina Drew, who oversees the unit, may resign as soon as this week, according to another person, who requested anonymity because the deliberations are private. Joseph Evangelisti, a bank spokesman, said Drew would have no comment. While the firm is examining whether anyone in the unit, which employs a few dozen people in London, sought to hide risks, there isn’t yet evidence that’s the case, one of the people said.


Enlarge imageJPMorgan Unit’s Whole London Staff May Be at Risk as Exits Start

iZhHJlT9STqE.jpg
Simon Dawson/Bloomberg


The offices of JPMorgan Chase & Co. are seen in the business and financial district of Canary Wharf in London.




The offices of JPMorgan Chase & Co. are seen in the business and financial district of Canary Wharf in London. Photographer: Simon Dawson/Bloomberg


io7oLL5oFjak.jpg

Play VideoQ


May 14 (Bloomberg) -- The entire London staff of JPMorgan Chase & Co.’s chief investment office is at risk of dismissal as a $2 billion trading loss prompts the first executive departures as soon as this week, a person familiar with the situation said. Ina Drew, who oversees the unit, is among three people set to leave, the Wall Street Journal reported yesterday, citing unidentified people familiar with the situation. John Dawson reports on Bloomberg Television's "On the Move Asia." (Source: Bloomberg)


i7SaoSFEjXYM.jpg

Play VideoQ


May 11 (Bloomberg) -- Jamie Dimon, chief executive officer of JPMorgan Chase & Co., and Bloomberg's Dawn Kopecki and Christine Harper talk about JPMorgan's $2 billion trading loss after what Dimon said was an "egregious" failure in the firm's chief investment office. This report also includes comments from Bloomberg Television contributing editors William Cohan, Thomas Brown and Neil Barofsky, Portales Partners' Charles Peabody, Aegis Capital's Stanley Crouch, Fifth Third Asset Management's Keith Wirtz and Rochdale Securities' Richard Bove. (Source: Bloomberg)


igjvQWaMR3ko.jpg

Play VideoQ


May 14 (Bloomberg) -- Alistair Scarff, an analyst at Bank of America Merrill Lynch in Hong Kong, talks about JPMorgan Chase & Co.'s $2 billion trading loss and its implications for banking regulation and Asian banks. Scarff also discusses China's banking industry and the reserve ratio cut announced by the People's Bank of China on May 12. He speaks with Susan Li on Bloomberg Television's "First Up." (Source: Bloomberg)


iChKRWAJXCP8.jpg

Play VideoQ


May 10 (Bloomberg) -- Thursday's "Bloomberg Rewind" includes a discussion of the biggest news of the day and wrap-up of the markets. (Source: Bloomberg)



Enlarge imageJPMorgan Credit Rating Cut by Fitch on $2 Billion Trading Loss

iXS4nHXv2mac.jpg
Peter Foley/Bloomberg


Signage stands outside JP Morgan Chase & Co. headquarters in New York.




Signage stands outside JP Morgan Chase & Co. headquarters in New York. Photographer: Peter Foley/Bloomberg



Enlarge imageJPMorgan Chase CIO Ina Drew

if41ag.7YXB8.jpg
JPMorgan Chase & Co. via Bloomberg


JPMorgan Chase & Co. Chief Investment Officer Ina Drew.




JPMorgan Chase & Co. Chief Investment Officer Ina Drew. Source: JPMorgan Chase & Co. via Bloomberg




Chief Executive Jamie Dimon, 56, announced the loss May 10, assailing his firm’s handling of trading in synthetic credit securities as “flawed, complex, poorly reviewed, poorly executed and poorly monitored.” Initially, he resisted accepting Drew’s resignation, the person said. The incident has given ammunition to proponents of stricter bank regulations.

Drew, 55, is one of two women on the operating committee at JPMorgan, the biggest and most profitable U.S. bank. Her office oversees about $360 billion, the difference between money from deposits and what the bank lends. Dimon had encouraged her unit to boost earnings by buying higher-yielding assets, including structured credit, equities and derivatives, in an expansion of risk-taking led by Achilles Macris, ex-employees said in April.

Macris, 50, and a trader on his team, Javier Martin-Artajo, also are leaving the New York-based firm with Drew, the Wall Street Journal reported yesterday, citing the unidentified people. Macris and Martin-Artajo didn’t respond to messages left outside of regular business hours.

To contact the reporter on this story: Dawn Kopecki in New York at dkopecki@bloomberg.net

To contact the editor responsible for this story: David Scheer at dscheer@bloomberg.net
 
The cash on hand is probably over estimated but I haven't read JPM's report for a few quarters. However, the liquidity pool is probably much larger, like repos etc ...

All banks probably have consolidated their off-balance book and thus the on-balance asset is much larger now at over $2 T. JPM's book of loan is moderate in size (~$800 B I believe)...

As long as Jamie continues, this type of shock is good to JPM. It allows the management to run a tight ship in the future. If goes below $30, JPM shall be attractive ....provided Jamie is at whelm.

Again, this is a non-even to JPM, whose pre-allowance, pre-tax income is around $40B per year. This is how powerful the big commercial banks are !

By the way, a few years ago, CIBC was hit with over $2 B trading loss, due to counter-party default. Look at where it is now ...

Those number was from yahoo.

以前 没 看过 jpm. 跳过 不 看了.
 
能解释这个的人还有空混CFC么?人家不的是那种分分钟几十上百万的人啊。。。。
 
关键是要看其他银行的情况,真的是因为INTERNAL CONTROL的问题,只一个JPMORGAN也无所谓,怕的是系统性的风险,还有他们在欧洲的EXPOSURE。同意对银行股谨慎一些,危机之后,大家对银行的风险很敏感。
 
后退
顶部