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politicalbetting.com » Blog Archive » Alastair Meeks on How Conservative Leavers could gift Labou

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  • chestnut said:

    Yougov detail shows that those who perceive they will be worst off and that Brexit is bad for the jobs and economy are young, high earning graduates, and they also think it will be bad for pensions, presumably their own.

    The haves and the have-nots analysis seems to be spot on.

    Well, if they don't like it, they'll just have to lump it, won't they. After all, young, high earning graduates certainly won't consider emigrating. And even if they did, it's not as though it's any great loss - they'll probably only go and become "experts" or something, and we know how useful they are!
  • WandererWanderer Posts: 3,838
    Anyway, I closed off my Leave bet at 3.2 yesterday. Given my knack for exquisitely bad timing it will be at evens by teatime.
  • MaxPBMaxPB Posts: 38,528
    On the central premise of the thread, if any of it were true, companies would never restructure. Brexit is as much about sovereignty as it is about restructuring the economy. When I was at Sony towards the end we underwent a £2bn restructuring and it wiped out the annual profit, two years later the restructuring is showing the gains that the board said it would and annual operating profit is up from a baseline of around £1.5bn per year to around £2.5bn per year.

    People will say that the board had a plan for company and that allowed them to grow after the £2bn cost, but the leave side aren't in a position to say what we would do after Brexit. Leave are not the government and since the government are steadfastly refusing to publicise their post-Brexit plan (and they surely have one) no one can really say what will happen. Leave can lay out a course of action they think would be beneficial such as completing a trade deal with Canada and pursuing a trade deal with the US, but until Brexit happens no country will want to cross Downing Street by engaging with the idea of Brexit. It is an enforced form of purgatory which is going to be very tough to get out of before 23rd.
  • IndigoIndigo Posts: 9,966
    edited June 2016
    taffys said:

    Citigroup alone is comprised of two or three that used to be independent (Salomon / Smith Barney / and Citi itself).

    So let me get this right. One of the major concerns that came out of the Subprime Crisis was the moral hazard that attached to being "too big to fail" so what do we do, we let three such businesses merge, so they are now "way too big to fail", seems a sensible course of action.

    Just as well big banks are not getting into dodgy shit like "bespoke tranche opportunities" then... oh!
  • Big_G_NorthWalesBig_G_NorthWales Posts: 62,749
    Mike Ashley up before Select Committee. How long before he tells them to 'Sod off'
  • OldKingColeOldKingCole Posts: 33,344
    MaxPB said:

    On the central premise of the thread, if any of it were true, companies would never restructure. Brexit is as much about sovereignty as it is about restructuring the economy. When I was at Sony towards the end we underwent a £2bn restructuring and it wiped out the annual profit, two years later the restructuring is showing the gains that the board said it would and annual operating profit is up from a baseline of around £1.5bn per year to around £2.5bn per year.

    People will say that the board had a plan for company and that allowed them to grow after the £2bn cost, but the leave side aren't in a position to say what we would do after Brexit. Leave are not the government and since the government are steadfastly refusing to publicise their post-Brexit plan (and they surely have one) no one can really say what will happen. Leave can lay out a course of action they think would be beneficial such as completing a trade deal with Canada and pursuing a trade deal with the US, but until Brexit happens no country will want to cross Downing Street by engaging with the idea of Brexit. It is an enforced form of purgatory which is going to be very tough to get out of before 23rd.

    Good post.
  • Casino_RoyaleCasino_Royale Posts: 59,994

    Remain back up to 74% after being down to circa 69% for the last 36 hours.

    A good poll due for Remain?

    Over £1 million matched in the last 24hrs.

    Reaction to Yougov and ORB, no?
    Was still at 69% an hour ago. So has gone up 5% since then.
    Ah.
  • TOPPINGTOPPING Posts: 42,753
    MaxPB said:

    TOPPING said:

    taffys said:

    Generally the investment banks tend towards IN while the asset managers towards OUT (seeing their centre of gravity as closer/moving towards the US).

    Hardly a surprise. The big investment banks love regulation because it erects massive barriers to entry.

    Those are only set to get bigger.

    Huh? Massive barriers to entry to whom? Plucky little investment banks?

    Of course the amount of regulation that we are seeing from Europe is staggering, and expensive, and the larger the institution the easier it would be to comply. But that is nothing to do with being in or out of the EU.

    Their views on regulations are the same as everyone else's but they believe that the ease of doing business throughout Europe with one set of rules simplifies things greatly.

    The cost of compliance for smaller funds is much higher a proportion of their income than it is for the BBs. Smaller and medium sized funds as well as hedge funds tend towards leave, the bigger banks and US banks tend towards remain, loads don't seem to care though as they don't think it will make any difference.
    Yes that was the thrust of my original comment. Still, people do conflate being a member of the EU with eg. MiFID compliance.
  • Sean_FSean_F Posts: 37,141

    Wanderer said:

    Remain back up to 74% after being down to circa 69% for the last 36 hours.

    A good poll due for Remain?

    Over £1 million matched in the last 24hrs.

    Possibly it's not so much expectation of a good poll for Remain as the absence of a further Leave surge in yesterday's polls. Punters seem to be sceptical about Leave, perhaps unduly.
    True dat
    It's like the way people continued to bet against Trump getting the Republican nomination even when the polls were saying he was going to get it.

    Really, I think that Remain's probability of winning should be in the range 55-60%.
  • TOPPINGTOPPING Posts: 42,753
    taffys said:

    Huh? Massive barriers to entry to whom? Plucky little investment banks?

    Huge Investment banks face far fewer competitors now than they did, say, 20 years ago - partly due to rampant merging and partly due to 2008.

    Citigroup alone is comprised of two or three that used to be independent (Salomon / Smith Barney / and Citi itself).

    Its the same for many others.

    This situation gives the current players absurdly large market shares in some products, as well as huge political leverage they never used to enjoy.

    The much healthier situation that used to prevail can never come back because new players can never compete, partly due to regulatory costs.

    But mostly due to Big Bang...
  • MaxPBMaxPB Posts: 38,528
    Roger said:

    Mortimer said:

    To put the £20bn to £40bn in context, Osborne's over-borrowing has now reached £180bn. By the end of 2016 it will be approaching £240bn.

    Britain's annual GDP is also approximately £60bn lower than Osborne predicted it would be.

    Very good point.
    Doesn't that also put the membership fee of £8 billion into context?
    £8bn per year, or £40bn over the 5 year spending cycle, or £48bn since 2010 when this government took over. It's gone up to £10bn since then as well, Roger.
  • NickPalmerNickPalmer Posts: 21,503
    currystar said:

    Time to say goodbye to my wonderful old dog today.

    There can't be any more visceral an experience than digging a grave for somebody you love.

    I dod it a year ago, it was probably the most heart breaking thing I have ever done, and I know that sounds mad.
    Awful and not mad at all - sympathies to you both.
  • IndigoIndigo Posts: 9,966
    MaxPB said:

    Roger said:

    Mortimer said:

    To put the £20bn to £40bn in context, Osborne's over-borrowing has now reached £180bn. By the end of 2016 it will be approaching £240bn.

    Britain's annual GDP is also approximately £60bn lower than Osborne predicted it would be.

    Very good point.
    Doesn't that also put the membership fee of £8 billion into context?
    £8bn per year, or £40bn over the 5 year spending cycle, or £48bn since 2010 when this government took over. It's gone up to £10bn since then as well, Roger.
    And it comes to more than the whole austerity program in the last parliament about which people bitched so much.
  • david_herdsondavid_herdson Posts: 17,678
    Sean_F said:

    Wanderer said:

    Remain back up to 74% after being down to circa 69% for the last 36 hours.

    A good poll due for Remain?

    Over £1 million matched in the last 24hrs.

    Possibly it's not so much expectation of a good poll for Remain as the absence of a further Leave surge in yesterday's polls. Punters seem to be sceptical about Leave, perhaps unduly.
    True dat
    It's like the way people continued to bet against Trump getting the Republican nomination even when the polls were saying he was going to get it.

    Really, I think that Remain's probability of winning should be in the range 55-60%.
    That's roughly where I'd put it.
  • logical_songlogical_song Posts: 9,898
    Indigo said:

    Roger said:

    Mortimer said:

    To put the £20bn to £40bn in context, Osborne's over-borrowing has now reached £180bn. By the end of 2016 it will be approaching £240bn.

    Britain's annual GDP is also approximately £60bn lower than Osborne predicted it would be.

    Very good point.
    Doesn't that rather put the membership fee of £8 billion into context?
    It would do, but its Remain that keeps on trying to make this an economic argument without understanding that for a substantial group of voters economics is not the be all and end all.
    So you don't believe "it's the economy stupid"?
    http://www2.politicalbetting.com/index.php/archives/2016/05/01/its-the-economy-stupid/
  • taffystaffys Posts: 9,753
    ''Just as well big banks are not getting into dodgy shit like "bespoke tranche opportunities" then... oh! ''

    Actually they all merged before 2008, but your point holds.

    For me there are still far too few banks out there and the huge weaknesses of the current system remain.

    Some old operators were partnerships who would have lost everything if the balloon went up. Bankers are human beings and the threat of losing everything you have worked for is a far better insurance against wild speculation than a mountain of regulation will ever be.
  • MaxPBMaxPB Posts: 38,528
    Indigo said:

    MaxPB said:

    Roger said:

    Mortimer said:

    To put the £20bn to £40bn in context, Osborne's over-borrowing has now reached £180bn. By the end of 2016 it will be approaching £240bn.

    Britain's annual GDP is also approximately £60bn lower than Osborne predicted it would be.

    Very good point.
    Doesn't that also put the membership fee of £8 billion into context?
    £8bn per year, or £40bn over the 5 year spending cycle, or £48bn since 2010 when this government took over. It's gone up to £10bn since then as well, Roger.
    And it comes to more than the whole austerity program in the last parliament about which people bitched so much.
    Well I don't agree with that, the austerity programme makes annual saving worth around £14-16bn at the moment (most of it has been eroded by the higher personal allowance), the 5 year spending period saving made by the austerity programme is around £70-80bn at the moment, higher than expected EU net contribution of around £50bn over the next five years, it is still a huge sum of money which could be better spent elsewhere or on reducing the deficit.
  • IndigoIndigo Posts: 9,966

    Indigo said:

    Roger said:

    Mortimer said:

    To put the £20bn to £40bn in context, Osborne's over-borrowing has now reached £180bn. By the end of 2016 it will be approaching £240bn.

    Britain's annual GDP is also approximately £60bn lower than Osborne predicted it would be.

    Very good point.
    Doesn't that rather put the membership fee of £8 billion into context?
    It would do, but its Remain that keeps on trying to make this an economic argument without understanding that for a substantial group of voters economics is not the be all and end all.
    So you don't believe "it's the economy stupid"?
    http://www2.politicalbetting.com/index.php/archives/2016/05/01/its-the-economy-stupid/
    I believe it is on General Elections because largely you get the same policies whoever gets elected with slightly different window dressing, so the key differentiation is competence and by extension economic credibility. I am less convinced on the EU Ref as there are major differences in substance between the camp, and pathological liars on both sides so no one believes the figures spouted by anyone.
  • MaxPBMaxPB Posts: 38,528
    TOPPING said:

    MaxPB said:

    TOPPING said:

    taffys said:

    Generally the investment banks tend towards IN while the asset managers towards OUT (seeing their centre of gravity as closer/moving towards the US).

    Hardly a surprise. The big investment banks love regulation because it erects massive barriers to entry.

    Those are only set to get bigger.

    Huh? Massive barriers to entry to whom? Plucky little investment banks?

    Of course the amount of regulation that we are seeing from Europe is staggering, and expensive, and the larger the institution the easier it would be to comply. But that is nothing to do with being in or out of the EU.

    Their views on regulations are the same as everyone else's but they believe that the ease of doing business throughout Europe with one set of rules simplifies things greatly.

    The cost of compliance for smaller funds is much higher a proportion of their income than it is for the BBs. Smaller and medium sized funds as well as hedge funds tend towards leave, the bigger banks and US banks tend towards remain, loads don't seem to care though as they don't think it will make any difference.
    Yes that was the thrust of my original comment. Still, people do conflate being a member of the EU with eg. MiFID compliance.
    It's compliance with EMU based directives that have no bearing on UK based institutions. MIFID is just Basel 3 and we would implement it in our own way outside of the EU.
  • Morris_DancerMorris_Dancer Posts: 61,700
    Got to say I expected boringly and consistently enormous Remain leads by now.

    A 60/40 result, my long-term prediction, is not impossible but looks less likely than it did. A Leave vote would still be a surprise, but much less so than it might have been.
  • IndigoIndigo Posts: 9,966
    edited June 2016
    MaxPB said:

    Indigo said:

    MaxPB said:

    Roger said:

    Mortimer said:

    To put the £20bn to £40bn in context, Osborne's over-borrowing has now reached £180bn. By the end of 2016 it will be approaching £240bn.

    Britain's annual GDP is also approximately £60bn lower than Osborne predicted it would be.

    Very good point.
    Doesn't that also put the membership fee of £8 billion into context?
    £8bn per year, or £40bn over the 5 year spending cycle, or £48bn since 2010 when this government took over. It's gone up to £10bn since then as well, Roger.
    And it comes to more than the whole austerity program in the last parliament about which people bitched so much.
    Well I don't agree with that, the austerity programme makes annual saving worth around £14-16bn at the moment (most of it has been eroded by the higher personal allowance), the 5 year spending period saving made by the austerity programme is around £70-80bn at the moment, higher than expected EU net contribution of around £50bn over the next five years, it is still a huge sum of money which could be better spent elsewhere or on reducing the deficit.
    The austerity program in the 2010-15 parliament saved 36bn, we paid 41bn to the EU over the same period.
  • Big_G_NorthWalesBig_G_NorthWales Posts: 62,749
    Indigo said:

    Talk about brass neck!

    http://www.telegraph.co.uk/news/2016/06/07/eu-referendum-new-orb-poll-leave-brexit-campaign-closing-gap/

    David Cameron denounces 'complete untruths and nonsense' of Brexit campaign in hastily arranged speech after polls narrow dramatically
    This is Dave "World War 3, Economic Armageddon and Refugee Camps in Kent" Cameron that is saying this!

    No - He was countering Leave's claims yesterday in a competent matter of fact way. Nothing is gained by attempting to shout him down. This is one of the reasons I intend posting less
  • taffystaffys Posts: 9,753
    But mostly due to Big Bang...

    I'm not sure that's the case. Many of the mergers we are talking about are American, European and Japanese based firms, although the UK did its fair share (remember SG Warburg? Robert Fleming? Kleinwort Benson? Samual Montagu? SG Hambro?).

    The roots of 2008 are many and complex. But allowing big banks to become too big was undoubtedly one of them. Its a topic for another day, I think.
  • MaxPBMaxPB Posts: 38,528
    Indigo said:

    MaxPB said:

    Indigo said:

    MaxPB said:

    Roger said:

    Mortimer said:

    To put the £20bn to £40bn in context, Osborne's over-borrowing has now reached £180bn. By the end of 2016 it will be approaching £240bn.

    Britain's annual GDP is also approximately £60bn lower than Osborne predicted it would be.

    Very good point.
    Doesn't that also put the membership fee of £8 billion into context?
    £8bn per year, or £40bn over the 5 year spending cycle, or £48bn since 2010 when this government took over. It's gone up to £10bn since then as well, Roger.
    And it comes to more than the whole austerity program in the last parliament about which people bitched so much.
    Well I don't agree with that, the austerity programme makes annual saving worth around £14-16bn at the moment (most of it has been eroded by the higher personal allowance), the 5 year spending period saving made by the austerity programme is around £70-80bn at the moment, higher than expected EU net contribution of around £50bn over the next five years, it is still a huge sum of money which could be better spent elsewhere or on reducing the deficit.
    The austerity program in the 2010-15 parliament saved 36bn, we paid 41bn to the EU over the same period.
    Yes, that was the last spending period, the austerity programme was backloaded to 2014/15 so the cumulative savings over this period will be much higher.
  • RobCRobC Posts: 398

    Got to say I expected boringly and consistently enormous Remain leads by now.

    A 60/40 result, my long-term prediction, is not impossible but looks less likely than it did. A Leave vote would still be a surprise, but much less so than it might have been.

    I suspect the public will get what they want - a narrow maybe squeakily narrow Remain win enough to send a warning shot across the bow of Brussels but to dodge the dislocation an actual departure will cause.
  • TOPPINGTOPPING Posts: 42,753
    MaxPB said:

    TOPPING said:

    MaxPB said:

    TOPPING said:

    taffys said:

    Generally the investment banks tend towards IN while the asset managers towards OUT (seeing their centre of gravity as closer/moving towards the US).

    Hardly a surprise. The big investment banks love regulation because it erects massive barriers to entry.

    Those are only set to get bigger.

    Huh? Massive barriers to entry to whom? Plucky little investment banks?

    Of course the amount of regulation that we are seeing from Europe is staggering, and expensive, and the larger the institution the easier it would be to comply. But that is nothing to do with being in or out of the EU.

    Their views on regulations are the same as everyone else's but they believe that the ease of doing business throughout Europe with one set of rules simplifies things greatly.

    The cost of compliance for smaller funds is much higher a proportion of their income than it is for the BBs. Smaller and medium sized funds as well as hedge funds tend towards leave, the bigger banks and US banks tend towards remain, loads don't seem to care though as they don't think it will make any difference.
    Yes that was the thrust of my original comment. Still, people do conflate being a member of the EU with eg. MiFID compliance.
    It's compliance with EMU based directives that have no bearing on UK based institutions. MIFID is just Basel 3 and we would implement it in our own way outside of the EU.
    Um no. That's CRD IV. Which is the implementation mechanism for Basel 3 which, as you say, we would be implementing anyway.

    MiFID is a whole different kettle of fish. It tells us how we can trade, clear, settle and report European equities. And if you want to trade European equities then you need to be MiFID compliant.

    In case you are feeling too full of the joys of spring/summer.
  • PlatoSaidPlatoSaid Posts: 10,383

    Indigo said:

    Roger said:

    Mortimer said:

    To put the £20bn to £40bn in context, Osborne's over-borrowing has now reached £180bn. By the end of 2016 it will be approaching £240bn.

    Britain's annual GDP is also approximately £60bn lower than Osborne predicted it would be.

    Very good point.
    Doesn't that rather put the membership fee of £8 billion into context?
    It would do, but its Remain that keeps on trying to make this an economic argument without understanding that for a substantial group of voters economics is not the be all and end all.
    So you don't believe "it's the economy stupid"?
    http://www2.politicalbetting.com/index.php/archives/2016/05/01/its-the-economy-stupid/
    That doesn't apply as an argument if you're already feeling the effects of immigration, pressure on public services, rent/trapped at home with parents/already retired or comfortable.

    The gap between those who are Haves vs Have Nots is very wide. I think a great many Remainers simply don't get this. It's not in their orbit or consider it irrelevant. That's why after 90 days of economic Armageddon from Osborne & Co - Leave are neck and neck.
  • IndigoIndigo Posts: 9,966
    taffys said:

    Some old operators were partnerships who would have lost everything if the balloon went up. Bankers are human beings and the threat of losing everything you have worked for is a far better insurance against wild speculation than a mountain of regulation will ever be.

    Absolutely. But the government stepping in and socialising all your losses while you get to enjoy any of the profits does seem to be somewhat on the road to hell. I firmly believe that business that feck up should carry the can, meaning more directors in jail if they have behaved in a criminal manner as certain banks in 2008-9 did, and the shareholders being the first to lose their money if they back the wrong horse, since they are the first to profit if they back the right one. But in order for that to happen they need to be small enough that the ripples from driving one to the wall doesn't sink others.
  • TOPPINGTOPPING Posts: 42,753
    taffys said:

    But mostly due to Big Bang...

    I'm not sure that's the case. Many of the mergers we are talking about are American, European and Japanese based firms, although the UK did its fair share (remember SG Warburg? Robert Fleming? Kleinwort Benson? Samual Montagu? SG Hambro?).

    The roots of 2008 are many and complex. But allowing big banks to become too big was undoubtedly one of them. Its a topic for another day, I think.

    Indeed and perhaps even a different blog, although not much isn't discussed on here.

    And on that note, laters...
  • Sean_FSean_F Posts: 37,141

    Indigo said:

    Roger said:

    Mortimer said:

    To put the £20bn to £40bn in context, Osborne's over-borrowing has now reached £180bn. By the end of 2016 it will be approaching £240bn.

    Britain's annual GDP is also approximately £60bn lower than Osborne predicted it would be.

    Very good point.
    Doesn't that rather put the membership fee of £8 billion into context?
    It would do, but its Remain that keeps on trying to make this an economic argument without understanding that for a substantial group of voters economics is not the be all and end all.
    So you don't believe "it's the economy stupid"?
    http://www2.politicalbetting.com/index.php/archives/2016/05/01/its-the-economy-stupid/
    I don't think it's just about economics, by any means. I'll leave that argument to Marxist historians.
  • taffystaffys Posts: 9,753
    No - He was countering Leave's claims yesterday in a competent matter of fact way. Nothing is gained by attempting to shout him down. This is one of the reasons I intend posting less

    No one is shouting Dave down.

    He said the 1.7bn bill the EU gave us was 'appalling'. He then paid in full.

    We listen to what he says about the EU now, but nobody believes it is the truth.
  • Morris_DancerMorris_Dancer Posts: 61,700
    Mr. C, that's a very plausible result.

    However, the choice is binary and there won't be another referendum for a long time if we choose to stay. It's Leave, or More Integration, and the response of the EU won't be to take account of powerful scepticism in the UK but to avoid asking the electorate for their opinion in the future.
  • IndigoIndigo Posts: 9,966
    edited June 2016

    No - He was countering Leave's claims yesterday in a competent matter of fact way. Nothing is gained by attempting to shout him down. This is one of the reasons I intend posting less

    Yes, but he has no credibility to counter them being guilting of exactly the same things himself. The polls show that only 17% of the public trust him now, and that is entirely his own fault.
  • IndigoIndigo Posts: 9,966
    MaxPB said:

    Indigo said:

    MaxPB said:

    Indigo said:

    MaxPB said:

    Roger said:

    Mortimer said:

    To put the £20bn to £40bn in context, Osborne's over-borrowing has now reached £180bn. By the end of 2016 it will be approaching £240bn.

    Britain's annual GDP is also approximately £60bn lower than Osborne predicted it would be.

    Very good point.
    Doesn't that also put the membership fee of £8 billion into context?
    £8bn per year, or £40bn over the 5 year spending cycle, or £48bn since 2010 when this government took over. It's gone up to £10bn since then as well, Roger.
    And it comes to more than the whole austerity program in the last parliament about which people bitched so much.
    Well I don't agree with that, the austerity programme makes annual saving worth around £14-16bn at the moment (most of it has been eroded by the higher personal allowance), the 5 year spending period saving made by the austerity programme is around £70-80bn at the moment, higher than expected EU net contribution of around £50bn over the next five years, it is still a huge sum of money which could be better spent elsewhere or on reducing the deficit.
    The austerity program in the 2010-15 parliament saved 36bn, we paid 41bn to the EU over the same period.
    Yes, that was the last spending period, the austerity programme was backloaded to 2014/15 so the cumulative savings over this period will be much higher.
    I don't deny it, however I said "And it comes to more than the whole austerity program in the last parliament about which people bitched so much"
  • RogerRoger Posts: 19,851
    Indigo said:

    Roger said:

    Mortimer said:

    To put the £20bn to £40bn in context, Osborne's over-borrowing has now reached £180bn. By the end of 2016 it will be approaching £240bn.

    Britain's annual GDP is also approximately £60bn lower than Osborne predicted it would be.

    Very good point.
    Doesn't that rather put the membership fee of £8 billion into context?
    It would do, but its Remain that keeps on trying to make this an economic argument without understanding that for a substantial group of voters economics is not the be all and end all.
    If it's not economics is it sovereignty? I've never felt I held much sway over what our government does. My one vote more often goes to the losing side anyway. Even when my side won and I marched through London with 1,000,000 others I was ignored and we invaded Iraq. I'm happy to have the excesses of my government tempered by the cool heads of other Europeans. There are very few power combinations I fear as much as IDS Boris Pritti or Gove.
  • Casino_RoyaleCasino_Royale Posts: 59,994
    Sean_F said:

    Indigo said:

    Roger said:

    Mortimer said:

    To put the £20bn to £40bn in context, Osborne's over-borrowing has now reached £180bn. By the end of 2016 it will be approaching £240bn.

    Britain's annual GDP is also approximately £60bn lower than Osborne predicted it would be.

    Very good point.
    Doesn't that rather put the membership fee of £8 billion into context?
    It would do, but its Remain that keeps on trying to make this an economic argument without understanding that for a substantial group of voters economics is not the be all and end all.
    So you don't believe "it's the economy stupid"?
    http://www2.politicalbetting.com/index.php/archives/2016/05/01/its-the-economy-stupid/
    I don't think it's just about economics, by any means. I'll leave that argument to Marxist historians.
    I think the economic arguments favour Leave in the medium-long term.

    Voting Leave is an investment.
  • MaxPBMaxPB Posts: 38,528
    TOPPING said:

    MaxPB said:

    TOPPING said:

    MaxPB said:

    TOPPING said:

    taffys said:

    Generally the investment banks tend towards IN while the asset managers towards OUT (seeing their centre of gravity as closer/moving towards the US).

    Hardly a surprise. The big investment banks love regulation because it erects massive barriers to entry.

    Those are only set to get bigger.

    Huh? Massive barriers to entry to whom? Plucky little investment banks?

    Of course the amount of regulation that we are seeing from Europe is staggering, and expensive, and the larger the institution the easier it would be to comply. But that is nothing to do with being in or out of the EU.

    Their views on regulations are the same as everyone else's but they believe that the ease of doing business throughout Europe with one set of rules simplifies things greatly.

    The cost of compliance for smaller funds is much higher a proportion of their income than it is for the BBs. Smaller and medium sized funds as well as hedge funds tend towards leave, the bigger banks and US banks tend towards remain, loads don't seem to care though as they don't think it will make any difference.
    Yes that was the thrust of my original comment. Still, people do conflate being a member of the EU with eg. MiFID compliance.
    It's compliance with EMU based directives that have no bearing on UK based institutions. MIFID is just Basel 3 and we would implement it in our own way outside of the EU.
    Um no. That's CRD IV. Which is the implementation mechanism for Basel 3 which, as you say, we would be implementing anyway.

    MiFID is a whole different kettle of fish. It tells us how we can trade, clear, settle and report European equities. And if you want to trade European equities then you need to be MiFID compliant.

    In case you are feeling too full of the joys of spring/summer.
    Reading the first paragraph of that reminds me why I'm an analyst and don't need to worry about compliance!
  • PlatoSaidPlatoSaid Posts: 10,383
    edited June 2016

    Got to say I expected boringly and consistently enormous Remain leads by now.

    A 60/40 result, my long-term prediction, is not impossible but looks less likely than it did. A Leave vote would still be a surprise, but much less so than it might have been.

    It's all very exciting. This referendum has me a great deal more engaged. It's all about values - that's cross party stuff. The thrill and camaraderie is quite something. I think it's changed much of the embedded tribal thinking.

    And it's nowt to do with Corbyn et al - it's about how we define and see ourselves as a nation.
  • williamglennwilliamglenn Posts: 51,320

    Sean_F said:

    Indigo said:

    Roger said:

    Mortimer said:

    To put the £20bn to £40bn in context, Osborne's over-borrowing has now reached £180bn. By the end of 2016 it will be approaching £240bn.

    Britain's annual GDP is also approximately £60bn lower than Osborne predicted it would be.

    Very good point.
    Doesn't that rather put the membership fee of £8 billion into context?
    It would do, but its Remain that keeps on trying to make this an economic argument without understanding that for a substantial group of voters economics is not the be all and end all.
    So you don't believe "it's the economy stupid"?
    http://www2.politicalbetting.com/index.php/archives/2016/05/01/its-the-economy-stupid/
    I don't think it's just about economics, by any means. I'll leave that argument to Marxist historians.
    I think the economic arguments favour Leave in the medium-long term.

    Voting Leave is an investment.
    You think Brexit would be the beginning of the end of the EU. Your predictions are based on wishful thinking.
  • OldKingColeOldKingCole Posts: 33,344

    Mr. C, that's a very plausible result.

    However, the choice is binary and there won't be another referendum for a long time if we choose to stay. It's Leave, or More Integration, and the response of the EU won't be to take account of powerful scepticism in the UK but to avoid asking the electorate for their opinion in the future.

    So long as there’s a decent percentage turnout. A low turnout either way will simply pour petrol on the fire. That’was the good feature of the IndyRef; a big turnout seems to have quietened things down.
  • Big_G_NorthWalesBig_G_NorthWales Posts: 62,749
    Indigo said:

    No - He was countering Leave's claims yesterday in a competent matter of fact way. Nothing is gained by attempting to shout him down. This is one of the reasons I intend posting less

    Yes, but he has no credibility to counter them being guilting of exactly the same things himself. The polls show that only 17% of the public trust him now, and that is entirely his own fault.
    He sounded very credible to me but leave would not like it as it contradicts their claims
  • MaxPBMaxPB Posts: 38,528
    edited June 2016

    Sean_F said:

    Indigo said:

    Roger said:

    Mortimer said:

    To put the £20bn to £40bn in context, Osborne's over-borrowing has now reached £180bn. By the end of 2016 it will be approaching £240bn.

    Britain's annual GDP is also approximately £60bn lower than Osborne predicted it would be.

    Very good point.
    Doesn't that rather put the membership fee of £8 billion into context?
    It would do, but its Remain that keeps on trying to make this an economic argument without understanding that for a substantial group of voters economics is not the be all and end all.
    So you don't believe "it's the economy stupid"?
    http://www2.politicalbetting.com/index.php/archives/2016/05/01/its-the-economy-stupid/
    I don't think it's just about economics, by any means. I'll leave that argument to Marxist historians.
    I think the economic arguments favour Leave in the medium-long term.

    Voting Leave is an investment.
    Yes, I think of of it like a company who are restructuring, a large upfront cost to get rid of some deadwood, reposition themselves into new markets and make investments towards that end. As I said earlier, Sony did exactly that just before I left the company and excluding the effects of the earthquake they would have projected a £2.5bn operating profit, up from long run average of around £1.5bn when I was there.
  • CharlesCharles Posts: 35,758
    TOPPING said:

    taffys said:

    ''Hold on. Why? Why does Remain feel the need to advertise so heavily to banks, brokers and other City institutions and their workers? ''

    The reason is Remain MUST hold the City. If it were to emerge the City thought itself better outside the EU, it would destroy Remain's economic case utterly. It would atomise it.

    Remain must try to keep the City onside at all costs.

    Generally the investment banks tend towards IN while the asset managers towards OUT (seeing their centre of gravity as closer/moving towards the US).
    The investment banks being, mainly, european or american and the asset managers being british has nothing to do with that, I suppose
  • IndigoIndigo Posts: 9,966
    Roger said:

    Indigo said:

    Roger said:

    Mortimer said:

    To put the £20bn to £40bn in context, Osborne's over-borrowing has now reached £180bn. By the end of 2016 it will be approaching £240bn.

    Britain's annual GDP is also approximately £60bn lower than Osborne predicted it would be.

    Very good point.
    Doesn't that rather put the membership fee of £8 billion into context?
    It would do, but its Remain that keeps on trying to make this an economic argument without understanding that for a substantial group of voters economics is not the be all and end all.
    If it's not economics is it sovereignty? I've never felt I held much sway over what our government does. My one vote more often goes to the losing side anyway. Even when my side won and I marched through London with 1,000,000 others I was ignored and we invaded Iraq. I'm happy to have the excesses of my government tempered by the cool heads of other Europeans. There are very few power combinations I fear as much as IDS Boris Pritti or Gove.
    That is because the EU is currently in sympathy with your views. It could easily change, AfD winning the Euros in German, NF in France, UKIP in the UK and all of a sudden you have a right wing EU looking at all sorts of policies you won't like, and then you will discover you can't do anything about them either.
  • TheScreamingEaglesTheScreamingEagles Posts: 119,301
    Sean_F said:

    Indigo said:

    Roger said:

    Mortimer said:

    To put the £20bn to £40bn in context, Osborne's over-borrowing has now reached £180bn. By the end of 2016 it will be approaching £240bn.

    Britain's annual GDP is also approximately £60bn lower than Osborne predicted it would be.

    Very good point.
    Doesn't that rather put the membership fee of £8 billion into context?
    It would do, but its Remain that keeps on trying to make this an economic argument without understanding that for a substantial group of voters economics is not the be all and end all.
    So you don't believe "it's the economy stupid"?
    http://www2.politicalbetting.com/index.php/archives/2016/05/01/its-the-economy-stupid/
    I don't think it's just about economics, by any means. I'll leave that argument to Marxist historians.
    Since we've had proper polling in this country apart from 1997, every election and referendum has been won by the side who is considered the best on the economy.

    It's how voters choose.
  • PlatoSaidPlatoSaid Posts: 10,383
    taffys said:

    But mostly due to Big Bang...

    I'm not sure that's the case. Many of the mergers we are talking about are American, European and Japanese based firms, although the UK did its fair share (remember SG Warburg? Robert Fleming? Kleinwort Benson? Samual Montagu? SG Hambro?).

    The roots of 2008 are many and complex. But allowing big banks to become too big was undoubtedly one of them. Its a topic for another day, I think.

    Talk of Big Bang makes me feel old. I used to headhunt rain-makers back then - what a heady time the 80s were.
  • Morris_DancerMorris_Dancer Posts: 61,700
    Miss Plato, must say I'm less engaged, largely because I've not heard anything to make me reconsider my probable Leave position.

    The Woe, Doom and Death approach of Remain didn't entice me to consider their arguments seriously.
  • david_herdsondavid_herdson Posts: 17,678

    Sean_F said:

    Indigo said:

    Roger said:

    Mortimer said:

    To put the £20bn to £40bn in context, Osborne's over-borrowing has now reached £180bn. By the end of 2016 it will be approaching £240bn.

    Britain's annual GDP is also approximately £60bn lower than Osborne predicted it would be.

    Very good point.
    Doesn't that rather put the membership fee of £8 billion into context?
    It would do, but its Remain that keeps on trying to make this an economic argument without understanding that for a substantial group of voters economics is not the be all and end all.
    So you don't believe "it's the economy stupid"?
    http://www2.politicalbetting.com/index.php/archives/2016/05/01/its-the-economy-stupid/
    I don't think it's just about economics, by any means. I'll leave that argument to Marxist historians.
    I think the economic arguments favour Leave in the medium-long term.

    Voting Leave is an investment.
    You think Brexit would be the beginning of the end of the EU. Your predictions are based on wishful thinking.
    There is a not inconsiderable risk that that would be the case. We could easily be looking at an Emperor's New Clothes situation where the unthinkable suddenly becomes very obvious.

    France, Holland and Austria could all elect far-/populist-rightwing governments in the next year or so, which would at the minimum profoundly transform the EU and quite possibly lead to its end.
  • TheScreamingEaglesTheScreamingEagles Posts: 119,301

    Miss Plato, must say I'm less engaged, largely because I've not heard anything to make me reconsider my probable Leave position.

    The Woe, Doom and Death approach of Remain didn't entice me to consider their arguments seriously.

    We're coming to canvass you this week.
  • MaxPBMaxPB Posts: 38,528

    Indigo said:

    No - He was countering Leave's claims yesterday in a competent matter of fact way. Nothing is gained by attempting to shout him down. This is one of the reasons I intend posting less

    Yes, but he has no credibility to counter them being guilting of exactly the same things himself. The polls show that only 17% of the public trust him now, and that is entirely his own fault.
    He sounded very credible to me but leave would not like it as it contradicts their claims
    Sounding credible to someone who has already voted isn't really a big challenge, you already believe that the EU is where our future lies. He doesn't sound credible to the undecideds and wavering Leavers and probably not to the reluctant remainers either given how poor his ratings are.
  • MortimerMortimer Posts: 14,114
    Roger said:

    Mortimer said:

    To put the £20bn to £40bn in context, Osborne's over-borrowing has now reached £180bn. By the end of 2016 it will be approaching £240bn.

    Britain's annual GDP is also approximately £60bn lower than Osborne predicted it would be.

    Very good point.
    Doesn't that also put the membership fee of £8 billion into context?
    Not really - we're talking about wider economic impact figures, not membership fees for stagnating clubs.
  • IndigoIndigo Posts: 9,966

    Indigo said:

    No - He was countering Leave's claims yesterday in a competent matter of fact way. Nothing is gained by attempting to shout him down. This is one of the reasons I intend posting less

    Yes, but he has no credibility to counter them being guilting of exactly the same things himself. The polls show that only 17% of the public trust him now, and that is entirely his own fault.
    He sounded very credible to me but leave would not like it as it contradicts their claims
    You are part of the 17%, as are most party members I am sure. I would be delighted if that other 83% who don't trust him are for leave, but it seems unduly optimistic on my part ;)
  • CharlesCharles Posts: 35,758
    Indigo said:

    taffys said:

    Citigroup alone is comprised of two or three that used to be independent (Salomon / Smith Barney / and Citi itself).

    So let me get this right. One of the major concerns that came out of the Subprime Crisis was the moral hazard that attached to being "too big to fail" so what do we do, we let three such businesses merge, so they are now "way too big to fail", seems a sensible course of action.

    Just as well big banks are not getting into dodgy shit like "bespoke tranche opportunities" then... oh!
    City and SSB (and Schroders) merged in the late 1990s/2000s. The sub prime crisis was the result of the abolition of Glass-Stegall
  • Casino_RoyaleCasino_Royale Posts: 59,994

    Sean_F said:

    Indigo said:

    Roger said:

    Mortimer said:

    To put the £20bn to £40bn in context, Osborne's over-borrowing has now reached £180bn. By the end of 2016 it will be approaching £240bn.

    Britain's annual GDP is also approximately £60bn lower than Osborne predicted it would be.

    Very good point.
    Doesn't that rather put the membership fee of £8 billion into context?
    It would do, but its Remain that keeps on trying to make this an economic argument without understanding that for a substantial group of voters economics is not the be all and end all.
    So you don't believe "it's the economy stupid"?
    http://www2.politicalbetting.com/index.php/archives/2016/05/01/its-the-economy-stupid/
    I don't think it's just about economics, by any means. I'll leave that argument to Marxist historians.
    I think the economic arguments favour Leave in the medium-long term.

    Voting Leave is an investment.
    You think Brexit would be the beginning of the end of the EU. Your predictions are based on wishful thinking.
    I never said that.
  • taffystaffys Posts: 9,753
    ''Talk of Big Bang makes me feel old. I used to headhunt rain-makers back then - what a heady time the 80s were.''

    My fave decade ever.
  • IndigoIndigo Posts: 9,966

    Sean_F said:

    Indigo said:

    Roger said:

    Mortimer said:

    To put the £20bn to £40bn in context, Osborne's over-borrowing has now reached £180bn. By the end of 2016 it will be approaching £240bn.

    Britain's annual GDP is also approximately £60bn lower than Osborne predicted it would be.

    Very good point.
    Doesn't that rather put the membership fee of £8 billion into context?
    It would do, but its Remain that keeps on trying to make this an economic argument without understanding that for a substantial group of voters economics is not the be all and end all.
    So you don't believe "it's the economy stupid"?
    http://www2.politicalbetting.com/index.php/archives/2016/05/01/its-the-economy-stupid/
    I don't think it's just about economics, by any means. I'll leave that argument to Marxist historians.
    Since we've had proper polling in this country apart from 1997, every election and referendum has been won by the side who is considered the best on the economy.

    It's how voters choose.
    In General Election you get the same policies from either side with slightly different window dressing (at least you did pre-Corbyn) so the economy, and their competence at managing it was the only meaningful differentiator.
  • CharlesCharles Posts: 35,758
    taffys said:

    ''Just as well big banks are not getting into dodgy shit like "bespoke tranche opportunities" then... oh! ''

    Actually they all merged before 2008, but your point holds.

    For me there are still far too few banks out there and the huge weaknesses of the current system remain.

    Some old operators were partnerships who would have lost everything if the balloon went up. Bankers are human beings and the threat of losing everything you have worked for is a far better insurance against wild speculation than a mountain of regulation will ever be.

    I believe that bankers should operate in partnerships with unlimited liability. Joint stock banks were a dangerous innovation
  • williamglennwilliamglenn Posts: 51,320

    Sean_F said:

    Indigo said:

    Roger said:

    Mortimer said:

    To put the £20bn to £40bn in context, Osborne's over-borrowing has now reached £180bn. By the end of 2016 it will be approaching £240bn.

    Britain's annual GDP is also approximately £60bn lower than Osborne predicted it would be.

    Very good point.
    Doesn't that rather put the membership fee of £8 billion into context?
    It would do, but its Remain that keeps on trying to make this an economic argument without understanding that for a substantial group of voters economics is not the be all and end all.
    So you don't believe "it's the economy stupid"?
    http://www2.politicalbetting.com/index.php/archives/2016/05/01/its-the-economy-stupid/
    I don't think it's just about economics, by any means. I'll leave that argument to Marxist historians.
    I think the economic arguments favour Leave in the medium-long term.

    Voting Leave is an investment.
    You think Brexit would be the beginning of the end of the EU. Your predictions are based on wishful thinking.
    There is a not inconsiderable risk that that would be the case. We could easily be looking at an Emperor's New Clothes situation where the unthinkable suddenly becomes very obvious.

    France, Holland and Austria could all elect far-/populist-rightwing governments in the next year or so, which would at the minimum profoundly transform the EU and quite possibly lead to its end.
    It would profoundly transform the politics of the EU. I think the institutions are stronger than you realise. If nothing else, while populist movements may be anti-Brussels in tone, they are not anti their neighbours. If there is a collective political shift, those countries will be quite amenable to working together within the EU.
  • PlatoSaidPlatoSaid Posts: 10,383

    Miss Plato, must say I'm less engaged, largely because I've not heard anything to make me reconsider my probable Leave position.

    The Woe, Doom and Death approach of Remain didn't entice me to consider their arguments seriously.

    Oh, I'm getting a big kick from pushing LabourLeave/Non-EU immigrant campaigns - I totally get their viewpoint. We're all on the same team.
  • Scott_PScott_P Posts: 51,453
    PlatoSaid said:

    And it's nowt to do with Corbyn et al - it's about how we define and see ourselves as a nation.

    Xenophobic and isolationist

    versus

    Internationalist and cooperative

    I know which side I am on
  • williamglennwilliamglenn Posts: 51,320

    Sean_F said:

    Indigo said:

    Roger said:

    Mortimer said:

    To put the £20bn to £40bn in context, Osborne's over-borrowing has now reached £180bn. By the end of 2016 it will be approaching £240bn.

    Britain's annual GDP is also approximately £60bn lower than Osborne predicted it would be.

    Very good point.
    Doesn't that rather put the membership fee of £8 billion into context?
    It would do, but its Remain that keeps on trying to make this an economic argument without understanding that for a substantial group of voters economics is not the be all and end all.
    So you don't believe "it's the economy stupid"?
    http://www2.politicalbetting.com/index.php/archives/2016/05/01/its-the-economy-stupid/
    I don't think it's just about economics, by any means. I'll leave that argument to Marxist historians.
    I think the economic arguments favour Leave in the medium-long term.

    Voting Leave is an investment.
    You think Brexit would be the beginning of the end of the EU. Your predictions are based on wishful thinking.
    I never said that.
    Apologies if I've confused you with Indigo.
  • PlatoSaidPlatoSaid Posts: 10,383

    Sean_F said:

    Indigo said:

    Roger said:

    Mortimer said:

    To put the £20bn to £40bn in context, Osborne's over-borrowing has now reached £180bn. By the end of 2016 it will be approaching £240bn.

    Britain's annual GDP is also approximately £60bn lower than Osborne predicted it would be.

    Very good point.
    Doesn't that rather put the membership fee of £8 billion into context?
    It would do, but its Remain that keeps on trying to make this an economic argument without understanding that for a substantial group of voters economics is not the be all and end all.
    So you don't believe "it's the economy stupid"?
    http://www2.politicalbetting.com/index.php/archives/2016/05/01/its-the-economy-stupid/
    I don't think it's just about economics, by any means. I'll leave that argument to Marxist historians.
    I think the economic arguments favour Leave in the medium-long term.

    Voting Leave is an investment.
    You think Brexit would be the beginning of the end of the EU. Your predictions are based on wishful thinking.
    There is a not inconsiderable risk that that would be the case. We could easily be looking at an Emperor's New Clothes situation where the unthinkable suddenly becomes very obvious.

    France, Holland and Austria could all elect far-/populist-rightwing governments in the next year or so, which would at the minimum profoundly transform the EU and quite possibly lead to its end.
    Poland is already getting a punishment beating from Junker et al. And Hungary.
  • TheScreamingEaglesTheScreamingEagles Posts: 119,301
    Scott_P said:

    PlatoSaid said:

    And it's nowt to do with Corbyn et al - it's about how we define and see ourselves as a nation.

    Xenophobic and isolationist

    versus

    Internationalist and cooperative

    I know which side I am on
    It's just like the Indyref all over again
  • Scott_PScott_P Posts: 51,453
    @JamesMelville: The Brexit campaign doesn't have any politician that would survive a Willy Wonka factory tour.

    :)
  • Sean_FSean_F Posts: 37,141
    Scott_P said:

    PlatoSaid said:

    And it's nowt to do with Corbyn et al - it's about how we define and see ourselves as a nation.

    Xenophobic and isolationist

    versus

    Internationalist and cooperative

    I know which side I am on
    The wrong one.
  • TOPPINGTOPPING Posts: 42,753
    MaxPB said:

    TOPPING said:

    MaxPB said:

    TOPPING said:

    MaxPB said:

    TOPPING said:

    taffys said:

    Generally the investment banks tend towards IN while the asset managers towards OUT (seeing their centre of gravity as closer/moving towards the US).

    Hardly a surprise. The big investment banks love regulation because it erects massive barriers to entry.

    Those are only set to get bigger.

    Huh? Massive barriers to entry to whom? Plucky little investment banks?

    Of course the amount of regulation that we are seeing from Europe is staggering, and expensive, and the larger the institution the easier it would be to comply. But that is nothing to do with being in or out of the EU.

    Their views on regulations are the same as everyone else's but they believe that the ease of doing business throughout Europe with one set of rules simplifies things greatly.

    The cost of compliance for smaller funds is much higher a proportion of their income than it is for the BBs. Smaller and medium sized funds as well as hedge funds tend towards leave, the bigger banks and US banks tend towards remain, loads don't seem to care though as they don't think it will make any difference.
    Yes that was the thrust of my original comment. Still, people do conflate being a member of the EU with eg. MiFID compliance.
    It's compliance with EMU based directives that have no bearing on UK based institutions. MIFID is just Basel 3 and we would implement it in our own way outside of the EU.
    Um no. That's CRD IV. Which is the implementation mechanism for Basel 3 which, as you say, we would be implementing anyway.

    MiFID is a whole different kettle of fish. It tells us how we can trade, clear, settle and report European equities. And if you want to trade European equities then you need to be MiFID compliant.

    In case you are feeling too full of the joys of spring/summer.
    Reading the first paragraph of that reminds me why I'm an analyst and don't need to worry about compliance!
    haha! Indeed! Pity poor @TheScreamingEagles .
  • TheScreamingEaglesTheScreamingEagles Posts: 119,301
    Indigo said:

    Sean_F said:

    Indigo said:

    Roger said:

    Mortimer said:

    To put the £20bn to £40bn in context, Osborne's over-borrowing has now reached £180bn. By the end of 2016 it will be approaching £240bn.

    Britain's annual GDP is also approximately £60bn lower than Osborne predicted it would be.

    Very good point.
    Doesn't that rather put the membership fee of £8 billion into context?
    It would do, but its Remain that keeps on trying to make this an economic argument without understanding that for a substantial group of voters economics is not the be all and end all.
    So you don't believe "it's the economy stupid"?
    http://www2.politicalbetting.com/index.php/archives/2016/05/01/its-the-economy-stupid/
    I don't think it's just about economics, by any means. I'll leave that argument to Marxist historians.
    Since we've had proper polling in this country apart from 1997, every election and referendum has been won by the side who is considered the best on the economy.

    It's how voters choose.
    In General Election you get the same policies from either side with slightly different window dressing (at least you did pre-Corbyn) so the economy, and their competence at managing it was the only meaningful differentiator.
    I can tell you live in The Philippines and that you have no blinking idea of the politics of the U.K.
  • TOPPINGTOPPING Posts: 42,753
    Charles said:

    TOPPING said:

    taffys said:

    ''Hold on. Why? Why does Remain feel the need to advertise so heavily to banks, brokers and other City institutions and their workers? ''

    The reason is Remain MUST hold the City. If it were to emerge the City thought itself better outside the EU, it would destroy Remain's economic case utterly. It would atomise it.

    Remain must try to keep the City onside at all costs.

    Generally the investment banks tend towards IN while the asset managers towards OUT (seeing their centre of gravity as closer/moving towards the US).
    The investment banks being, mainly, european or american and the asset managers being british has nothing to do with that, I suppose
    It is what it is, Charles, as I said, it was found that the asset managers identified themselves more with the US so not sure what conclusion you can draw from that, either.
  • IndigoIndigo Posts: 9,966
    Charles said:

    Indigo said:

    taffys said:

    Citigroup alone is comprised of two or three that used to be independent (Salomon / Smith Barney / and Citi itself).

    So let me get this right. One of the major concerns that came out of the Subprime Crisis was the moral hazard that attached to being "too big to fail" so what do we do, we let three such businesses merge, so they are now "way too big to fail", seems a sensible course of action.

    Just as well big banks are not getting into dodgy shit like "bespoke tranche opportunities" then... oh!
    City and SSB (and Schroders) merged in the late 1990s/2000s. The sub prime crisis was the result of the abolition of Glass-Stegall
    I wasn't suggesting the mergers caused the subprime crisis, I was suggesting that they made it much harder to clean up because it made banks too big to fail, so we ended up socialising losses while shareholders continued to keep profits.

    I thought there was considerable doubt that Glass-Stegall was the real problem, although clearly it was a necessary precursors, I thought Clinton's Community Reinvestment Act was the real problem, effectively naming and shaming banks that would not offer mortgages to (severe) credit risks.
  • CharlesCharles Posts: 35,758
    Scott_P said:

    PlatoSaid said:

    And it's nowt to do with Corbyn et al - it's about how we define and see ourselves as a nation.

    Xenophobic and isolationist

    versus

    Internationalist and cooperative

    I know which side I am on
    I'm internationalist and co-operative. It's why I voted Leave
  • Scott_PScott_P Posts: 51,453
    @MrHarryCole: Farage reveals he's been off the booze for a week: "I'm taking this seriously". Says he may well sauna before debate again like last year.
  • PlatoSaidPlatoSaid Posts: 10,383
    taffys said:

    ''Talk of Big Bang makes me feel old. I used to headhunt rain-makers back then - what a heady time the 80s were.''

    My fave decade ever.

    Mine too - what a hoot. All the excess, political strife and seismic changes. I've never worked anywhere since that was such fun - despite flogging ourselves.
  • Big_G_NorthWalesBig_G_NorthWales Posts: 62,749
    Indigo said:

    Indigo said:

    No - He was countering Leave's claims yesterday in a competent matter of fact way. Nothing is gained by attempting to shout him down. This is one of the reasons I intend posting less

    Yes, but he has no credibility to counter them being guilting of exactly the same things himself. The polls show that only 17% of the public trust him now, and that is entirely his own fault.
    He sounded very credible to me but leave would not like it as it contradicts their claims
    You are part of the 17%, as are most party members I am sure. I would be delighted if that other 83% who don't trust him are for leave, but it seems unduly optimistic on my part ;)
    I took the Sky Eurometer and was one of the 18% classed as Utiltarian. Reading their description fitted my EU views perfectly. Maybe you should take their test and see how you come out
  • TheScreamingEaglesTheScreamingEagles Posts: 119,301
    TOPPING said:

    MaxPB said:

    TOPPING said:

    MaxPB said:

    TOPPING said:

    MaxPB said:

    TOPPING said:

    taffys said:

    Generally the investment banks tend towards IN while the asset managers towards OUT (seeing their centre of gravity as closer/moving towards the US).

    Hardly a surprise. The big investment banks love regulation because it erects massive barriers to entry.

    Those are only set to get bigger.

    Huh? Massive barriers to entry to whom? Plucky little investment banks?

    Of course the amount of regulation that we are seeing from Europe is staggering, and expensive, and the larger the institution the easier it would be to comply. But that is nothing to do with being in or out of the EU.

    Their views on regulations are the same as everyone else's but they believe that the ease of doing business throughout Europe with one set of rules simplifies things greatly.

    The cost of compliance for smaller funds is much higher a proportion of their income than it is for the BBs. Smaller and medium sized funds as well as hedge funds tend towards leave, the bigger banks and US banks tend towards remain, loads don't seem to care though as they don't think it will make any difference.
    Yes that was the thrust of my original comment. Still, people do conflate being a member of the EU with eg. MiFID compliance.
    It's compliance with EMU based directives that have no bearing on UK based institutions. MIFID is just Basel 3 and we would implement it in our own way outside of the EU.
    Um no. That's CRD IV. Which is the implementation mechanism for Basel 3 which, as you say, we would be implementing anyway.

    MiFID is a whole different kettle of fish. It tells us how we can trade, clear, settle and report European equities. And if you want to trade European equities then you need to be MiFID compliant.

    In case you are feeling too full of the joys of spring/summer.
    Reading the first paragraph of that reminds me why I'm an analyst and don't need to worry about compliance!
    haha! Indeed! Pity poor @TheScreamingEagles .
    You should see my inductions for new staff.

    'If you don't adhere to the rules, you may end up in prison, possibly in America. Something tells me you won't do very well in prison. A pretty boy like you might end up getting ridden more times than a donkey on Blackpool beach'
  • TOPPINGTOPPING Posts: 42,753
    Scott_P said:

    @MrHarryCole: Farage reveals he's been off the booze for a week: "I'm taking this seriously". Says he may well sauna before debate again like last year.

    Sounds like he's about to ride in the Topham, not debate his adoring public.
  • taffystaffys Posts: 9,753
    ''I believe that bankers should operate in partnerships with unlimited liability. Joint stock banks were a dangerous innovation ''

    Well, a certain proportion should, certainly. I absolutely agree. If bank CEOs stood to lose everything, they would be all over their operatives like a cheap suit.
  • Scott_PScott_P Posts: 51,453
    Charles said:

    It's why I voted Leave

    He bravely ran away...
  • Scott_PScott_P Posts: 51,453
    @PSbook: Vote Leave quietly delete its fake 'register to vote' page after being exposed https://t.co/PFhdAmZ4AP
  • IndigoIndigo Posts: 9,966
    Scott_P said:

    PlatoSaid said:

    And it's nowt to do with Corbyn et al - it's about how we define and see ourselves as a nation.

    Xenophobic and isolationist

    versus

    Internationalist and cooperative

    I know which side I am on
    You really do talk some codswallop. How is being stuck inside a customs union unable to do deals with the rest of the world "internationalist" ? How is wanting to have a level playing field for immigrants from anywhere in the world "isolationist and xenophobic".
  • CharlesCharles Posts: 35,758
    TOPPING said:

    Charles said:

    TOPPING said:

    taffys said:

    ''Hold on. Why? Why does Remain feel the need to advertise so heavily to banks, brokers and other City institutions and their workers? ''

    The reason is Remain MUST hold the City. If it were to emerge the City thought itself better outside the EU, it would destroy Remain's economic case utterly. It would atomise it.

    Remain must try to keep the City onside at all costs.

    Generally the investment banks tend towards IN while the asset managers towards OUT (seeing their centre of gravity as closer/moving towards the US).
    The investment banks being, mainly, european or american and the asset managers being british has nothing to do with that, I suppose
    It is what it is, Charles, as I said, it was found that the asset managers identified themselves more with the US so not sure what conclusion you can draw from that, either.
    The conclusion that you can draw is that the EU is still - after 2 decades of promises - not open to free trade in services. And that the French and Germans have no intention of letting that change. So asset managers look to the US - as a regulated but more open market.

    Investment banks are either universal European banks (who are leant on to support Europe) or large US/global banks who like using the UK as a bridgehead to Europe. (RBS is in tatters. Barclay's investment bank is basically US orientated). Neither group has the UK's interests at heart
  • MaxPBMaxPB Posts: 38,528
    Charles said:

    Indigo said:

    taffys said:

    Citigroup alone is comprised of two or three that used to be independent (Salomon / Smith Barney / and Citi itself).

    So let me get this right. One of the major concerns that came out of the Subprime Crisis was the moral hazard that attached to being "too big to fail" so what do we do, we let three such businesses merge, so they are now "way too big to fail", seems a sensible course of action.

    Just as well big banks are not getting into dodgy shit like "bespoke tranche opportunities" then... oh!
    City and SSB (and Schroders) merged in the late 1990s/2000s. The sub prime crisis was the result of the abolition of Glass-Stegall
    And the introduction of the Communities Reinvestment Act.
  • Scott_PScott_P Posts: 51,453
    @adamboultonSKY: How many Brexiteers does it take to change a lightbulb? None. Be optimistic the future's bright.
  • TOPPINGTOPPING Posts: 42,753
    edited June 2016
    Charles said:

    TOPPING said:

    Charles said:

    TOPPING said:

    taffys said:

    ''Hold on. Why? Why does Remain feel the need to advertise so heavily to banks, brokers and other City institutions and their workers? ''

    The reason is Remain MUST hold the City. If it were to emerge the City thought itself better outside the EU, it would destroy Remain's economic case utterly. It would atomise it.

    Remain must try to keep the City onside at all costs.

    Generally the investment banks tend towards IN while the asset managers towards OUT (seeing their centre of gravity as closer/moving towards the US).
    The investment banks being, mainly, european or american and the asset managers being british has nothing to do with that, I suppose
    It is what it is, Charles, as I said, it was found that the asset managers identified themselves more with the US so not sure what conclusion you can draw from that, either.
    The conclusion that you can draw is that the EU is still - after 2 decades of promises - not open to free trade in services. And that the French and Germans have no intention of letting that change. So asset managers look to the US - as a regulated but more open market.

    Investment banks are either universal European banks (who are leant on to support Europe) or large US/global banks who like using the UK as a bridgehead to Europe. (RBS is in tatters. Barclay's investment bank is basically US orientated). Neither group has the UK's interests at heart
    Both have their shareholders' interests at heart. As is right.

    And yes I know who RBS' shareholders are but don't forget the aim is to swap current shareholders for future ones.
  • IndigoIndigo Posts: 9,966
    edited June 2016

    Indigo said:

    Sean_F said:

    Indigo said:

    Roger said:

    Mortimer said:

    To put the £20bn to £40bn in context, Osborne's over-borrowing has now reached £180bn. By the end of 2016 it will be approaching £240bn.

    Britain's annual GDP is also approximately £60bn lower than Osborne predicted it would be.

    Very good point.
    Doesn't that rather put the membership fee of £8 billion into context?
    It would do, but its Remain that keeps on trying to make this an economic argument without understanding that for a substantial group of voters economics is not the be all and end all.
    So you don't believe "it's the economy stupid"?
    http://www2.politicalbetting.com/index.php/archives/2016/05/01/its-the-economy-stupid/
    I don't think it's just about economics, by any means. I'll leave that argument to Marxist historians.
    Since we've had proper polling in this country apart from 1997, every election and referendum has been won by the side who is considered the best on the economy.

    It's how voters choose.
    In General Election you get the same policies from either side with slightly different window dressing (at least you did pre-Corbyn) so the economy, and their competence at managing it was the only meaningful differentiator.
    I can tell you live in The Philippines and that you have no blinking idea of the politics of the U.K.
    I can tell you are a Tory activist and wouldn't admit it if it were true. The only election campaign I was not in the UK for was last year, which I still voted in. Since which time Dave has done quite a lot of the stuff Ed said he was going to do, and George is following Darling's playbook quite closely.
  • nunununu Posts: 6,024
    edited June 2016
    Scott_P said:

    Very interesting

    The EU referendum: what to expect on the night

    tl;dr the closer it is in Sunderland, the better it is for Remain.

    No nation which thought well of politicians would invent the overnight count.

    The bottom line is that we'll learn an awful lot from the results — one way or another. I will be doing something on the night, though precisely what is still to be decided. If you just want to close out your bets profitably, you should probably go to sleep and wake up around 4am. I'll see you then…


    https://medium.com/@chrishanretty/the-eu-referendum-what-to-expect-on-the-night-521792dd3eef#.zfe4ge4ix

    Considering Nissan has threatened the plant there if Brexit and the fact you can weigh the labour vote, and the fact labour majorities went UP in 2015 despite all the talk from ukip if it is even close Leave have surely won? I know that not anywhere near all the Labour vote is pro E.U but job losses for that factory would hurt that city badly.

    Also Swindon has a Toyota factory which has been threatened, this was supposd to be a secret ballot but hey ho.
  • williamglennwilliamglenn Posts: 51,320
    Charles said:

    TOPPING said:

    Charles said:

    TOPPING said:

    taffys said:

    ''Hold on. Why? Why does Remain feel the need to advertise so heavily to banks, brokers and other City institutions and their workers? ''

    The reason is Remain MUST hold the City. If it were to emerge the City thought itself better outside the EU, it would destroy Remain's economic case utterly. It would atomise it.

    Remain must try to keep the City onside at all costs.

    Generally the investment banks tend towards IN while the asset managers towards OUT (seeing their centre of gravity as closer/moving towards the US).
    The investment banks being, mainly, european or american and the asset managers being british has nothing to do with that, I suppose
    It is what it is, Charles, as I said, it was found that the asset managers identified themselves more with the US so not sure what conclusion you can draw from that, either.
    The conclusion that you can draw is that the EU is still - after 2 decades of promises - not open to free trade in services. And that the French and Germans have no intention of letting that change. So asset managers look to the US - as a regulated but more open market.

    Investment banks are either universal European banks (who are leant on to support Europe) or large US/global banks who like using the UK as a bridgehead to Europe. (RBS is in tatters. Barclay's investment bank is basically US orientated). Neither group has the UK's interests at heart
    You don't have to adhere to the Occupy camp to see that all of them have their own interests at heart.
  • Casino_RoyaleCasino_Royale Posts: 59,994
    Charles said:

    Scott_P said:

    PlatoSaid said:

    And it's nowt to do with Corbyn et al - it's about how we define and see ourselves as a nation.

    Xenophobic and isolationist

    versus

    Internationalist and cooperative

    I know which side I am on
    I'm internationalist and co-operative. It's why I voted Leave
    Me too.
  • PlatoSaidPlatoSaid Posts: 10,383
    edited June 2016
    Sean_F said:

    "@ScottP Xenophobic and isolationist versus Internationalist and cooperative"

    I know which side I am on"

    @Sean_F The wrong one.

    I'd swap Koreans, Indians, Chinese, Japs, Malaysians, South Africans, ANZACS for Romanians and Bulgarians [except @Casino_Royale wife] any day of the week.

    The whole Waycist argument is pathetic from Remain. Claiming they're internationalists is hilarious - they looking at 28 countries, we're looking at 193.
  • TOPPINGTOPPING Posts: 42,753
    PlatoSaid said:

    Sean_F said:



    " @ScottP Xenophobic and isolationist

    versus

    Internationalist and cooperative"

    I know which side I am on

    The wrong one.

    I'd swap Koreans, Indians, Chinese, Japs, Malaysians, South Africans, ANZACS for Romanians and Bulgarians [except @Casino_Royale wife] any day of the week.
    What a curious comment.
  • CharlesCharles Posts: 35,758
    Scott_P said:

    Charles said:

    It's why I voted Leave

    He bravely ran away...
    The secret of success is to pick the fights that you can win, and the fights that matter.
  • Morris_DancerMorris_Dancer Posts: 61,700
    Mr. Eagles, canvassing is unlikely to do anything but irritate me, unless the canvasser has some original arguments.

    On the excellence of the 80s: they would've been better if Titus had lived longer.
  • CharlesCharles Posts: 35,758
    MaxPB said:

    Charles said:

    Indigo said:

    taffys said:

    Citigroup alone is comprised of two or three that used to be independent (Salomon / Smith Barney / and Citi itself).

    So let me get this right. One of the major concerns that came out of the Subprime Crisis was the moral hazard that attached to being "too big to fail" so what do we do, we let three such businesses merge, so they are now "way too big to fail", seems a sensible course of action.

    Just as well big banks are not getting into dodgy shit like "bespoke tranche opportunities" then... oh!
    City and SSB (and Schroders) merged in the late 1990s/2000s. The sub prime crisis was the result of the abolition of Glass-Stegall
    And the introduction of the Communities Reinvestment Act.
    Yes, although G-S shifted it from being a standard bank balance sheet issue to a toxic amorphous mass infecting the capital markets
  • Scott_PScott_P Posts: 51,453
    PlatoSaid said:

    I'd swap Koreans, Indians, Chinese, Japs, Malaysians, South Africans, ANZACS for Romanians and Bulgarians [except @Casino_Royale wife] any day of the week.

    Not racist.

    Oh, wait...

    Also there are currently more immigrants from outside the EU than in, so you want to leave the EU so we can change that???
  • CharlesCharles Posts: 35,758
    TOPPING said:

    Charles said:

    TOPPING said:

    Charles said:

    TOPPING said:

    taffys said:

    ''Hold on. Why? Why does Remain feel the need to advertise so heavily to banks, brokers and other City institutions and their workers? ''

    The reason is Remain MUST hold the City. If it were to emerge the City thought itself better outside the EU, it would destroy Remain's economic case utterly. It would atomise it.

    Remain must try to keep the City onside at all costs.

    Generally the investment banks tend towards IN while the asset managers towards OUT (seeing their centre of gravity as closer/moving towards the US).
    The investment banks being, mainly, european or american and the asset managers being british has nothing to do with that, I suppose
    It is what it is, Charles, as I said, it was found that the asset managers identified themselves more with the US so not sure what conclusion you can draw from that, either.
    The conclusion that you can draw is that the EU is still - after 2 decades of promises - not open to free trade in services. And that the French and Germans have no intention of letting that change. So asset managers look to the US - as a regulated but more open market.

    Investment banks are either universal European banks (who are leant on to support Europe) or large US/global banks who like using the UK as a bridgehead to Europe. (RBS is in tatters. Barclay's investment bank is basically US orientated). Neither group has the UK's interests at heart
    Both have their shareholders' interests at heart. As is right.

    And yes I know who RBS' shareholders are but don't forget the aim is to swap current shareholders for future ones.
    My point is that they are not interested in what is good for the City or for the UK.
  • Scott_PScott_P Posts: 51,453
    Charles said:

    The secret of success is to pick the fights that you can win, and the fights that matter.

    You think Europe is a lost cause and we should just walk away? It's not our fight?

    Interesting in light of recent history.
  • Casino_RoyaleCasino_Royale Posts: 59,994
    Scott_P said:

    Charles said:

    The secret of success is to pick the fights that you can win, and the fights that matter.

    You think Europe is a lost cause and we should just walk away? It's not our fight?

    Interesting in light of recent history.
    Oh dear. He's stooped to WWIII again.
  • kjohnwkjohnw Posts: 1,456
    edited June 2016
    Does anyone know many years it is since the EU books were signed off by the auditors?
  • nunununu Posts: 6,024

    Indigo said:

    Sean_F said:

    Indigo said:

    Roger said:

    Mortimer said:

    To put the £20bn to £40bn in context, Osborne's over-borrowing has now reached £180bn. By the end of 2016 it will be approaching £240bn.

    Britain's annual GDP is also approximately £60bn lower than Osborne predicted it would be.

    Very good point.
    Doesn't that rather put the membership fee of £8 billion into context?
    It would do, but its Remain that keeps on trying to make this an economic argument without understanding that for a substantial group of voters economics is not the be all and end all.
    So you don't believe "it's the economy stupid"?
    http://www2.politicalbetting.com/index.php/archives/2016/05/01/its-the-economy-stupid/
    I don't think it's just about economics, by any means. I'll leave that argument to Marxist historians.
    Since we've had proper polling in this country apart from 1997, every election and referendum has been won by the side who is considered the best on the economy.

    It's how voters choose.
    In General Election you get the same policies from either side with slightly different window dressing (at least you did pre-Corbyn) so the economy, and their competence at managing it was the only meaningful differentiator.
    I can tell you live in The Philippines and that you have no blinking idea of the politics of the U.K.
    Hi you said remain will win by 12-15% is that because of their lead on the economy?
  • MaxPBMaxPB Posts: 38,528
    Charles said:

    MaxPB said:

    Charles said:

    Indigo said:

    taffys said:

    Citigroup alone is comprised of two or three that used to be independent (Salomon / Smith Barney / and Citi itself).

    So let me get this right. One of the major concerns that came out of the Subprime Crisis was the moral hazard that attached to being "too big to fail" so what do we do, we let three such businesses merge, so they are now "way too big to fail", seems a sensible course of action.

    Just as well big banks are not getting into dodgy shit like "bespoke tranche opportunities" then... oh!
    City and SSB (and Schroders) merged in the late 1990s/2000s. The sub prime crisis was the result of the abolition of Glass-Stegall
    And the introduction of the Communities Reinvestment Act.
    Yes, although G-S shifted it from being a standard bank balance sheet issue to a toxic amorphous mass infecting the capital markets
    Agreed. The government's attempt to implement the Vickers reforms over here don't seem to be going well but AIUI they are are essentially a repackaged and modernised version of the GSA.
This discussion has been closed.