MS has been increasing cash on hands over the last years to position themselves well in case it’s time to make new acquisitions. Which obviously has pros and cons, but a big drop in the banking sector could also be an opportunity there.
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Wow what a thread this is, great work all! I also share the sentiment this is not necessary a doomsday scenario with CS failing. But rather the macro-cannibalism actions that takes place during a recession/lull when strong companies buy out (or force out) the weaker companies in their industries. I think we are much more likely to see some major merger take place rather than all banks letting one (or a few) fail, because that failure ultimately has worse ripple effects than paying up front to buy them out of their hole they created. We’re also not invincible to some form of government “bailout” stepping in since Europe as a continent has much more to worry about in the coming months (war, energy, etc).
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Another article out about an ago from FT this time, saying the Swiss National Bank is monitoring CS situation.
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