I attended this session & had intended to request this paper.

Fred, I assume that you are at the session too.  Did you have a chance
to write down those marvelous quotes from the secretary of treasury that
Ito gave?  I wrote to him, but got no reply.

Michael Perelman
Economics Department
California State University
Chico, CA
95929

530 898 5321
fax 530 898 5901

http://michaelperelman.wordpress.com


-----Original Message-----
From: [email protected]
[mailto:[email protected]] On Behalf Of
[email protected]
Sent: Sunday, January 25, 2009 7:17 AM
To: [email protected]
Subject: Re: [Pen-l] Permanent nationalization of banks with debt-equity
swaps


> raghu wrote:
>
>> Do you have numbers for what portion of a bank's liabilities are in
>> the form of debt? My understanding is this is extremely hard to
>> measure because most of these debt-like liabilities are in the form
of
>> derivatives and swaps.

one limited source I have on this is from a paper at the AEA convention 
by Veronise and Zingales, available at:  
http://www.aeaweb.org/annual_mtg_papers/2009/retrieve.php?pdfid=520
On p. 36, there is a table of balance sheet data for 10 of the largest 
banks.  Citi is the largest and has the highest debt/deposit ratio:  .93
BoA is next with a ratio of .79.  Then JPMChase with .75.  etc.
There is also an "other liabilities" catgories which might be where the 
derivatives and swaps are.

The title of the paper by the way is "Paulson's Gift" [to the
debtholders].

Fred


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