On Thu, 2009-12-17 at 16:25 -0800, Jim Devine wrote:
> (2) higher bank equity prices --> more net worth, so given a constant
> leverage ratio (bank capital/assets), there are more loans (which are
> bank assets).

Unless I'm mistaken higher bank equity prices doesn't translate to more
bank capital as used for prudential ratios: the bank has to emit new
shares to get more capital (which is of course somewhat easier in a bull
market). In France the terms used are "capital social" for real legal
capital (money that really came in) et "capitalisation boursiere" for
number of shares multiplied by share price (something completely
virtual), I'm not sure what are the US equivalent terms.

Laurent



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