>RE-PLUMBING THE FINANCIAL SYSYTEM (CITI)

OVERVIEW

■ Identifying the leak

• The shadow banking system
• Bank sector leveraging
• Corporate & consumer leveraging
• Global regulatory mismatch
• Liquidity risk
• Global imbalances
  

■ Repairing the pipes

• Supply and demand for credit
• Bankers’ compensation
• Liquidity constraints
• More stable, but much less liquidity
• Bank losses

■ Ready for a new shower?

• The ‘new normal’
• Where do bubbles form?
• Where will the money go?
• Is there a bubble yet?

To see all graphs and report: FINANCIAL SYSTEM