信用恶化
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无视Tricolor等企业违约冲击,德意志银行(DB.US):自身贷款账簿未现恶化迹象
智通财经网· 2025-10-17 13:54
Core Viewpoint - Deutsche Bank asserts that despite recent corporate defaults raising concerns in the market, there are no signs of credit deterioration in its loan book [1] Group 1: Company Statements - CEO Christian Sewing expresses confidence in the bank's credit portfolio, stating that there is currently no deterioration [1] - The bank's position contrasts with concerns raised by competitors regarding potential risks in the market [1] Group 2: Market Context - Recent market volatility has been highlighted by the bankruptcy of Tricolor Holdings, which led to near-total write-offs of related debts [1] - The bankruptcy of First Brands Group, which owes over $10 billion to major Wall Street institutions, has also shaken the credit market [1] - The rapid expansion of private credit has amplified concerns about potential risks in the financial system [1] Group 3: Industry Perspectives - JPMorgan CEO Jamie Dimon warns that losses could be more severe when the economy turns negative, suggesting that there may be more underlying issues in the market [1] - Sewing acknowledges that while an economic slowdown or recession could change the current situation, it is not a topic of concern at this moment [1]