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Denmark's Jyske Bank lowers its negative rates on deposits

reuters.com

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Re: Denmark's Jyske Bank lowers its negative rates on deposits

#111
post #106

Earlier quoted context omitted.

Add Sweden as well, same story here. The national bank (Riksbanken) can not increase interest rates because it would have disastrous consequences for the large majority of over-extended loan takers. The low interest rates in their turn lead to the value of the Swedish currency plummeting. No matter what they do, a 'correction' is unavoidable - either the Swedish crown goes to junk status or the number of foreclosures…

I’m not so sure that a rate hike would be devastating for Swedish loan takers; banks typically don’t give out loans to households that can’t handle large increases. Real estate prices would probably come down a bit, but people would hardly be forced to sell as long as they keep their income. People with large loans typically have large financial buffers. I’m also suspecting that politicians will step in with deductio…

The Swedish bank (Riksbanken) disagrees:

https://www.riksbank.se/en-gb/press-and-published/notices-an...

High and growing household indebtedness continues to pose the greatest risk in the Swedish economy. To come to grips with the problems associated with household indebtedness, it is, above all, important that measures are taken within housing and tax policy. At the same time, there are structural vulnerabilities and risks linked to the banking system in Sweden. It is therefore important that the banks have sufficient capital and insure themselves against liquidity risks in different currencies. As the risks linked to international developments are assessed to be greater now than in the spring, it is even more important to manage the risks and vulnerabilities in the Swedish financial system.

Re: Denmark's Jyske Bank lowers its negative rates on deposits

#112

Earlier quoted context omitted.

> Conversely fretting about debt in the way you describe, with a concern about the value of present investment in physical infrastructure for the future, has proven over and over again to be unfounded Not true. If you want to see that idea of economic policy fail, look at Turkey under Erdogan: https://en.wikipedia.org/wiki/Turkish_currency_and_debt_cris... The reason that Erdogan couldn't pull off this con for as lon…

Yeah, don't borrow in someone else's currency is a pretty important point, the 10 year Danish Krone Bond is at a -0.48%. If you have to borrow in someone else's currency then you are absolutely /not/ the same position that Denmark is right now.

The reason Turkey has to borrow in someone else's currency is that their own currency doesn't have the credibility it needs to support low interest rates, so if they want to borrow at affordable rates to boost their economy, they need to use foreign currency.

If the US keeps up the deficit spending, it will either need to pay a huge amount of money on debt service, or it needs to monetize its debt - which means credibility will be lost and new debt will be more expensive.

Either way, it's not a free lunch.

Re: Denmark's Jyske Bank lowers its negative rates on deposits

#113

Earlier quoted context omitted.

Yeah, don't borrow in someone else's currency is a pretty important point, the 10 year Danish Krone Bond is at a -0.48%. If you have to borrow in someone else's currency then you are absolutely /not/ the same position that Denmark is right now.

The reason Turkey has to borrow in someone else's currency is that their own currency doesn't have the credibility it needs to support low interest rates, so if they want to borrow at affordable rates to boost their economy, they need to use foreign currency. If the US keeps up the deficit spending, it will either need to pay a huge amount of money on debt service, or it needs to monetize its debt - which means credi…

> Either way, it's not a free lunch.

Yes there is no free lunch, in particular for any country that is in a completely different circumstance than the country we are discussing.

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