Cerrando largos en SAN y BBVA. Tonuel, el Botas pregunta si has hecho los sellos nuevos :

:
De Cárpatos:
Lo que está causando mucha expectación entre las manos fuertes, es la violenta subida de los credit default swaps de los dos grandes bancos españoles, BBVA y Santander, que están causando una divergencia con las cotizaciones.
Ya lo comentábamos ayer en la web, y hoy lo comentan en Bloomberg, vean esta cita:
A surge in the cost of insuring
debt of Banco Santander SA and Banco Bilbao Vizcaya Argentaria
SA against default may indicate shares of Spain’s two largest
banks are set to drop further.
The contracts reached their highest level since March 2009 yesterday on
concern European countries including Spain may struggle to
finance their widening deficits, hurting the economic recovery.
“It’s a pretty clear downward signal if you think stocks
will chase the credit-default swaps,” said Joseph Dickerson, an
analyst at Execution Noble Ltd. in London who recommends selling
Santander and BBVA shares. “The equity market is going to keep
pricing in this mismatch.”
Un asunto a vigilar por tanto.