Saturday, November 15, 2014

Oil's fall 'set to continue'; Biz schools churn out most billionaires; Banking is changing, but corruption stays

1 Oil’s fall ‘set to continue’ (BBC) Oil prices are likely to continue falling well into 2015, the International Energy Agency has said. The IEA, a consultancy to 29 countries, said weak demand and the US shale gas boom meant crude's recent fall below $80 a barrel was not over. On Friday, Brent crude traded at $78.13 a barrel, near a four-year low.

"Barring any new supply problems, downward price pressures could build further in the first half of 2015", IEA said. The organisation, set up after the "oil shock" of the early 1970s to advise major oil importing countries, said that pressure was building on the Opec oil producers' group to restrict supply to bolster prices. However, there have been reports that Saudi Arabia, Opec's key member, is not yet willing to turn off the taps.

Also, it is likely that oil and gas explorers will become increasingly worried that falling prices will make exploration uneconomical. Brent has fallen for eight weeks in a row, its longest losing streak since 1988, according to Reuters' data. The US energy department said this week that it expected low fuel prices to last into next year.


2 Biz schools churn out most billionaires (Julie Balise in San Francisco Chronicle) Harvard Business School's MBA program has produced more billionaires than any other business school, according to a report from Wealth-X.

With 64 billionaire MBA alumni, the Cambridge, Massachusetts-based school has nearly three times as many as runner up Stanford University. Seven of the top 10 business schools with the most billionaire alumni are based in the US. Three of them are Ivy League colleges.

While the recent Wealth-X study focused on MBA programs, several of those colleges also appear on the list of schools with the most billionaire undergraduate alumni, released by Wealth-X in October. University of Pennsylvania took the top spot on that list, with 25 billionaire undergraduate alumni, followed by Harvard University.

There are 2,325 billionaires in the world, with a combined net worth of $7.3 trillion, according to the Wealth-X and UBS Billionaire Census 2014. Europe is home to more billionaires than any other continent, while the US has more billionaires than any other country. New York City has the largest population of billionaires of any city.

3 Banking is changing, but corruption stays (Will Hutton in The Guardian) Another week, another financial scandal. Six global banks, including RBS and HSBC, were fined £2.6bn last week for rigging the foreign exchange markets. Since 2008, total fines levied in Europe and the US for banking crimes and misdemeanours now top £100bn, with banks making provision for a further £60bn. British banks alone have set aside an estimated £30bn for fines, provisions and litigation costs.

What has gone wrong with western finance? The systemic ripping off of customers continued after the financial crisis to constitute what is now the biggest-ever global corporate scandal. Banks worldwide duped clients into buying products that were either not needed or provided no purpose. Worse, they organised financial markets whose purpose was to serve their own interests rather than those they purported to serve. It has proved a hard habit to break.

Banking itself is being reformed. The implementation of the Vickers commission proposals will separate commercial banking from investment banking in five years’ time, and proprietary trading will become ever harder. The FCA’s increasingly tough stance and astonishing fines will incentivise bank managements to stop indulging the traders who have landed them in such trouble.

And yet reading the chatroom banter, with its echoes of the banter over mis-selling PPI, rigging interest rates or derivatives, offers a window into a very degraded culture. Making money from money, with the clients’ interest last, is too dominant an element in the culture of investment bankers. This is not an environment where good flourishes. For that we need a much deeper change of heart, a process that, I suspect, will need more crises before it becomes more widely accepted as imperative.

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