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Bond Portfolio Trends: Fourth Quarter 2022

South State Correspondent

Beginning in May 2012, we started tracking portfolio trends of our bond accounting customers here at SouthState|DuncanWilliams. tax-free, 6.5% tax-free, 6.5% The graph below tracks average portfolio tax-equivalent book yield, duration, and unrealized gain/(loss) as a percent of book value. taxable) to 19.6% (13.1%

Trends 195
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Examining Bond Portfolio Trends: Second Quarter 2022

South State Correspondent

Beginning in May 2012, we started tracking portfolio trends of our bond accounting customers here at the Correspondent Division of SouthState Bank. tax-free, 4.7% tax-free, 6.0% Prices finally succumbed this year like all fixed income securities and the sector suffered significant price declines in March and April.

Trends 195
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Guest Post: 2012 Economic Year in Review by Dorothy Jaworski

Jeff For Banks

Looking Back at 2012 Every year, I usually write about the past year with mixed feelings, at times nostalgic for those events and at times, glad that the year is over. 2012 brought us highs, lows, and surprises. more “promises,” and a constant flow of new money into the markets. per gallon price level rather than the $4.00

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Indictment Names Major Banks In Cum-Ex Case

PYMNTS

A German investigation of Cum-Ex tax deals involves as much as 447.5 Cum-Ex deals, which are no longer allowed, involved taking advantage of a German practice on tax refunds for dividends. When they were in use, an entity paying dividends withheld the tax automatically, but the payment was certified by the shareholder’s bank.

Taxes 108
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Danske Scandal Could Involve US Banks

PYMNTS

The agencies probing the alleged incident include the Securities and Exchange Commission (SEC), the Department of the Treasury and the DOJ. Wilkinson, a British former head of markets in Danske’s Estonian branch until 2014, helped reveal how the non-resident money flowed through the tiny branch between 2007 and 2015.

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Wells’ Woes, Stripe’s Acquisition And North Korea’s New Hacking Groove

PYMNTS

Wells Fargo takes the security and privacy of our customers’ information very seriously,” the banking firm said in a statement according to the report. “We Consulting firm Oliver Wyman prepared the document after reviewing insurance policies sold to the banking firm’s customers from January 2012 through July 2016.

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It’s Not Easy Being Green: Cannabis Payments

PYMNTS

And then, in 2012, the situation got even more complicated. All panel members agreed that forcing a multi-billion-dollar-a-year vertical to operate in a cash-dominated, semi-black market when it comes to financial services is not sustainable — or smart. Higher Risk Than Necessary.

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