[HN Gopher] Negative interest: Danske Bank changes threshold for...
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       Negative interest: Danske Bank changes threshold for personal
       customers
        
       Author : awb
       Score  : 72 points
       Date   : 2021-05-02 20:03 UTC (2 hours ago)
        
 (HTM) web link (danskebank.com)
 (TXT) w3m dump (danskebank.com)
        
       | Svip wrote:
       | Some context: Denmark has maintained a pegged currency policy
       | since the 1980s, first against the D-mark, then since the Euro.
       | To maintain this, the Danish National Bank needs to maintain
       | inflation, and that usually entails keeping interest rates below
       | what the European Central Bank's interest rate is.
       | 
       | I believe the ECB's interest rate is currently 0 or 0.5%, and
       | thus the Danish National Bank's interest rate is negative to
       | maintain the DKK loosely pegged to the EUR. This means, it costs
       | money for regular banks to have their customers' money at the
       | National Bank, and therefore offsetting the cost to their own
       | costumers.
       | 
       | Initially, the limited was 750'000 DKK before the negative rates
       | would kick in, then 250'000 and now 100'000. Danske Bank is
       | hardly alone in this, a lot of other Danish banks have already
       | done the same. The slow lowering of the limits is indicator that
       | the banks more and more believe that the negative rates at the
       | National Bank will remain with no end in sight.
       | 
       | Disclaimer: I am not an economist.
        
         | IkmoIkmo wrote:
         | So there are various ECB rates, the one that's key here is the
         | deposit facility rate. It's the rate at which banks can deposit
         | money with the ECB overnight. This means if there's tons of
         | excess deposits from customers, this rate applies. It's
         | currently -0.5% so banks have an incentive to not become the
         | bank of choice for cash hoarders, plus there's obvious
         | incentives for many banks to try and push its users to other
         | products such as brokerage which many banks offer in some form.
         | 
         | This is why you find these negative rates in many more
         | countries in Europe. The Netherlands and Germany, for example.
         | My bank charges negative interest, too, above 100k.
        
         | airstrike wrote:
         | Also not an economist, but topics like this always remind me of
         | the Impossible Trinity and how different countries solve for
         | different pairs of policies out of the three available choices
         | 
         | https://en.m.wikipedia.org/wiki/Impossible_trinity
        
         | legulere wrote:
         | There are three main interest rates of the ecb:
         | https://www.ecb.europa.eu/stats/policy_and_exchange_rates/ke...
        
       | Ekaros wrote:
       | I'm actually surprised how low the threshold is... 13500EUR isn't
       | too much.
        
         | jandrese wrote:
         | That really is quite low. I guess they don't get the constant
         | PSAs that you should always maintain 6 months worth of salary
         | in savings to handle emergencies?
        
           | jopsen wrote:
           | You could also sign-up for unemployment insurance if you live
           | in Denmark.
           | 
           | At around 2500 USD / month for up to 2 years, it's a pretty
           | decent deal for average Joe. I think I pay around 800 USD /
           | year for unemployment insurance.
           | 
           | In practice, I'll probably never need it though.. so I have
           | considered dropping it.
        
         | razius wrote:
         | You have to consider as well that the typical down-payment for
         | an apartment is around 40k EUR. So it's incredibly frustrating
         | for those that are looking to save.
        
       | seibelj wrote:
       | Consequence of easy money environment. I would say Buy Bitcoin
       | but that goes over on HN like a lead weight.
        
         | lmilcin wrote:
         | Bitcoin is a very volatile investment while people who keep
         | money are looking for extreme safety. Because if they could
         | accept just a bit more risk they could be investing in a lot
         | other things with better returns like, you know, bonds.
         | 
         | So no, bitcoin is definitely not a replacement for cash
         | deposit.
         | 
         | As to "lead weight", that is very good. There is enough people
         | on HN to see through bullshit and understand Bitcoin for what
         | it is or is not.
        
           | argvargc wrote:
           | It is very volatile yes, and over twelve years this
           | volatility has returned a 3x on investment on average, every
           | year. Conversely, for someone deciding between the two,
           | holding fiat has been equally as volatile, and returned a
           | ~66% loss each year by comparison.
           | 
           | People looking for extreme safety might want to at least put
           | a tiny bit into Bitcoin or some other crypto. Certainly,
           | they'd be significantly "safer" now had they done so at any
           | point over the past decade.
        
             | Traster wrote:
             | >People looking for extreme safety might want to at least
             | put a tiny bit into Bitcoin or some other crypto.
             | 
             | This. This is why people put money in bonds and gold. It's
             | not a get rich quick scheme, it's an uncorrelated asset.
             | Which BTC absolutely might (heavy emphasis on might) be.
             | BTC is a perfectly valid hedge, but beyond that it's
             | speculation.
             | 
             | At the start of 2018 BTC hit around ~17k, it took 2 years
             | to get back to that price and the history of this asset
             | means you can't even expect that to be predictive. So be
             | careful.
        
           | yuvadam wrote:
           | Bitcoin is exactly the insurance policy you want on the
           | possibility of fiat collapse.
           | 
           | Also please point me in the direction of these "better-
           | return" bonds.
        
       | x775 wrote:
       | This is not terribly uncommon in Europe; let alone Denmark. As
       | with the other banks in Denmark doing the very same thing, Danske
       | Bank is merely passing their own expenses onto their customers
       | [0]. There is probably a discussion to be had about where the
       | specific thresholds should be in terms of both stimulating the
       | economy through encouraged spending versus ensuring people save
       | an adequate amount.
       | 
       | [0]
       | https://www.nationalbanken.dk/en/marketinfo/official_interes...
        
         | nawitus wrote:
         | What other banks do this in Europe (outside of Denmark)?
        
           | Denvercoder9 wrote:
           | About every bank in the Netherlands, though it usually starts
           | at either EUR100K or EUR250K, so that's a bit higher limit
           | than this Danish bank.
           | 
           | I don't think this policy is actually a problem for many
           | people here. Most people above that limit either invest it,
           | put it into a "savings deposit" (you agree to not touch the
           | money for some pre-definied time and in exchange you get
           | better, positive interest rates), or spread it out across
           | multiple banks (since savings accounts are usually free, but
           | only guaranteed up to EUR100K when the bank fails).
        
           | cr1895 wrote:
           | Major banks in the Netherlands do.
        
           | Svip wrote:
           | I know it is also happening in Switzerland.[0][1]
           | 
           | [0] https://www.moneyland.ch/en/swiss-banks-with-negative-
           | intere... [1] https://www.swissinfo.ch/eng/business/swiss-
           | national-bank_wh...
        
           | [deleted]
        
           | tom_mellior wrote:
           | In Austria the Supreme Court of Justice (OGH) specifically
           | ruled that banks aren't allowed to do it. At least for
           | private people's savings accounts. Banks are pretty happy to
           | raise various service fees though, so I guess they'll get
           | creative about getting their money back.
        
           | chefkoch wrote:
           | Some german banks do it also.
        
       | lumost wrote:
       | Thinking this through, as a rational economic actor.
       | 
       | You won't save cash in a bank, it's literally better to put it in
       | a safe.
       | 
       | You won't buy a productive asset, that'll just lose value as more
       | people buy the same asset - lowering the value of the goods it
       | produces.
       | 
       | Which pretty much leaves assets that are inelastic to demand e.g.
       | housing, stocks, art, unique jewelry etc.
        
         | DangerousPie wrote:
         | Yes, the whole point of these ultra-low interest rates is to
         | increase spending.
        
         | Traster wrote:
         | As a rational actor, all returns are the same when adjusted for
         | risk, so you continue to stick your emergency savings in the
         | bank, and diversify your less immediate investments. As a real
         | investor you're probably just going to flee domestic
         | investments in favour of the returns of the S&P500.
        
           | CaptainNegative wrote:
           | All returns in the space of rational strategies* are the same
           | when adjusted for risk, which is tightly related to those
           | vehicles subject to classical market forces. A lit oven is
           | not a particularly great place to stash your cash, even on a
           | risk-adjusted basis. I don't know the particulars of the
           | situation in Denmark, but they could be intentionally making
           | savings an irrational decision so that rational money flows
           | elsewhere.
        
         | gruez wrote:
         | >You won't save cash in a bank, it's literally better to put it
         | in a safe.
         | 
         | That costs money too. You need a safe, space to put the safe,
         | and bear the risk of the safe getting robbed. Sometimes paying
         | 0.75% might be worth the hassle.
        
         | colechristensen wrote:
         | Alternatively you won't save as much and spend more on things
         | without future monetary value (experiences, services, etc)
        
           | pharke wrote:
           | If this impacts the psychology of people saving money, it's
           | just as likely to prompt them to save more. It's not like
           | we're saving our money just for the sake of having a big
           | number on our accounts. We usually have specific goals in
           | mind such as large investments, funding a business, moving,
           | home ownership, early retirement, etc. It's also making
           | precious metals seem a lot more appealing despite their
           | inconvenience.
        
       | nocommentguy wrote:
       | "Bitcoin has no utility"
        
         | bidirectional wrote:
         | Everyone who bought Bitcoin 2 weeks ago has already experienced
         | far greater negative losses than any Danish bank customer will
         | over the next year. Danes can buy US government bonds quite
         | easily if they want risk-free positive yields.
        
           | rawtxapp wrote:
           | In all of Bitcoin's existence, at today's price, there's only
           | few time ranges where you would have lost money, if you just
           | held on, you made it back and then some.
           | 
           | Of course, past performance doesn't indicate future, but so
           | far, BTC has performed much better than fiat consistently.
        
             | bidirectional wrote:
             | While this is true, there has actually been no point since
             | Dogecoin's inception where buying Bitcoin was the better
             | option (denominated in fiat, of course).
        
               | rawtxapp wrote:
               | For much of doge's existence, it was worth practically
               | nothing and still has very low trading volumes compared
               | to BTC, so you can't easily get in and get out of a
               | position. Tesla was able to sell 200M$ worth of BTC
               | relatively easily, can't necessarily do the same with
               | Doge.
        
               | nocommentguy wrote:
               | So how does this invalidate the parent comment's point?
               | If Dogecoin was a better hold than Bitcoin does that
               | somehow imply that Bitcoin is a worse hold than dollars?
               | 
               | And before you lecture about the function of fiat
               | currency, remember the bottom half of society is forced
               | to keep their entire net worth in cash because they are
               | in a continuous financial emergency...
        
               | bidirectional wrote:
               | It doesn't. I just don't believe in advocating for
               | regular people to hold highly volatile assets with
               | unpredictable performance.
               | 
               | The bottom half of society also hold large amounts of
               | debt, one of the key functions of inflation is eroding
               | the value of that debt. A currency like Bitcoin does not
               | provide for this.
        
       | colonwqbang wrote:
       | I don't understand how the bank incurs an expense by accepting a
       | deposit? Is the bank required by some government regulation to do
       | something expensive with the money?
       | 
       | Or is the "expense" just that the bank's profit would decrease
       | when interest rates on loans go down but those on deposits stay
       | put?
        
         | airstrike wrote:
         | Interest rates are invariably linked to exchange rates. You get
         | to pick one of the two to determine the other (assuming free
         | capital flows)
        
         | DangerousPie wrote:
         | The banks also have to pay negative interest rates to store
         | money.
        
       | codeecan wrote:
       | Wouldn't this cause a bank run? Why are people keeping money
       | there if they're getting charged 0.75-1% interest.
        
         | vmception wrote:
         | People are willing to pay the government to specifically not
         | invest in the trash options in the market
         | 
         | They'd probably be willing to pay a lot more, -5% yielding
         | government bonds anyone?
        
         | jerf wrote:
         | For _Homo Econimus_ , the fake economic model, sure.
         | 
         | Real humans tend to move in crowds, though. Everyone will stay
         | in until relatively suddenly, everyone will start getting out.
         | Perhaps there will be a precipitating event, maybe it'll just
         | be time. It's the same thing as trying to time the market.
        
           | lifty wrote:
           | When everyone wants to get the money out, they won't be able
           | too. There are limits on how much cash you can take out and
           | those limits can be decreased.
        
         | dusted wrote:
         | Problem is that all banks have this.. so you either suck it up,
         | or put your money in many banks to keep below the threshold,
         | but that becomes difficult to manage.. The alternative is
         | investing them which is probably okay if you know you won't
         | need funds immediately available, but since everything points
         | to the next financial crisis, it'd probably be better to wait a
         | bit with investments..
        
         | Svip wrote:
         | So far, it appears that most people are either willing to suck
         | up the interest _or_ invest them. There aren 't a lot of
         | withdrawals going on. Probably still less safe to sow the cash
         | into a mattress than paying about 600 DKK a year per 100'000
         | you have above 100'000.
        
           | eikenberry wrote:
           | I'd think the competition would be safety deposit boxes, not
           | a mattress. So it depends on how much the smallest safety
           | deposit box costs per year.
        
             | Ekaros wrote:
             | Too bad 500EUR notes have not been issued since 2 years
             | ago... Makes it much harder to store money as cash...
        
             | vidarh wrote:
             | A lot of banks explicitly prohibit storing currency that is
             | still in circulation in their safety deposit boxes.
        
             | dusted wrote:
             | Thing is that safety deposit boxes are rarely insured for
             | as much money, and they do also cost something.. Another
             | problem is that since our economy is almost entirely
             | digital, you can't actually withdraw or deposit large
             | amounts of cash without significant problems with paperwork
             | and fees. You're going to have a bad time trying to buy a
             | new car, house or even high-end TV with cash here :D
        
           | jopsen wrote:
           | Hmm, I have personally considered if I could pay my taxes
           | extra early!!!
           | 
           | I even if I loose my job and don't need to pay so much, I'm
           | sure the government is good for it and can pay me back :)
           | 
           | Sadly, I still have to pay interest if I don't pay taxes on
           | time.
        
         | mustafa_pasi wrote:
         | No it just causes more money to go into the stock market as
         | people put everything except a nest egg, there. I wonder
         | whether this ends up decreasing consumption, as people are less
         | able to buy impulsively when their money is locked away.
         | 
         | But in my opinion what our problem in Europe is, is a very
         | conservative investment culture at the very top. It is very
         | hard to get funding for anything. No wonder there is barely any
         | growth. Even most flashy startups here get money from
         | government grants.
        
           | jVinc wrote:
           | > No it just causes more money to go into the stock market
           | 
           | A bank run is when people pull their money out the banks. If
           | you want to put your money in the stock market you need to
           | pull it out of the bank.
        
             | mustafa_pasi wrote:
             | The banks themselves act as the brokers in most cases.
             | Sometimes the banks themselves get the money because a lot
             | of people put their money in structured investments managed
             | by the bank itself.
             | 
             | They aren't pulling the money out of the bank and using a
             | third party broker.
        
       | kerng wrote:
       | Chase charges a $15 or $35 (dont remember exactly) minimum
       | balance fee or something monthly - seems like the same idea.
       | Banks are kinda hilarious in what they think they can get away
       | with.
       | 
       | So, I'm switching more and more accounts over to DeFi
       | infrastructure over the last year, but getting direct deposit
       | there is still a bit of an issue for employer.
       | 
       | The institutions I do like are smaller Credit Unions.
        
         | lotsofpulp wrote:
         | Chase collecting money from a depositor for maintaining
         | insufficient money seems like the opposite of Danske Bank
         | collecting money from a depositor for maintaining too much
         | money.
        
         | lend000 wrote:
         | The problem with Defi is that you can't actually get loans,
         | despite that being the whole purported point. It doesn't
         | replace a mortgage if you need to put down 125% collateral.
        
           | seibelj wrote:
           | From the saver's perspective it doesn't matter - it pays
           | regardless. From the borrower's perspective it lets you get a
           | loan on crypto without actually selling. It is the same
           | principle as a portfolio line of credit except
           | overcollateralized.
        
       | m00dy wrote:
       | If you are a foreigner living in Denmark, it is really hard to
       | get mortgage loans due to unexplainable risks. (e.g. They don't
       | tell you why you are in a risk group. )
       | 
       | Anyway, the maximum amount of deposits is now around 4 months of
       | wage. So, I hardly see the necessity to have a bank account or
       | banking infrastructure.
       | 
       | I wish I could join "We don't need banks anymore" motto. But now,
       | It looks like It is becoming a reality.
        
         | lifty wrote:
         | You shouldn't have savings. You should spend it to help the
         | economy /s
        
           | throw0101a wrote:
           | You should have an emergency fund. After that you should be
           | investing for retirement, or any other larger goals you may
           | have, e.g., home ownership, replacing car.
           | 
           | But having a pile of money beyond those things "just because"
           | does not really serve the purpose of money: as a medium of
           | exchange for goods and services. Money _in itself_ is not
           | useful, it is only useful for the things it can give you:
           | shelter, water, food, and the various other things as you
           | work your way up Maslow 's hierarchy.
           | 
           | At most having a (digital) pile of cash may help you sleep at
           | night (assuming it's covered by deposits insurance). Paying a
           | fee may be worth peace of mind.
        
           | DangerousPie wrote:
           | This but without the /s.
        
             | wait_a_minute wrote:
             | Nah
        
             | m00dy wrote:
             | This is not my first time that I hear about this. Two of my
             | danish friends told me exactly the same without /s :). Why
             | shouldn't I have savings ?
        
               | lifty wrote:
               | Savings are a drag on the economy. It's negative
               | aggregate demand and we can't have that. While I don't
               | have any proof, I have a feeling that the negative rates
               | environment is making people even more scared of spending
               | money.
        
               | gruez wrote:
               | It's hard to tell whether something's sarcastic or
               | sincere in this thread, but on the off chance that you
               | are sincere:
               | 
               | >Savings are a drag on the economy
               | 
               | Savings don't sit in a vault somewhere. They get
               | reinvested into the economy, providing capital.
        
               | lifty wrote:
               | My previous statement is not sarcastic but should also
               | not be taken as fact. It's more like theory and I doubt
               | we know how far it strays from reality. Yes savings get
               | invested but not all money flows are equal. For example,
               | stock buybacks might have a lesser impact on economic
               | velocity compared to consumption spending.
        
               | rawtxapp wrote:
               | You need to be a slave to the system, always chasing the
               | next shiny thing, who will bankroll useless material
               | consumption otherwise? People don't save for rainy days
               | and when things go south, everything collapses and the
               | system is too fragile.
        
               | 0xfaded wrote:
               | Because Danes have generous pensions partly funded by
               | foreigners who somewhat reliably leave the country after
               | a number of years.
        
               | throw0101a wrote:
               | And the foreigners can often use their time in Denmark as
               | contribution credit to their own social security. Canada
               | for example has a few such agreements, include with
               | Denmark AFAICT:
               | 
               | * https://www.canada.ca/en/revenue-
               | agency/services/tax/canada-...
               | 
               | * https://retirehappy.ca/social-security-agreements-cpp-
               | oas/
        
         | sharpneli wrote:
         | Do the mortgages also have a negative interest rate or are they
         | cappoed at 0?
        
           | jopsen wrote:
           | I was looking at mortgage for a house, paying 30% upfront, so
           | I would only need to borrow 500k USD.
           | 
           | At fixed rate 30yr, it was 1% + some fees.. so total cost of
           | the loan over 30 years would be 35k USD.
           | 
           | The flex interest rate (adjusted every 5 years) was a current
           | rate -0.25 + fees. In total that would cost around 10k USD
           | over 30 years. (Of course with flexible interest rates, the
           | rates could go up).
           | 
           | So I think most of the cost is now just fees... Looking at
           | owning vs. renting it's quite competitive.
        
           | [deleted]
        
           | razius wrote:
           | Capped at 0 and you pay all kinds of fees on top.
        
           | dusted wrote:
           | Some actually do
        
       | heipei wrote:
       | Most banks in Germany do this too, and have been doing it for a
       | while, both for private as well as business accounts. The limits
       | are sometimes well below the EUR100k insured deposit that you
       | typically don't want to exceed.
        
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       (page generated 2021-05-02 23:02 UTC)