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The Fed is behind the Capital One/Discover merger

210 pointsby yedavaabout 1 year ago

13 comments

tiffanyhabout 1 year ago
&gt; But the Fed stuck in a loophole for Discover. And that is leading Capital One to buy it.<p>This isn’t a “loophole”.<p>It’s the difference between open-loop payment networks and closed-loop.<p>Visa&#x2F;Mastercard are open-loop.<p>Whereas Amex &amp; Discover are closed loop.<p>On closed-loop, both the issuer and acquirer is the same bank (Discover).<p>It’s way easier for a merchant to not accept closed-loop than it is open-loop, because they can just elect to not get an acquiring account at that bank (Discover).<p>This is why Amex and Discover have always been more expensive for a merchant to accept than Visa&#x2F;Mastercard.<p>This article is way longer that it should be and it sensationalizes a fairly well known and simple difference.
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pwarnerabout 1 year ago
Do people do enough debit card transactions to make this loophole worthwhile? I avoid using my debit card as much as possible since the impact of theft is much worse for me as a consumer. I experience fraudulent credit card charges every few years, but it&#x27;s not real money gone from my account. I&#x27;d be much more annoyed if it was.
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kasey_junkabout 1 year ago
“ known as an ‘interchange fee,’ from the merchant, roughly 1.5-3.5% of every transaction”<p>This jumps out because it is such a wide margin. In reality the average interchange fee is 1.8%. Amex at their _highest_ rate, which is the highest of all the networks is 3.5.<p>So “roughly” is doing a lot of heavy lifting in that sentence which gets further amplified later in the article when they use it to multiply by the total credit volume.<p>I don’t know that it fully discredits the argument but it is certainly a weak rhetorical tactic.<p>In the payments space margins are measured in basis points, 2% seems small to laymen. 200 bips seems crazy big to anyone in the industry.
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paxysabout 1 year ago
Lots of speculation but no real data. No, Capital One didn&#x27;t buy Discover for $35B so they could raise their debit card transaction fee by a few bps. People don&#x27;t use debit cards enough for it to be worthwhile. The real reason is the boring one – there is a lot of value in the Discover brand and network and Capital One wants that.
ramesh31about 1 year ago
Discover has always been stuck in a weird place in the US market. They&#x27;ve lived and died on their customer service reputation, yet ultimately they are just another credit card company. But with a card that really doesn&#x27;t have any advantages over the others, while having a non-zero chance of not being accepted somewhere (more common than Amex).<p>They haven&#x27;t had any other offerings at all which I&#x27;ve found compelling. And their banking services are too sparse to switch to as a main provider. Hard to say it will be missed.
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no_wizardabout 1 year ago
Why on earth isn’t the Federal Reserve providing an easy money moving service that also acts as a ledger? I know about FedNow but they could also back bone transaction networks as the definitive payment pipe and cut out the middleware companies entirely<p>To be honest Visa type services should be provided via the central bank (again, Visa itself isn’t a credit card issuer) so businesses don’t have to soak the payment percentages
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dangabout 1 year ago
Recent and related:<p><i>Capital One to buy Discover Financial in $35B stock deal</i> - <a href="https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=39437387">https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=39437387</a> - Feb 2024 (122 comments)<p><i>Capital One Is Buying Discover Financial</i> - <a href="https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=39433109">https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=39433109</a> - Feb 2024 (35 comments)
ajaimkabout 1 year ago
I feel this title is misleading. Fed = Federal Reserve. This is Congress’s doing.
ramesh31about 1 year ago
Discover has alqYs bewn stuck in a weird place in the US market. They&#x27;ve lived and died on their customer service reputation, yet ultimately they are just another credit card company. But with a card the really doesn&#x27;t have any advantages over yhe others, and a non-zero chance of not being accepted somwehwere (more common than AmEx). They havn&#x27;t had any other offerings at all which I&#x27;ve found compelling. And their banking services are too sparse to switch to as a main provider.
Panzer04about 1 year ago
The thing that confuses me about fee-based payment businesses is in theory, a Surcharge for a particular payment method should cover the gap.<p>Is there a reason surcharges aren&#x27;t sufficient to drive down interchange and take fees? Do customers just not care about paying a 2% fee? Do merchants judge that it&#x27;s not worth pissing off a subset of their customer base if they use a high-fee card and just eat the expense?<p>It seems clear to me that the problem comes down to customers not actually paying the cost of using a particular card or network.
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jszymborskiabout 1 year ago
&gt; Though American Express’s status as a three party network isn’t strictly accurate, U.S. Bank does issue credit cards that operate on AMEX<p>I&#x27;m pretty sure ScotiaBank does as well. They even offer their points programme (Scene) with it.<p><a href="https:&#x2F;&#x2F;www.scotiabank.com&#x2F;ca&#x2F;en&#x2F;personal&#x2F;credit-cards&#x2F;american-express.html" rel="nofollow">https:&#x2F;&#x2F;www.scotiabank.com&#x2F;ca&#x2F;en&#x2F;personal&#x2F;credit-cards&#x2F;ameri...</a>
wenyuanyuabout 1 year ago
I was a little bit surprised that there are no EU-based&#x2F;originated payment networks. How comes?<p>At least, in Japan, there is JCB, and in China there is UnionPay &#x2F; Alipay?
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shmerlabout 1 year ago
Whey did they make such a hole? Sounds like corruption.
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