First Take on FDIC Bank Data
If we assume that asset returns will continue to rise, but that bank funding costs will rise 5x asset returns, then US banks have a problem
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First Take on FDIC Bank Data
Calculate the WAC of Bank of America
Interest Rates, MSRs, Mortgage Putbacks & FICO Scores
PacWest Bancorp & Fed Hawks
Mortgage Rates Headed for 7% as Residential Defaults Slowly Rise
Banks, Commercial Real Estate & Credit
Fed Asymmetry Threatens Credit Crisis
Is USA still a "AAA" Credit? Really? Update: Rithm Capital
Measuring Powell's Bank Rate Shock
Banks, Interest Rates & Fed Chairs
The False Narrative on First Republic Bank
Update: Mr. Cooper & PennyMac Financial
Who Killed First Republic Bank?
Commercial Real Estate & Bank OZK
The Bank Deposit Run Is Not Over
Funding & Credit: Q1 2023 Bank Earnings Takeaways
Q1 2023 Bank Earnings: Lower for Longer | JPM USB C WFC BAC
Powell's Duration Trap, Banks and the US Treasury
Update: Charles Schwab (SCHW); Sagent Presentation
QT, Interest Rates & Bank Solvency