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
© 2003-2023 | Whalen Global Advisors LLC All Rights Reserved in All Media | ISSN 2692-1812 | Terms & Conditions | FAQs
First Take on FDIC Bank Data
PacWest Bancorp & Fed Hawks
Measuring Powell's Bank Rate Shock
Banks, Interest Rates & Fed Chairs
Update: Mr. Cooper & PennyMac Financial
Commercial Real Estate & Bank OZK
The Bank Deposit Run Is Not Over
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
Update: New York Community Bank
RKT Sinks, UWMC Wobbles, RITM Treads Water & Goldman Doubles Down
QT & Powell's Liquidity Trap
The Return of Credit Risk
Will We See Double-Digit Residential Mortgage Rates -- Again?
Ginnie Mae - Credit Suisse = ? A Biden MSR Tax? Does BKI + ICE = < 2?
Mortgage Wrap; PennyMac Financial, Rithm Capital & MSRs
Goldman Sachs + Bank of New York Mellon = ?
Two Inflation Narratives; Credit Suisse & Ginnie Mae MSRs