The Institutional Risk Analyst

Banks | Markets | Finance

Jun 129 min

Will Credit Risk Transfer Save the Banks? Are MSRs Overvalued?

How much in synthetic CRT transactions will be done in 2024? Our best guess is many hundreds of billions globally...

754 views

May 227 min

MBA Aftermath; Profile: Merchants Bancorp (MBIN)

When NYC is forced to recognize reality, it will already be too late to avoid another fiscal crisis.

636 views

May 206 min

Joe Biden Goes Subprime; Should Citi Buy NYCB/Flagstar?

Citi is a subprime lender. They should be directly involved in government lending.

972 views

May 157 min

The Bull Case for Large Banks

Big banks have big CRE exposures, too. So what drives this marvelous progression up the wall of worry?

562 views

Mar 137 min

Inside the WGA Bank Top 10 Index

So what makes the WGA Bank Top 10 unique? Below we provide some quantitative and qualitative comments on each of the ten best US banks

606 views