The Institutional Risk Analyst

Banks | Markets | Fintech

Q1 2023 Bank Earnings: Lower for Longer | JPM USB C WFC BAC

Given that the US Treasury is paying 4% for 90-day T-bills, you can see how far banks have to go to become competitive on rates

1,027 views

Update: New York Community Bank

We liked the NYCB + Flagstar story prior to the transaction with the FDIC for the assets and deposits of Signature Bank.

1,130 views

FOMC Doubles Down on Market Risk

Treasury Secretary Janet Yellen and Fed Chairman Jerome Powell are another bank failure or two away from returning to the private sector.

2,898 views

QE & the Yellen Banking Crisis

By any reasonable standard, Janet Yellen should have already resigned, but not in the strange world of Washington.

3,141 views

Who Killed Silicon Valley Bank?; The IRA Bank Book Q1 2023

Last week not a single member of the Big Media managed to ask Fed Chairman Jerome Powell about the state of the US banking system

8,915 views