The Institutional Risk Analyst

NYCB and the unsold rent-stabilized assets left over from the failure of SBNY are two little surprises waiting for the next POTUS.

We see higher credit costs, narrowing NIM and still rising funding costs squeezing the banking industry in Q1 2024...

If Mr. Otting et al do try to execute a community bank redux in the New York market, then we'd be inclined to exit the stock.

The legal dispute between Ginnie Mae and Texas Capital Bank makes additional defaults by HECM lenders more likely...

After years of FOMC-induced asset price inflation, does the housing market really need more help?