The Institutional Risk Analyst

New York | Last week in The Institutional Risk Analyst, we gave you a taste of today’s interview with author and consultant Jim Rickards...

New York | Once again it is time for earnings in the world of financials. Go back and compare the Sell Side view of financials at the...

New York – Happy Memorial Day. "Let us have peace." Grant's Tomb The Mortgage Bankers Association Secondary Expo is always one of the...

New York | None other than Warren Buffett of investment fame started off the week complaining to Becky Quick of CNBC that there’s not...

"Al", retired Wells Fargo stagecoach pony New York | Wall Street more than bounced last week as the secular shortage of stocks quickly...

In this issue, The Institutional Risk Analyst looks at the most recent bank portfolio data from the Federal Deposit Insurance Corp for Q2 2017 to see what it says about asset prices and inflation. For some quarters now, the credit statistics for the $16 trillion asset banking system has been too good to be true, in some cases suggesting that credit events have no cost. The last time that this circumstances existed was the mid-2000s, when several large mortgage banks were re