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The Institutional Risk Analyst
Bank Earnings and QE/QT
New York | In the most recent edition of The IRA Bank Book, we note that the rate of increase in funding costs for US banks in 2018 was a...
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Mar 24, 20195 min read
The Trade: Sell Servicing, Buy a Bank
Washington | Consider the irony of the American housing sector. In the District of Columbia, various pundits, market retreads and...
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Feb 18, 20197 min read
Macro-Prudential Delusions: Bank Credit Outlook 2H 2017
In the mid 2000s, just before the financial crisis began, US banks were reporting credit metrics for all asset classes in loan portfolios...
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May 29, 201710 min read
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