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The Institutional Risk Analyst
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Update: New York Community Bank & Mr. Cooper
Joe Otting does not seem to understand the value of the Flagstar correspondent lending and mortgage servicing business...
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Jul 27, 20248 min read
Inflation & CRE Deflation Too? UMB Financial + Heartland = ?
With a budget deficit projected to be $1.8 trillion in 2024, the odds of the FOMC actually controlling inflation are pretty low.
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May 28, 20247 min read
What Does PNC Financial Say About Commercial Real Estate?
What does PNC tell us now about commercial loan exposures in 2024?
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Dec 12, 20236 min read
Commercial Real Estate & Bank OZK
Banks that do not aggressively reprice liabilities and assets as OZK did in Q1 2023 may be left behind.
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Apr 24, 20236 min read
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