The Institutional Risk Analyst

We noted in the most recent IRA Bank Book that the Q1 2025 banking industry data from the FDIC was showing improvement in certain commercial line items, particularly non-owner occupied real estate. But is this another head fake by desperate banks trying to conceal rancid commercial real estate exposures?

If we told you that the Trump White House was planning to end the issuance of all agency MBS, how do you think this will impact financials?