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The Institutional Risk Analyst
Powell Fed Dithers on Inflation as the Trump Rally Fizzles
Kevin Hasset is now effectively Powell’s boss on everything other than monetary policy.
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Feb 188 min read
Powell FOMC Folds on Inflation
As the federal debt rises, bank reserves must rise as well and with it inflation.
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Sep 9, 20249 min read
NYCB Cleans House Badly, NAIC Gives Insurers Pass on Realized Losses
Sad to say, the business at NYCB is doing better than you'd think reading the bank's absurd disclosure.
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Feb 1, 20247 min read
Higher Home Prices & Inflation in 2024
This morning, banks are buying funding from the BTFP below 4.85% and selling Fed funds at 5.5%.
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Dec 26, 20235 min read
Do Bank Reserves Boost Stocks? | IRA Bank Book for Q4 2023
In this issue of The Institutional Risk Analyst, we release the latest edition of The IRA Bank Book for Q4 2023
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Dec 5, 20238 min read
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