Commercial Banks Tag

Disturbing Commercial Bank Trends

10 Apr, by Steven Vannelli, CFA in Economy, News

Lost in the Good Friday holiday and the jobs report was the weekly report on bank lending, deposits and securities holdings. Keeping in mind this data is always a week old, it shows the retreat from banks continues. Small banks have now experienced about $250...

Quarterly Strategy Report: Credit Crunch

03 Apr, by Steven Vannelli, CFA in Economy, Markets, News

As banks back away from credit creation, we think certain assets could reassert their leadership. In our Quarterly Strategy Report, we analyze the Credit Crunch. Prefer to download this presentation in PDF? Please click here. 1. Summary -The recent banking crisis, with several banks being taken over...

The FRB is the Mortgage Market

14 Oct, by Knowledge Leaders Team in Uncategorized

Over the last year, between the FRB and commercial banks, around $500 billion in net new real estate credit has been extended.  That is the good news.  The concerning part is that the FRB has accounted for over 100% of all real estate credit created....