R. Christopher WhalenSep 99 min readPowell FOMC Folds on InflationAs the federal debt rises, bank reserves must rise as well and with it inflation.
R. Christopher WhalenFeb 17 min readNYCB Cleans House Badly, NAIC Gives Insurers Pass on Realized LossesSad to say, the business at NYCB is doing better than you'd think reading the bank's absurd disclosure.
R. Christopher WhalenDec 26, 20235 min readHigher Home Prices & Inflation in 2024This morning, banks are buying funding from the BTFP below 4.85% and selling Fed funds at 5.5%.
R. Christopher WhalenDec 5, 20238 min readDo Bank Reserves Boost Stocks? | IRA Bank Book for Q4 2023In this issue of The Institutional Risk Analyst, we release the latest edition of The IRA Bank Book for Q4 2023