Fed Duration Trap Threatens Banks, SOMA
It’s time for the Fed to get smart on duration risk before circumstances create another money market crisis.
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The Institutional Risk Analyst
© 2003-2024 | Whalen Global Advisors LLC All Rights Reserved in All Media | ISSN 2692-1812
Banks | Markets | Finance
R. Christopher Whalen
Sep 162 min read
IRA Bank Book Q3 2024 Industry Survey
The Q3 interest rate rally still leaves the industry with a negative
capital position since the average securities yield is only 3%
367 views
R. Christopher Whalen
Aug 189 min read
The Top Seven Banks: JPM, BAC, C, WFC, USB, PNC & TFC
Banks lose money every single day by holding onto a below market security from the 2019-2021 period.
691 views
R. Christopher Whalen
Jun 239 min read
Q2 2024 Earnings Setup: JPM, BAC, WFC, C, USB, PNC, TFC
Citigroup leads the pack with a net loss rate of 133 basis points (bp) that is almost five times the average for Peer Group 1 at 27 bp.
1,431 views
R. Christopher Whalen
Jan 4, 20237 min read
Update: Truist, Charles Schwab, U.S. Bancorp & PNC Financial
The largest banks continue to serve as a haven for refugees from crypto fraud schemes and the fintech swoon, but are not cheap
769 views
R. Christopher Whalen
Aug 27, 20219 min read
Profile: PNC v U.S. Bancorp v Truist Financial
U.S. Bancorp, PNC and Truist Financial hold great value creation potential. But which is likely to realize this potential?
409 views
R. Christopher Whalen
Jan 4, 202110 min read
Profile: Bank of America
We think that a strong case can be made that to enhance shareholder value, Moynihan and the BAC board ought to spin-off Merrill Lynch...
500 views
R. Christopher Whalen
Oct 19, 202011 min read
Bank Profile: Wells Fargo & Co
In this edition of The Institutional Risk Analyst, we assign a neutral risk rating to Wells Fargo & Co, the fourth largest US bank
325 views
R. Christopher Whalen
Oct 5, 202011 min read
The Bear Case for Mortgage Lenders
This week we make the bear case for the housing sector as several more large mortgage issuers announce IPOs....
955 views
Christopher Whalen
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