Central banks have been net buyers of gold since 2009. This momentum has accelerated significantly again in the past year. In 2022, central banks increased their purchases by 152%, to over 1,136 tons June 6, 2023 3:15 pm
Banks are cutting losses on real estate loans due to higher interest rates, leading to a potential financial crisis. Vacancy rates on office space across the U.S has hit a record +16%. June 6, 2023 9:38 am
As liquidity dries up, banks are becoming less interested in lending to each other. June 6, 2023 6:50 pmJune 6, 2023 9:05 am
US Commercial real estate in toast – and the banks holding those mortgages are the walking dead. The CMBS delinquency rate increased significantly in May 2023. June 6, 2023 7:16 amJune 5, 2023 6:26 pm
Regulators want banks to have larger buffers to absorb losses, planning to boost capital requirements by roughly 20% June 5, 2023 8:57 pmJune 5, 2023 8:21 am
Balaji: In 2008, the banks were too big to fail. In 2023, the stats are too fake to tell. June 4, 2023 2:07 am
US Banks report largest capital outflow in 40 years. NYC’s Banking Commission frozen deposits at Capitol One Bank due to insolvency fears. June 2, 2023 7:47 pm
US Banks Are Taking Liquidity from the Federal Reserve in Wake of SVB Implosion May 31, 2023 9:23 pmMarch 19, 2023 9:08 pm
Why printer is back on… 2023 is worse than 2008 in terms of deposits held by failed banks. May 31, 2023 9:23 pmMarch 17, 2023 2:49 pm
Silicon Valley Bank has failed. It’s the second largest bank failure in US history. Roughly 95% of Silicon Valley Bank’s deposits were FIDC uninsured. May 31, 2023 10:58 amMarch 10, 2023 11:36 pm
Bank Equities Drop… Big 4 Banks Unrealized Losses as of Q4 2022 (Bank of America at $116 bil) May 31, 2023 10:58 amMarch 10, 2023 3:40 pm
