US banking crisis moves into chronic phase

A month ago it seemed that the brave team of the Fed and the US Treasury had successfully weathered the crisis that emerged after the bankruptcy of Silicon Valley Bank (SVB)

Source: dknews.kz
In fact, the deposits were guaranteed, and the money was given to troubled colleagues from SVB to compensate for the outflow of private deposits.

For example, the most troubled First Republic Bank (FRB) borrowed $92bn last month from the Fed and state-run credit groups. By the way, $92bn is 52% of the deposits it had on its balance sheet at the beginning of the year…

Another $30bn on the advice of regulators was deposited to him by major US banks.

Has credibility been restored? No, it hasn’t!

The bank’s report this week showed a $72bn, or 41%, outflow of deposits in Q1. And that’s including the aforementioned infusions from big peers.

The general public doesn’t want to believe the Ministry of Finance’s grandmotherly fairy tales. And there is nothing surprising about that.

The lion’s share of the bank’s liabilities to the Fed is now at 4.5-4.8%, while interest income on loans previously issued at lower rates is around 3.7%.

Investment income also runs the risk of turning into a loss at a time of rising rates.

The bank is trying to optimise costs somehow, threatening to lay off 25% of its staff (about 1,800 people) in two months.

But investors seem to recommend firing all of them. The bank’s shares plummeted 64.5% in the two days after the report. Although it seemed as if there was nowhere lower to fall. It’s already down 96.5% since August.

And you think he’s the only one? No, there are dozens of smaller regional banks in the States with similar problems. It’s just that FRB is a household name.

Even if it will be rescued by new injections, it will not solve the systemic problems from rising rates and slowing economy.

Eugene Kogan, RT

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