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Mar 10, 2023Liked by Yun-Fang Juan

Many many banks have the same problem.

The issue is that they dont have to mark to market the losses until they are realized.

Banks are typically 8:1-10:1 leveraged on deposits.

Banks mostly own treasuries and MBS. So yeah. Lots of insolvent banks out there. As soon as a run starts this will keep happening.

The fed just wants this to be not systemic. As long as it's not systemic then it's forced deleverging which helps bring down inflation and pull down rates and fix the other banks.

So yeah. The game with the banks right now is don't be the weakest one in the heard.

Many banks have been quietly shoring up balance sheets already. See Hsbc, see BMO.

Note forced deleverging isn't good for risk assets (equities).

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Did your withdrawal end up succeeding? This failure moved faster than I imagined it would.

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yeah I did. just in time.

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