GnS Economics Newsletter

GnS Economics Newsletter

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GnS Economics Newsletter
GnS Economics Newsletter
On Powell, NYCB and regional banks

On Powell, NYCB and regional banks

Good on the outside, bad on the inside

Tuomas Malinen's avatar
Tuomas Malinen
Mar 08, 2024
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GnS Economics Newsletter
GnS Economics Newsletter
On Powell, NYCB and regional banks
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From Tuomas Malinen’s Forecasting Newsletter.

Issues discussed:

  • The anniversary of the failure of the Silicon Valley Bank (SVB) is upon us.

  • Bright spots in the U.S. banking sector are over-shadowed by the looming commercial real estate losses.

  • The possible ‘liquidity crunch’ is approaching, while the Federal Reserve is to be ‘on hold’ in its March meeting.

I am currently writing the scenarios for the geopolitical future of Europe, which will be published next week. However, I wanted to first comment on the recent developments in the U.S. regional banking sector, noted also by the Chair of the Federal Reserve, Jerome Powell.

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