NY Community Bancorp's Problems in the Rent-Stabilized Market
New York Community Bancorp (NYCB) saw its shares plunge nearly 40% after missing on earnings per share, cutting dividends, and increasing reserves...
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US Banking Groundhog Day?
March 2023 was a noteworthy month for US stock market investors. It was one of only two significant corrections in an otherwise stellar year.
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US Banks - NYCB Credit Costs Are Much Higher than in the Early 1990s
US CRE loan risk is clearest now with the NYCB charge taken in 4Q23, putting its credit costs now well higher than the recessionary period in...
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Macro Nugget: US Banks
Recently the FED released its H4 recently which bears some interesting insights into the state of the US banking sector. The Reverse Repo facility...
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US Banks - Weekly C&I Loan Growth Remains Negative, Total Loan Growth Still Only Barely Positive
High frequency data shows US banks with very weak C&I loans and total loans. Large time deposit growth remains high, only adding to core income...
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