MI2's Global Macro Summit

September 26-29| Vail, CO

LIVE NOW! Stream Sessions Virtually!

US Regional Banks: The Vicious Circle

  • Few regional banks hedged rate risk, so most need to raise fresh capital
  • At current bank valuations, that requires massive equity dilution
  • Declining NIM and increased loan losses are coming next
  • Only the Fed can prevent a vicious circle and ongoing credit tightening (and they think they don’t want to)


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