In the Market: Fed beware the banking crisis of March

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Sept 18 - Cadence Bank CEO Dan Rollins calls the regional banking crisis from earlier this year"March madness." Six months on, the craziness has abated, but the industry is scarred and still dealing with its consequences.

Taken together, the lingering effects of the crisis complicate the U.S. Federal Reserve's calculus as it walks a fine line on interest rates, increasing the chance it might over-correct. Torsten Slok, chief economist at Apollo Global Management, said the banking crisis had"a magnifying effect" on the Fed's tightening but its full impact would come with a lag.Slok said the impact so far can be seen in data: Fed data, for example, shows while large banks started to pull back on credit when the central bank started raising rates last year, small banks continued to increase loans and leases until Silicon Valley Bank collapsed in March.

Cadence's Rollins estimated the repricing of deposits may have been pulled forward"by a quarter or two." EFFECTIVE EASING Banks also loaded up on other sources of funding in recent months as the situation calmed. Borrowings under the Fed's emergency lending facility, called the Bank Term Funding Program , rose to $108 billion this month.

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In the Market: Fed beware the banking crisis of MarchKitco News collects and features the top financial, economic and geopolitical news from around the world. Kitco's aggregated sources include some of the top newswires in the world including the Association Press, Canadian Press, Japanese Economic Newswire, and United Press International.
Bron: KitcoNewsNOW - 🏆 13. / 78 Lees verder »