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  ·2023-03-31
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  The Federal Reserve's balance sheet has finally shrunk! But has the second wave of bank runs begun?
  为了拯救银行业，美联储资产负债表再次膨胀，好消息是，上周资产规模终于下降了；坏消息是，美元短缺持续，第二波银行挤兑危机可能已经开始了……
  The Federal Reserve's balance sheet has finally shrunk! But has the second wave of bank runs begun?
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17:16","market":"us","language":"zh","title":"The Federal Reserve's balance sheet has finally shrunk! But has the second wave of bank runs begun?","url":"https://stock-news.laohu8.com/highlight/detail?id=2323089425","media":"金十数据","summary":"为了拯救银行业，美联储资产负债表再次膨胀，好消息是，上周资产规模终于下降了；坏消息是，美元短缺持续，第二波银行挤兑危机可能已经开始了……","content":"<p><html><head></head><body>In an effort to save the banking industry, the Federal Reserve's balance sheet expanded again, and the good news is that its asset size finally declined last week. The bad news is that the dollar shortage persists, and a second wave of bank runs may have already begun... Biden is calling on regulators to tighten oversight of mid-sized banks, proposing...<strong>Overturning Trump-era rules</strong>This view primarily aims to restore regulation of banks with assets between $100 billion and $250 billion, including liquidity requirements, enhanced stress testing, and so-called \"living wills.\"</p><p><em>Note: A so-called living will refers to a will made by the Financial Stability Board (FSB) that requires...<a href=\"https://laohu8.com/S/FISI\">Financial institutions</a>Develop and submit to regulatory authorities a rapid and orderly disposal plan in the event of substantial financial difficulties or operational failure.</em></p><p>The White House also called for:</p><p>① Banks with assets within this range conduct stress tests annually, instead of every two years; ② Once bank assets reach $100 billion, shorten the stress test time; ③ Strengthen regulatory tools to ensure that banks can withstand the impact of rising interest rates. In addition, the White House called on the Federal Deposit Insurance Corporation (FDIC) to replenish funds without relying on community banks. The Banking Policy Institute clearly stated:</p><p>\"It would be unfortunate if the response to SVB's mismanagement and inadequate regulation were to impose additional regulation on all banks, which would cause significant damage to the future U.S. economy.\" Calls for stronger regulation were made.<strong>The outflow of bank deposits has led to a record high of $5.2 trillion in the money market.</strong>Issued under certain circumstances. Data shows that $54.5 billion in funds flowed in last week.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/082cdde7b856f5574d006b6762b83a14\" tg-width=\"967\" tg-height=\"658\"/></p><p><strong>$304 billion in capital inflows in the past three weeks</strong>This marks a record increase since the COVID-19 lockdown crisis began. As TD Securities strategist Gennadiy Goldberg said when discussing last week's data:</p><p>\"This data is consistent with the ongoing deposit flight from the banking system, with depositors indirectly investing cash in government bonds through money market funds and avoiding bank credit. This answers the question, 'Where does the money go after it leaves the banking system?'\" Meanwhile, the Federal Reserve also updates its weekly balance sheet, showing that...<strong>Its balance sheet actually shrank slightly by $27.8 billion last week, with the Federal Reserve's own QT (quantitative tightening) program reducing its holdings of U.S. Treasury bonds and MBS (mortgage-backed securities) by $10 billion.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/973365948743395579a82d27379216e2\" tg-width=\"967\" tg-height=\"636\"/></p><p>Regarding the Federal Reserve's actual reserves<strong>Its collateral instrument borrowings fell slightly from $164 billion to $153 billion</strong>But it is still far higher than the $4.5 billion before SVB's collapse.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73e7240e5fad99f24134793ed450de51\" tg-width=\"967\" tg-height=\"658\"/></p><p>Its composition has also changed, with the use of the discount window decreasing by $22 billion to $88 billion.<strong>This partially offset the increase in the Federal Reserve's new Bank Term Funding Program (BTFP), which increased by $10.7 billion.</strong>This increased from $53.7 billion last week to $64.4 billion. Meanwhile, other credit expansions, including loans from the Federal Reserve to bridge banks established by the FDIC to address the SVB and signatory bank issues, were largely flat at $180.1 billion.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e470f4250a3d22f3c1d1966b21f01cd\" tg-width=\"967\" tg-height=\"664\"/></p><p>The Federal Reserve's dollar liquidity swaps remained at a paltry $585 million over the past week, with $100 million going to the Swiss National Bank and $4.875 billion to the European Central Bank.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50758e31fed98dce53b4a1913b330171\" tg-width=\"967\" tg-height=\"664\"/></p><p>However, at least one bank has a massive $55 billion in reserves in the Federal Reserve's foreign repurchase facility.<strong>This means the dollar shortage continues, and the good news is that it is at least below last week's record $60 billion.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4024a3c8a9250aed5aefa2915b5aa5c7\" tg-width=\"967\" tg-height=\"648\"/></p><p>Finally, according to<a href=\"https://laohu8.com/S/BCS\">Barclays Bank</a>The statement,<strong>The second wave of bank runs has begun.</strong>Although the burning rate is slower, the intensity is greater because \"price-sensitive\" depositors are no longer lying dormant, but they are also not actively looking for the best places to deposit. Therefore, it is too early to say that the banking crisis is over.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b901de82f7ec3d432c31a93f95918a97\" tg-width=\"1279\" tg-height=\"676\"/></p><p>Nevertheless, there is some good news. Although the size of money market funds rose to a record high, the weekly increase fell by nearly 50% from last week's $117.4 billion to only $66 billion, the slowest since the banking crisis began. In other words,<strong>At least for now, deposit outflows are slowing.</strong></p><p></body></html></p>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Federal Reserve's balance sheet has finally shrunk! 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But has the second wave of bank runs begun?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2023-03-31 17:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>In an effort to save the banking industry, the Federal Reserve's balance sheet expanded again, and the good news is that its asset size finally declined last week. The bad news is that the dollar shortage persists, and a second wave of bank runs may have already begun... Biden is calling on regulators to tighten oversight of mid-sized banks, proposing...<strong>Overturning Trump-era rules</strong>This view primarily aims to restore regulation of banks with assets between $100 billion and $250 billion, including liquidity requirements, enhanced stress testing, and so-called \"living wills.\"</p><p><em>Note: A so-called living will refers to a will made by the Financial Stability Board (FSB) that requires...<a href=\"https://laohu8.com/S/FISI\">Financial institutions</a>Develop and submit to regulatory authorities a rapid and orderly disposal plan in the event of substantial financial difficulties or operational failure.</em></p><p>The White House also called for:</p><p>① Banks with assets within this range conduct stress tests annually, instead of every two years; ② Once bank assets reach $100 billion, shorten the stress test time; ③ Strengthen regulatory tools to ensure that banks can withstand the impact of rising interest rates. In addition, the White House called on the Federal Deposit Insurance Corporation (FDIC) to replenish funds without relying on community banks. The Banking Policy Institute clearly stated:</p><p>\"It would be unfortunate if the response to SVB's mismanagement and inadequate regulation were to impose additional regulation on all banks, which would cause significant damage to the future U.S. economy.\" Calls for stronger regulation were made.<strong>The outflow of bank deposits has led to a record high of $5.2 trillion in the money market.</strong>Issued under certain circumstances. Data shows that $54.5 billion in funds flowed in last week.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/082cdde7b856f5574d006b6762b83a14\" tg-width=\"967\" tg-height=\"658\"/></p><p><strong>$304 billion in capital inflows in the past three weeks</strong>This marks a record increase since the COVID-19 lockdown crisis began. As TD Securities strategist Gennadiy Goldberg said when discussing last week's data:</p><p>\"This data is consistent with the ongoing deposit flight from the banking system, with depositors indirectly investing cash in government bonds through money market funds and avoiding bank credit. This answers the question, 'Where does the money go after it leaves the banking system?'\" Meanwhile, the Federal Reserve also updates its weekly balance sheet, showing that...<strong>Its balance sheet actually shrank slightly by $27.8 billion last week, with the Federal Reserve's own QT (quantitative tightening) program reducing its holdings of U.S. Treasury bonds and MBS (mortgage-backed securities) by $10 billion.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/973365948743395579a82d27379216e2\" tg-width=\"967\" tg-height=\"636\"/></p><p>Regarding the Federal Reserve's actual reserves<strong>Its collateral instrument borrowings fell slightly from $164 billion to $153 billion</strong>But it is still far higher than the $4.5 billion before SVB's collapse.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73e7240e5fad99f24134793ed450de51\" tg-width=\"967\" tg-height=\"658\"/></p><p>Its composition has also changed, with the use of the discount window decreasing by $22 billion to $88 billion.<strong>This partially offset the increase in the Federal Reserve's new Bank Term Funding Program (BTFP), which increased by $10.7 billion.</strong>This increased from $53.7 billion last week to $64.4 billion. Meanwhile, other credit expansions, including loans from the Federal Reserve to bridge banks established by the FDIC to address the SVB and signatory bank issues, were largely flat at $180.1 billion.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e470f4250a3d22f3c1d1966b21f01cd\" tg-width=\"967\" tg-height=\"664\"/></p><p>The Federal Reserve's dollar liquidity swaps remained at a paltry $585 million over the past week, with $100 million going to the Swiss National Bank and $4.875 billion to the European Central Bank.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50758e31fed98dce53b4a1913b330171\" tg-width=\"967\" tg-height=\"664\"/></p><p>However, at least one bank has a massive $55 billion in reserves in the Federal Reserve's foreign repurchase facility.<strong>This means the dollar shortage continues, and the good news is that it is at least below last week's record $60 billion.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4024a3c8a9250aed5aefa2915b5aa5c7\" tg-width=\"967\" tg-height=\"648\"/></p><p>Finally, according to<a href=\"https://laohu8.com/S/BCS\">Barclays Bank</a>The statement,<strong>The second wave of bank runs has begun.</strong>Although the burning rate is slower, the intensity is greater because \"price-sensitive\" depositors are no longer lying dormant, but they are also not actively looking for the best places to deposit. Therefore, it is too early to say that the banking crisis is over.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b901de82f7ec3d432c31a93f95918a97\" tg-width=\"1279\" tg-height=\"676\"/></p><p>Nevertheless, there is some good news. Although the size of money market funds rose to a record high, the weekly increase fell by nearly 50% from last week's $117.4 billion to only $66 billion, the slowest since the banking crisis began. In other words,<strong>At least for now, deposit outflows are slowing.</strong></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/webapp/details.html?id=109409&type=news&data_type=0\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/86c31d7e54efed9192174b171199202b","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","SH":"做空标普500-Proshares","PSQ":"做空纳斯达克100指数ETF-ProShares",".IXIC":"NASDAQ Composite","BK4534":"瑞士信贷持仓","IVV":"标普500ETF-iShares",".SPX":"S&P 500 Index","QLD":"2倍做多纳斯达克100指数ETF-ProShares","TQQQ":"纳指三倍做多ETF","QID":"两倍做空纳斯达克指数ETF-ProShares","OEF":"标普100指数ETF-iShares","DXD":"两倍做空道琼30指数ETF-ProShares","SQQQ":"纳指三倍做空ETF","BK4504":"桥水持仓","BK4559":"巴菲特持仓","SPXU":"三倍做空标普500ETF-ProShares","BK4588":"碎股","DDM":"2倍做多道指ETF-ProShares","BK4550":"红杉资本持仓","OEX":"标普100","UDOW":"三倍做多道指30ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","DJX":"1/100道琼斯",".DJI":"道琼斯","QQQ":"纳指100ETF","SPY":"标普500ETF","DOG":"道指ETF-ProShares做空","SDOW":"三倍做空道指30ETF-ProShares","BK4585":"ETF&股票定投概念","BK4581":"高盛持仓","SDS":"两倍做空标普500 ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=109409&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2323089425","content_text":"为了拯救银行业，美联储资产负债表再次膨胀，好消息是，上周资产规模终于下降了；坏消息是，美元短缺持续，第二波银行挤兑危机可能已经开始了……拜登正呼吁监管机构收紧对中型银行的监管，提出了“推翻特朗普时代的规则”这一观点，主要是恢复对资产在1000亿美元至2500亿美元之间的银行的监管，包括流动性要求、加强压力测试和所谓的“生前遗嘱”。注：所谓的生前遗嘱，指由金融稳定理事会（FSB）提出，要求金融机构拟订并向监管机构提交，当其陷入实质性财务困境或经营失败时快速有序的处置方案。白宫还呼吁：①资产在这一范围内的银行每年进行一次压力测试，而不是两年进行一次；②一旦银行资产达到1000亿美元，就缩短压力测试的时间；③加强监管工具，确保银行能够承受利率上升的影响。此外，白宫还呼吁联邦存款保险公司（FDIC）在不依赖社区银行的情况下补充资金。银行政策研究所则明确表示：“如果对SVB管理不善和监管不力的反应是对所有银行进行额外监管，这将对美国未来经济造成重大损失，这将是不幸的。”要求加强监管的呼声是在银行存款外流，以至于货币基金市场规模创下5.2万亿美元历史新高的情况下发出的。数据显示，上周有545亿美元的资金流入。过去三周有3040亿美元的资金流入，创下了新冠疫情封锁危机以来的创纪录增幅。正如道明证券策略师戈德堡（Gennadiy Goldberg）在谈到上周的数据时所说：“这一数据与银行系统持续的存款外逃是一致的，储户通过货币基金间接将现金投资于政府债券，并避开银行信贷。这回答了‘钱离开银行系统后去了哪里？’的问题。”与此同时，美联储每周资产负债表也更新了，数据显示，其资产负债表上周实际上小幅收缩了278亿美元，其中美联储自身的QT（量化紧缩）计划缩减了100亿美元的美债和MBS（抵押贷款支持证券）。美联储实际准备金方面，其担保工具借款从1640亿美元小幅下降到1530亿美元，但仍然远高于SVB倒闭之前的45亿美元。其构成也发生了变化，贴现窗口的使用减少了220亿美元至880亿美元，部分抵消了美联储全新的银行定期融资计划（BTFP）的增加，后者增加了107亿美元，从上周的537亿美元增加到644亿美元。与此同时，包括美联储向FDIC为解决SVB和签名银行问题而设立的过桥银行提供的贷款等其他信贷扩张则基本持平，为1801亿美元。美联储的美元流动性掉期在过去一周仅维持在微不足道的5.85亿美元，其中1亿美元流向瑞士央行，48.75亿美元流向欧洲央行。但是至少有一家银行在美联储的外国回购工具中储备了550亿美元的巨额资金。这意味着美元短缺仍在继续，好消息是至少这已经低于上周创纪录的600亿美元。最后，根据巴克莱银行的说法，第二波银行挤兑浪潮已经开始，虽然燃烧速度较慢，但力度更大，因为“对价格敏感”的储户不再蛰伏，但也没有积极寻找存款的最佳地点。因此，要说银行业危机已经结束还为时尚早。尽管如此，还是有一些好消息的。虽然货币市场基金规模升至历史新高，但一周的增幅从上周的1174亿美元下降了近50%，只有660亿美元，这是自银行危机开始以来最慢的。换句话说，至少就目前而言，存款外流正在放缓。","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,"SPXU":0.6,"DJX":0.6,"SDS":0.6,"IVV":0.6,"UDOW":0.6,"SSO":0.6,"DXD":0.6,"SH":0.6,".DJI":1,"QLD":0.6,"ESmain":0.6,".SPX":0.6,"SQQQ":0.6,"DDM":0.6,"UPRO":0.6,"TQQQ":0.6,"PSQ":0.6,"NQmain":0.6,"SPY":1,"DOG":0.6,"QQQ":0.6,"MNQmain":0.6,"OEX":0.6,"OEF":0.6,".IXIC":1,"SDOW":0.6,"QID":0.6}},"isVote":1,"tweetType":1,"viewCount":4637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}