4 ms·
Are you sure about that? I would make me very nervous if every single bank had ~50% of it's balance sheet in rock bottom rate 10Y bonds that have dropped in va
by shawabawa3 4y ago
Are you sure about that?
I would make me very nervous if every single bank had ~50% of it's balance sheet in rock bottom rate 10Y bonds that have dropped in value 30+% in the last year
I'm pretty sure most banks have assets > liabilities even after rate hikes, which is the root cause with SVB, not the bank run
- bhouston 4y ago> I would make me very nervous if every single bank had ~50% of it's balance sheet in rock bottom rate 10Y bonds that have dropped in value 30+% in the last year This is a separate issue. SVB is likely insolvent because of their MBS issue. But their liquidity available last week is significantly less than their assets.