★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerFinanceⓁ US BanksMarkets Fed Liquidity Facility Shuts as Latest Bank Data Shows Deposit Drain Halting, Unrealized Losses Narrowing The FDIC's latest quarterly banking profile showed a significant drop-off in net income at US banks to close out 2023.…McAlinden Research PartnersMarch 11, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerFinanceⓁ US BanksMonetary Policy Bank Deposits Back on the Rise as Falling Rates Cut Unrealized Losses, Steepen Yield Curve US commercial bank deposits jumped to their highest level in 10 months in the most recent data available, reversing a…McAlinden Research PartnersJanuary 31, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerFinanceⓁ CybersecurityTechnology JPMorgan Spends Billions to Counter Cyber Threats, Fed Research Explores Banking System Contagion Risk America's largest bank is now spending billions of Dollars per year to defend itself against unrelenting waves of cyberattacks. Fed…McAlinden Research PartnersJanuary 18, 2024
★ Daily Intelligence Briefings (DIBs)FinanceMonetary Policy Bank Profits Cut as Paper Losses Rebounded in Q3, But Falling Yields Could Ease Balance Sheet Pressure New data from the FDIC shows that US bank profits shrunk in Q3 while unrealized losses re-expanded to near record…McAlinden Research PartnersNovember 30, 2023
★ Daily Intelligence Briefings (DIBs)FinanceReal Estate & Construction Commercial Properties May See Steeper Rent Declines, Office Building Discounts in Wake of WeWork Bankruptcy WeWork's bankruptcy marks the latest blow to the commercial real estate (CRE) market - particularly the office building segment. Despite…McAlinden Research PartnersNovember 8, 2023
★ Daily Intelligence Briefings (DIBs)FinanceMonetary Policy Bank Deposits Show No Sign of Rebound, Rising Credit Rejection Rates Could Crunch Profits US bank deposits dipped to their lowest level since May in the most recent week of data, signaling that a…McAlinden Research PartnersSeptember 13, 2023
★ Daily Intelligence Briefings (DIBs)Finance More US Banks Face Credit Rating Downgrades as Funding and Deposit Concerns Persist Another round of credit rating downgrades impacting several US banks with a combined $426 billion in consolidated assets, this time…McAlinden Research PartnersAugust 22, 2023
★ Daily Intelligence Briefings (DIBs)FinanceMarketsMonetary Policy US Banking Sector Slammed by Spate of Downgrades as Dependence on Liquidity Assistance Looms Ten banks faced credit rating downgrades from Moody's this morning, along with six more prominent depositories being put on watch…McAlinden Research PartnersAugust 8, 2023
★ Daily Intelligence Briefings (DIBs)FinanceMarkets Increased Loan-Loss Provisions Projected in Upcoming US Bank Earnings, Resurgent Rates Apply Pressure Estimates for US bank earnings suggest increased defaults on loans from large American lenders, as well as greater provisions for…McAlinden Research PartnersJuly 10, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerManufacturing & LogisticsReal Estate & Construction Construction Spending Surges in Nonresidential Sector, But US Industrials Lag Homebuilder Performance US nonresidential construction data has shown particular resilience lately, rising close to record highs on a YoY basis. Gauges of…McAlinden Research PartnersJune 7, 2023