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Bank Losses Get 'Really Ugly' Once This Happens; Another 2008 Crisis Coming? | Christopher Whalen
The David Lin Report
Treasury Auctions and Banking Stability
This chapter explores the risks tied to treasury auctions and the potential impacts of Fannie Mae and Freddie Mac exiting conservatorship, which could lead to increased mortgage costs. It assesses the current state of bank securities, addressing unrealized losses and the implications of rising long-term yields, while also proposing solutions to mitigate these challenges. Additionally, it examines regulatory changes, inflationary pressures, and the broader effects of government spending on financial markets and the banking sector.
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