

Banks Around The World Are Preparing For Something BIG
Nov 29, 2023
Banks worldwide are preparing for potential instability by hoarding liquidity, derisking, and engaging in hedging activities. The decreasing rates in the 52-week bill auction indicate anticipation of lower interest rates. De-risking strategies and cash hoarding among US banks reflect economic uncertainty. The decline in consumer loans and the contraction of lending portfolios by European banks further highlight cautious behavior. Overall, banks are taking precautions and preparing for something.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Decreasing Rates in 52 Week Bill Auctions and Anticipation of Lower Interest Rates
02:16 • 2min
Hedging Activities and De-risking Strategies Amidst Economic Uncertainty
04:44 • 4min
The Decline in Consumer Loans and the De-risking Among Banks
08:27 • 6min
Banks Are Preparing for Something
14:53 • 3min