🚨 100% Loan Losses Loom as Fed Shrinks Balance Sheet- Banks on the Brink

Sep 1, 2025

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"The Fed playing God with the US economy and trying things they weren’t sure would work," says Chris Whalen, chairman of Whelan Global Advisors. In today’s interview with Daniela Cambone, Whalen criticizes the Fed’s unconventional monetary policies—particularly the low interest rates and quantitative easing implemented during COVID. Now, the Fed is reversing some of that policy, shrinking its balance sheet and reducing liquidity in the system. Chris warns that the Fed is again experimenting with high-stakes economic levers, creating uncertainty in money markets and increasing the potential for stress in banks and the financial system.

"We’re seeing 100% loss on those [commercial real estate (CRE) and apartment building] loans when they default," he adds.

As for protecting investors, he stresses caution and opportunism: "Look for stability and income—treasuries, preferred stocks, reliable dividend payers. Gold must be a core part of your holdings."

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