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2023-03-31

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美联储资产负债表规模终于下降！但第二波银行挤兑开始？

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17:16","market":"us","language":"zh","title":"美联储资产负债表规模终于下降！但第二波银行挤兑开始？","url":"https://stock-news.laohu8.com/highlight/detail?id=2323089425","media":"金十数据","summary":"为了拯救银行业，美联储资产负债表再次膨胀，好消息是，上周资产规模终于下降了；坏消息是，美元短缺持续，第二波银行挤兑危机可能已经开始了……","content":"<html><head></head><body><blockquote>为了拯救银行业，美联储资产负债表再次膨胀，好消息是，上周资产规模终于下降了；坏消息是，美元短缺持续，第二波银行挤兑危机可能已经开始了……</blockquote><p>拜登正呼吁监管机构收紧对中型银行的监管，提出了“<strong>推翻特朗普时代的规则</strong>”这一观点，主要是恢复对资产在1000亿美元至2500亿美元之间的银行的监管，包括流动性要求、加强压力测试和所谓的“生前遗嘱”。</p><p><em>注：所谓的生前遗嘱，指由金融稳定理事会（FSB）提出，要求<a href=\"https://laohu8.com/S/FISI\">金融机构</a>拟订并向监管机构提交，当其陷入实质性财务困境或经营失败时快速有序的处置方案。</em></p><p>白宫还呼吁：</p><blockquote>①资产在这一范围内的银行每年进行一次压力测试，而不是两年进行一次；②一旦银行资产达到1000亿美元，就缩短压力测试的时间；③加强监管工具，确保银行能够承受利率上升的影响。</blockquote><p>此外，白宫还呼吁联邦存款保险公司（FDIC）在不依赖社区银行的情况下补充资金。银行政策研究所则明确表示：</p><blockquote>“如果对SVB管理不善和监管不力的反应是对所有银行进行额外监管，这将对美国未来经济造成重大损失，这将是不幸的。”</blockquote><p>要求加强监管的呼声是在<strong>银行存款外流，以至于货币基金市场规模创下5.2万亿美元历史新高</strong>的情况下发出的。数据显示，上周有545亿美元的资金流入。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/082cdde7b856f5574d006b6762b83a14\" tg-width=\"967\" tg-height=\"658\"/></p><p><strong>过去三周有3040亿美元的资金流入</strong>，创下了新冠疫情封锁危机以来的创纪录增幅。正如道明证券策略师戈德堡（Gennadiy Goldberg）在谈到上周的数据时所说：</p><blockquote>“这一数据与银行系统持续的存款外逃是一致的，储户通过货币基金间接将现金投资于政府债券，并避开银行信贷。这回答了‘钱离开银行系统后去了哪里？’的问题。”</blockquote><p>与此同时，美联储每周资产负债表也更新了，数据显示，<strong>其资产负债表上周实际上小幅收缩了278亿美元，其中美联储自身的QT（量化紧缩）计划缩减了100亿美元的美债和MBS（抵押贷款支持证券）。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/973365948743395579a82d27379216e2\" tg-width=\"967\" tg-height=\"636\"/></p><p>美联储实际准备金方面，<strong>其担保工具借款从1640亿美元小幅下降到1530亿美元</strong>，但仍然远高于SVB倒闭之前的45亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73e7240e5fad99f24134793ed450de51\" tg-width=\"967\" tg-height=\"658\"/></p><p>其构成也发生了变化，贴现窗口的使用减少了220亿美元至880亿美元，<strong>部分抵消了美联储全新的银行定期融资计划（BTFP）的增加，后者增加了107亿美元</strong>，从上周的537亿美元增加到644亿美元。与此同时，包括美联储向FDIC为解决SVB和签名银行问题而设立的过桥银行提供的贷款等其他信贷扩张则基本持平，为1801亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e470f4250a3d22f3c1d1966b21f01cd\" tg-width=\"967\" tg-height=\"664\"/></p><p>美联储的美元流动性掉期在过去一周仅维持在微不足道的5.85亿美元，其中1亿美元流向瑞士央行，48.75亿美元流向欧洲央行。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50758e31fed98dce53b4a1913b330171\" tg-width=\"967\" tg-height=\"664\"/></p><p>但是至少有一家银行在美联储的外国回购工具中储备了550亿美元的巨额资金。<strong>这意味着美元短缺仍在继续，好消息是至少这已经低于上周创纪录的600亿美元。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4024a3c8a9250aed5aefa2915b5aa5c7\" tg-width=\"967\" tg-height=\"648\"/></p><p>最后，根据<a href=\"https://laohu8.com/S/BCS\">巴克莱银行</a>的说法，<strong>第二波银行挤兑浪潮已经开始</strong>，虽然燃烧速度较慢，但力度更大，因为“对价格敏感”的储户不再蛰伏，但也没有积极寻找存款的最佳地点。因此，要说银行业危机已经结束还为时尚早。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b901de82f7ec3d432c31a93f95918a97\" tg-width=\"1279\" tg-height=\"676\"/></p><p>尽管如此，还是有一些好消息的。虽然货币市场基金规模升至历史新高，但一周的增幅从上周的1174亿美元下降了近50%，只有660亿美元，这是自银行危机开始以来最慢的。换句话说，<strong>至少就目前而言，存款外流正在放缓。</strong></p></body></html>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美联储资产负债表规模终于下降！但第二波银行挤兑开始？</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美联储资产负债表规模终于下降！但第二波银行挤兑开始？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-31 17:16 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=109409&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>为了拯救银行业，美联储资产负债表再次膨胀，好消息是，上周资产规模终于下降了；坏消息是，美元短缺持续，第二波银行挤兑危机可能已经开始了……拜登正呼吁监管机构收紧对中型银行的监管，提出了“推翻特朗普时代的规则”这一观点，主要是恢复对资产在1000亿美元至2500亿美元之间的银行的监管，包括流动性要求、加强压力测试和所谓的“生前遗嘱”。注：所谓的生前遗嘱，指由金融稳定理事会（FSB）提出，要求金融机构...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=109409&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/86c31d7e54efed9192174b171199202b","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4585":"ETF&股票定投概念","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","BK4534":"瑞士信贷持仓","PSQ":"纳指反向ETF","QID":"纳指两倍做空ETF","SDOW":"道指三倍做空ETF-ProShares","DXD":"道指两倍做空ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SDS":"两倍做空标普500ETF","OEF":"标普100指数ETF-iShares","BK4559":"巴菲特持仓","TQQQ":"纳指三倍做多ETF",".SPX":"S&P 500 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Goldberg）在谈到上周的数据时所说：“这一数据与银行系统持续的存款外逃是一致的，储户通过货币基金间接将现金投资于政府债券，并避开银行信贷。这回答了‘钱离开银行系统后去了哪里？’的问题。”与此同时，美联储每周资产负债表也更新了，数据显示，其资产负债表上周实际上小幅收缩了278亿美元，其中美联储自身的QT（量化紧缩）计划缩减了100亿美元的美债和MBS（抵押贷款支持证券）。美联储实际准备金方面，其担保工具借款从1640亿美元小幅下降到1530亿美元，但仍然远高于SVB倒闭之前的45亿美元。其构成也发生了变化，贴现窗口的使用减少了220亿美元至880亿美元，部分抵消了美联储全新的银行定期融资计划（BTFP）的增加，后者增加了107亿美元，从上周的537亿美元增加到644亿美元。与此同时，包括美联储向FDIC为解决SVB和签名银行问题而设立的过桥银行提供的贷款等其他信贷扩张则基本持平，为1801亿美元。美联储的美元流动性掉期在过去一周仅维持在微不足道的5.85亿美元，其中1亿美元流向瑞士央行，48.75亿美元流向欧洲央行。但是至少有一家银行在美联储的外国回购工具中储备了550亿美元的巨额资金。这意味着美元短缺仍在继续，好消息是至少这已经低于上周创纪录的600亿美元。最后，根据巴克莱银行的说法，第二波银行挤兑浪潮已经开始，虽然燃烧速度较慢，但力度更大，因为“对价格敏感”的储户不再蛰伏，但也没有积极寻找存款的最佳地点。因此，要说银行业危机已经结束还为时尚早。尽管如此，还是有一些好消息的。虽然货币市场基金规模升至历史新高，但一周的增幅从上周的1174亿美元下降了近50%，只有660亿美元，这是自银行危机开始以来最慢的。换句话说，至少就目前而言，存款外流正在放缓。","news_type":1},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":653000478,"gmtCreate":1680274207197,"gmtModify":1680274207197,"author":{"id":"3534891291700531","authorId":"3534891291700531","name":"王婆卖股","avatar":"https://static.tigerbbs.com/b4061aeb02e68b45ee22ae3557f460db","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[OK]&nbsp;","listText":"[OK]&nbsp;","text":"[OK]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/653000478","repostId":"2323089425","repostType":4,"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}