Banks disclosed the "trigger for systemic risk" as they see it from the inside. It's not rate hikes. - a podcast by Jeff Snider, Emil Kalinowski

Everyone remotely familiar with banking over the last few years knows there's systemic risk and it starts with commercial real estate (CRE). The Fed's very own Financial Stability Report for May 2023 exposes the details behind the scenes. With CRE prices falling for the first time in over a decade, valuations will eventually have to be adjusted and then all bets are off. Literally.

Eurodollar University's Money & Macro Analysis

FOMC Transcript: Oct 2008 call
https://www.federalreserve.gov/monetarypolicy/files/FOMC20081007confcall.pdf

FOMC Transcript: Sept 2008 meeting
https://www.federalreserve.gov/monetarypolicy/files/FOMC20080916meeting.pdf

Federal Reserve Financial Stability Report: May 2023
https://www.federalreserve.gov/publications/files/financial-stability-report-20230508.pdf

Federal Reserve Domestic Requirements for Banks
https://www.federalreserve.gov/aboutthefed/boardmeetings/files/tailoring-rule-visual-20191010.pdf

Bloomberg: Commercial Real Estate Prices in the US Fall for First Time Since 2011
https://www.bloomberg.com/news/articles/2023-05-17/us-commercial-real-estate-prices-fall-for-first-time-since-2011?leadSource=uverify%20wall

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DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

Further episodes of Eurodollar University

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Website of Jeff Snider, Emil Kalinowski