美国银行国内存款连续第二周下跌
US Banks' Domestic Deposits Tumble For Second Week In A Row

原始链接: https://www.zerohedge.com/markets/us-banks-domestic-deposits-tumble-second-week-row

货币市场基金出现小幅净流出,仍接近历史高位。 银行存款总额激增,达到九个月来的最高点。 国内银行业经季节调整后存款流出,但经非季节调整后存款大量流入。 大型银行和小型银行经季节性调整后的存款流量形成鲜明对比,但两者都经历了非季节性调整后的流入。 小型银行的贷款量下降,而大型银行的贷款量则增加。 美联储的银行存款和美国股市市值上升。

相关文章

原文

Money market funds saw a very small net outflow (-$2.2BN) last week, leaving them still just shy of the record high...

Source: Bloomberg

On the bank side of the savings world, total deposits (SA) rose $17.5BN to its highest since Sept 2022...

Source: Bloomberg

On a non-seasonally-adjusted basis, total deposits jumped a huge $148BN (reversing the prior week's $133BN deposit decline)...

Source: Bloomberg

Rather oddly, excluding foreign deposits, domestic US banks saw a $22BN net deposit outflow last week on an SA basis during the week-ending 10/30 (but a $113BN inflow on an NSA basis)...

Source: Bloomberg

On an NSA basis, Large banks saw $86BN inflows and Small banks $27BN inflows. However, on an SA basis, large banks saw $21BN outflows and small banks $1.5BN outflows.

Interestingly, loan volumes shrank at small banks but surged for large banks...

Source: Bloomberg

Finally, bank deposits at the Fed rose last week (and so did US equity market capitalization to a new record high)...

Source: Bloomberg

Will this ever recouple?

联系我们 contact @ memedata.com