$First Republic Bank (FRC.US)$ It took some time to look up ...
$First Republic Bank (FRC.US)$ It took some time to look up the data, the FRC has few unrealized losses on CMBS holdings, the delinquency rate on CMBS is still low, there is liquidity in major banks, the Fed has a window of discovery and BTFP, and it does not seem that the risk of FRC going into the market is very high... Patience and trust.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment
Ringo想买包 : I'm curious where I can find this information
73356264 OP Ringo想买包 : FRC holds the number of CMBS I was looking for on the FDIC, CMBS default rate was found on Bloomberg, the source is Fitch.
73356264 OP Ringo想买包 : https://www.fitchratings.com/research/structured-finance/us-cmbs-office-retail-delinquencies-higher-as-overall-rate-ticks-down-in-february-10-03-2023https://cdr.ffiec.gov/public/ManageFacsimiles.aspx
星空探索 : Information everyone can find! Why don't big agencies scramble...
图什么东西啊 星空探索 : Will big agencies notify you when they search the bottom?