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Old 03-11-2023, 03:05 PM   #1086
bizaro86
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Quote:
Originally Posted by opendoor View Post
Yeah, that bank's average remaining bond duration was over 6 years which seems crazy given who they catered to. They assumed that withdrawals wouldn't exceed their bond maturity pace, but they bet wrong.

I also wonder if the removal of the Dodd-Frank Act in 2018 played a part in this. Before it was removed, smaller banks (sub $250B like this one) were subject to federal stress testing and had higher cash reserve requirements to mitigate shocks.
I read one piece that said they were a major lobbyist for the move from $50B to $250B, as a >$200B but <$250B bank they were one of the biggest beneficiaries of that change. Of course, then they aren't to big to fail so the Fed let them go down...
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