以为是三月份SVB暴雷时的报告，查了一下是上个月的新闻。 对股市有什么影响吗？ https://www.reuters.com/business/finance/bank-americas-unrealized-losses-securities-rose-1316-bln-2023-10-17/ U.S. banks could be grappling with at least $650 billion of unrealized losses in their securities portfolios, according to an estimate from Moody's after prospects of interest rates staying higher for longer led to a bond market rout in the third quarter. That would be 15% more than the $558 billion of losses they were sitting on at the end of the second quarter. JPMorgan Chase (JPM.N) had unrealized losses of $40 billion in its HTM portfolio in the third quarter. Citigroup (C.N) did not disclose paper losses on its portfolio for the third quarter. They stood at $24 billion at the end of the second quarter. Both banks did not comment beyond the disclosures.
才这么点？？？ 年初SVB暴雷的时候，说有1-2万亿美元的unrealized loss啊 A new analysis by SIEPR Senior Fellow Amit Seru finds that $2.2 trillion in losses https://siepr.stanford.edu/news/many-us-banks-face-same-risks-brought-down-silicon-valley-bank
U.S. Banks are sitting on $1.7 trillion in unrealized losses, research says. https://fortune.com/2023/03/23/banks-unrealized-losses-nearly-2-trillion-treasuries-mortgage-backed-securities/
我的天啊！股市要崩盘？
虽然UNrealized losses 不是债务，但也这个数字也真是够大的了，静观海啸吧
拜登不是正在推动第一期145亿新援助以色列的款项吗？
https://www.reuters.com/business/finance/bank-americas-unrealized-losses-securities-rose-1316-bln-2023-10-17/
U.S. banks could be grappling with at least $650 billion of unrealized losses in their securities portfolios, according to an estimate from Moody's after prospects of interest rates staying higher for longer led to a bond market rout in the third quarter. That would be 15% more than the $558 billion of losses they were sitting on at the end of the second quarter.
JPMorgan Chase (JPM.N) had unrealized losses of $40 billion in its HTM portfolio in the third quarter. Citigroup (C.N) did not disclose paper losses on its portfolio for the third quarter. They stood at $24 billion at the end of the second quarter. Both banks did not comment beyond the disclosures.
还是富国银行更悬
别担心，too big to fail
为啥?富国银行好像做零售（消费者）的业务比较大，投资相对来说占比要比美国银行小。
就是加息加的，不卖hold to maturity就没事了
你Google下就知道啊，富国一屁股问题
各个银行er 都很漂亮，那为什么都在fidelity 上发高利息cd?
现在是加息环境下老百姓 公司没钱还有通胀 别人都要取钱呀
年初SVB暴雷的时候，说有1-2万亿美元的unrealized loss啊
A new analysis by SIEPR Senior Fellow Amit Seru finds that $2.2 trillion in losses https://siepr.stanford.edu/news/many-us-banks-face-same-risks-brought-down-silicon-valley-bank
U.S. Banks are sitting on $1.7 trillion in unrealized losses, research says. https://fortune.com/2023/03/23/banks-unrealized-losses-nearly-2-trillion-treasuries-mortgage-backed-securities/
正准备说，这不明显改善了嘛。
在许多情况下，正确财报以后的 Unrealized Loss 是好事，当然具体情况还要看 asset 本身。
这小意思吧，相当于美国国内打了一个没有硝烟的俄乌战争，能消化。
以色列打个哈马斯就要推动1000亿的援助 完全是单方面吊打 援助这么多也是没谁了