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Category Archive: Treasury

  1. Tangible Common Equity – How Much Is Enough?

    Sud­denly, every­one is inter­ested in the amount of tan­gi­ble com­mon equity (“TCE”) invested in banks. Oddly, no one seems to know how much TCE is enough despite TCE being the pri­mary and most impor­tant ele­ment in deter­min­ing the ade­quacy of bank cap­i­tal­iza­tion. Of course, his­tory pro­vides a guide to what is enough TCE and right […] [read full story]

    Posted in: BANKS, Credit Crisis, economy, Finance, Obama, Politics, Public Policy, REGULATION, Regulatory Reform, Timothy Geithner, Treasury
  2. If They Weren’t Stress Testing Banks What Were They Doing All These Years?

    It is amaz­ing that Geithner’s pro­posal to “stress test” banks is mak­ing news as new pol­icy. After all, reg­u­la­tors were sup­posed to be doing this all along. After the last bank­ing cri­sis in the 1980s bank­ing reg­u­la­tors got the author­ity to antic­i­pate cap­i­tal short­falls as well as oper­a­tional defi­cien­cies. When prob­lems are iden­ti­fied reg­u­la­tors are […] [read full story]

    Posted in: BANKS, economy, FDIC, Finance, Obama, Public Policy, REGULATION, Regulatory Reform, Timothy Geithner, Treasury
  3. Money Supply and Economic Data Weekly Watch – The Next Crisis Is On The Horizon

    Even while the Fed and Trea­sury are fight­ing defla­tion and a seri­ous reces­sion, they are lay­ing the ground work for a new liq­uid­ity bub­ble with the poten­tial for dev­as­tat­ingly high infla­tion. While the cur­rent news is dom­i­nated by reces­sion­ary GDP, falling con­sumer con­fi­dence, bank­ing res­cues, incred­i­ble stock mar­ket volatil­ity and frozen short term money mar­kets, […] [read full story]

    Posted in: BANKS, Bernanke, Deflation, Economic Statistics, economy, Federal Funds Rate, Federal Reserve, Finance, Fiscal Policy, FOX BUSINESS NETWORK, Inflation, Leverage, Liquidity Trap, M2, monetary policy, Money Supply, REGULATION, Treasury