Gianluca Paglia
@gianlucapaglia.bsky.social
2/2. The two main causes of banks being forced to sell:
🛑 Deposit flight. e.g. Silicon Valley Bank in 2023
🚨 Margin on funding costs start causing banks into a negative carry situation, forcing them to take on riskier debt. e.g. Norinchukin bank last year
🛑 Deposit flight. e.g. Silicon Valley Bank in 2023
🚨 Margin on funding costs start causing banks into a negative carry situation, forcing them to take on riskier debt. e.g. Norinchukin bank last year
May 25, 2025 at 4:36 PM
2/2. The two main causes of banks being forced to sell:
🛑 Deposit flight. e.g. Silicon Valley Bank in 2023
🚨 Margin on funding costs start causing banks into a negative carry situation, forcing them to take on riskier debt. e.g. Norinchukin bank last year
🛑 Deposit flight. e.g. Silicon Valley Bank in 2023
🚨 Margin on funding costs start causing banks into a negative carry situation, forcing them to take on riskier debt. e.g. Norinchukin bank last year