{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Eurodollar University","title":"Banks disclosed the \"trigger for systemic risk\" as they see it from the inside. It's not rate hikes.","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/fcb038b2\"></iframe>","width":"100%","height":180,"duration":1114,"description":"Everyone remotely familiar with banking over the last few years knows there's systemic risk and it starts with commercial real estate (CRE). The Fed's very own Financial Stability Report for May 2023 exposes the details behind the scenes. With CRE prices falling for the first time in over a decade, valuations will eventually have to be adjusted and then all bets are off. Literally.\nEurodollar University's Money & Macro Analysis\nFOMC Transcript: Oct 2008 call\nhttps://www.federalreserve.gov/monetarypolicy/files/FOMC20081007confcall.pdf\nFOMC Transcript: Sept 2008 meeting\nhttps://www.federalreserve.gov/monetarypolicy/files/FOMC20080916meeting.pdf\nFederal Reserve Financial Stability Report: May 2023\nhttps://www.federalreserve.gov/publications/files/financial-stability-report-20230508.pdf\nFederal Reserve Domestic Requirements for Banks\nhttps://www.federalreserve.gov/aboutthefed/boardmeetings/files/tailoring-rule-visual-20191010.pdf\nBloomberg: Commercial Real Estate Prices in the US Fall for First Time Since 2011\nhttps://www.bloomberg.com/news/articles/2023-05-17/us-commercial-real-estate-prices-fall-for-first-time-since-2011?leadSource=uverify%20wall\nTwitter: https://twitter.com/JeffSnider_AIP\nhttps://www.eurodollar.university\nhttps://www.marketsinsiderpro.com\nhttps://www.PortfolioShield.net\nRealClearMarkets Essays: https://bit.ly/38tL5a7\nTHE EPISODES\nYouTube: https://bit.ly/310yisL\nVurbl: https://bit.ly/3rq4dPn\nApple: https://apple.co/3czMcWN\nDeezer: https://bit.ly/3ndoVPE\niHeart: https://ihr.fm/31jq7cI\nTuneIn: http://tun.in/pjT2Z\nCastro: https://bit.ly/30DMYza\nGoogle: https://bit.ly/3e2Z48M\nReason: https://bit.ly/3lt5NiH\nSpotify: https://spoti.fi/3arP8mY\nPandora: https://pdora.co/2GQL3Qg\nCastbox: https://bit.ly/3fJR5xQ\nPodbean: https://bit.ly/2QpaDgh\nStitcher: https://bit.ly/2C1M1GB\nPlayerFM: https://bit.ly/3piLtjV\nPodchaser: https://bit.ly/3oFCrwN\nPocketCast: https://pca.st/encarkdt\nSoundCloud: https://bit.ly/3l0yFfK\nListenNotes: https://bit.ly/38xY7pb\nAmazonMusic:...","thumbnail_url":"https://img.transistorcdn.com/-PtiTzNd5Hw0QA5KJSn4hxFg04siyhv-eokn_umaeKU/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzkyNDMvMTY2ODk5/MjU1OS1hcnR3b3Jr/LmpwZw.webp","thumbnail_width":300,"thumbnail_height":300}