Bank Run

Zitat von anwir

ah, neuer Beitrag zum Them Bank Run

Moin anwir,

hier kommt der wichtigste Beitrag zum Bank Run seit Jahren.

Junkbonds mit 13% Renditeaufschlag gegenüber US Anleihen - Tendenz steigend.

Rückzahlungen aus großen Fonds mit Verzögerungen!

Die Krise im Bereich Private Credit ist gerade öffentlich geworden...

Eurodollar University: Geld- und Makroanalyse

15.10.2026
Alle glauben, die Krise der privaten Kredite sei unter Kontrolle.

Bankbeamte betonen die Stabilität des Finanzsystems. Zentralbanker erwähnen private Kredite kaum. Und wenn die Mainstream-Medien darüber berichten, beschränkt sich die Berichterstattung meist auf Abhebungen von Anlegergeldern aus einigen wenigen Fonds.

Man versichert uns dann, die zugrunde liegenden Kredite würden weiterhin bedient, es gäbe also keinen Grund zur Sorge.

Doch diese Darstellung ist völlig überholt.

Mein Kommentar: Wegen der Risiken am Privaten Kreditmarkt, geht das Big Money jetzt in Staatsanleihen.

LG Vatapitta.

PS: anwir, die Fehlinfos kannst Du vermeiden, wenn Du den Spammern einen blauen Balken schenkst = ignorieren.

The Banks Are Burning!

October 22, 2026
[Blockierte Grafik: https://goldseek.com/sites/default/files/styles/thumbnail/public/pictures/2020-08/DH.jpg?itok=u-Kpfdnp]

David Haggith - The Daily Doom

While my series of predictions were, in their totality, the most extreme I’ve ever made for a single year, it is the “in total” part that causes me to believe they will most likely ALL become our new reality. Granted, some could take a little longer to play out than I think, but the really important part of those predictions behind the paywall was the simple connections by which they all will play off of each other. It’s the fact that so many things are already starting to slide that all affect each other that makes it actually more likely they will all go down … together. (See: “2027 PREDICTIONS: 2027 Brings the Everything Bubble Bust, and Here is What that Will Look Like

”)

What happened recently provides an interesting example. One prediction I wanted to place earlier in my list of problems than where I did was my prediction about what would happen to banks in the coming year. I won’t give it all away, since that was for paying subscribers, but maybe I should have actually moved it up as I considered. I mean, look at the news on banking.

I came across some postings from Catherine Austin Fitts. (See the headlines section below.) She shows two major bank indices in the stock markets of the world that have been on a long plunge already, which is a major warning for the stock market. She names some of the largest banks in the world that have already lost a quarter of their value. Of course, they are also the banks that are typically first among the big boys to look troubled because they have done some dumb stuff in the past. They are the repeat offenders in the stupid-risks department.

I placed banks toward the end of the order on my list because of all the things that will be impacting them, to show that all those things would eventually be more than some of the major banks can handle. Then I indicated how far that would go. In my view, banks will be slow to join the party because banks did make changes in how they are capitalized, etc., after the big banking bust of 2008-2012. The news makes me wonder a little if I gave them too much time. Maybe I extended too much credit to banks.

In spite of being better capitalized, the value of their reserves as a shield in bad times is being seriously cut into by the rise in Treasury rates. More so than at other times. Most of their reserves are banked in the form of Treasuries, but they don’t have to mark those down to market as their value falls IF they have designated that they intend to hold them to maturity. That, however, doesn’t help them at all if they actually do have to sell in order to start paying out on a bank run. Suddenly, those Treasuries are not only worth a lot less, but they do have to be marked down to market, making the bank’s situation on paper rapidly more perilous, so its credit ratings take another hit.

I’m staying with the timeframe I gave for bank troubles, but look at the news:

Zitat

The KBW Nasdaq Bank Index, which tracks 24 of the largest U.S. lenders, has fallen for six straight weeks — its longest losing run since July 2008. It slipped another 1.1% on Monday, putting it on track for a seventh.

That is quite a number of very large banks that haven’t done this bad since the last time big banks went bust. And the latest of the slips was not a small fall. It was a BIGGER fall that really does send us back to 2008 to find anything remotely like it:

Weiterlesen

LG Vatapitta