存款疯狂逃离！美国“最脆弱的银行”已有1.1万亿美元流出

华尔街见闻2023-03-23

摘要：硅谷银行危机爆发后，美国中小型银行存款加速流失，仅截至3月15日的一周内流出约5500亿美元。事实上，即使是银行股小幅抛售也会将市场风险情绪拖入谷底，正如摩根大通早些时候计算的那样，目前银行挤兑的情况远比美联储或财政部所表述的都要可怕。摩根大通从银行挤兑观察中得出的最新流动性报告显示，到目前为止，美国“最脆弱的银行”已有1.1万亿美元流出，其中有一半是在短短一周内流失。摩根大通策略师Nick...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230323082922841d09f7&s=b><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：硅谷银行危机爆发后，美国中小型银行存款加速流失，仅截至3月15日的一周内流出约5500亿美元。事实上，即使是银行股小幅抛售也会将市场风险情绪拖入谷底，正如摩根大通早些时候计算的那样，目前银行挤兑的情况远比美联储或财政部所表述的都要可怕。摩根大通从银行挤兑观察中得出的最新流动性报告显示，到目前为止，美国“最脆弱的银行”已有1.1万亿美元流出，其中有一半是在短短一周内流失。摩根大通策略师Nick...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230323082922841d09f7&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0256863811.USD","symbol_name":"ALLIANZ US EQUITY \"A\" 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The \"most vulnerable banks\" in the United States have flowed out $1.1 trillion","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/a0ce5d834b5681c9800fc5738c365b54","symbols_score_info":{"JPM":0.9},"content_text":"摘要：硅谷银行危机爆发后，美国中小型银行存款加速流失，仅截至3月15日的一周内流出约5500亿美元。事实上，即使是银行股小幅抛售也会将市场风险情绪拖入谷底，正如摩根大通早些时候计算的那样，目前银行挤兑的情况远比美联储或财政部所表述的都要可怕。摩根大通从银行挤兑观察中得出的最新流动性报告显示，到目前为止，美国“最脆弱的银行”已有1.1万亿美元流出，其中有一半是在短短一周内流失。摩根大通策略师Nick Panigirtzoglou在报告中指出，在截至3月15日的一周内，美国中小型银行需要借款约5500亿美元以抵消存款外流，其中2500亿美元来自美国联邦住房贷款银行（FHLB），3000亿美元来自美联储。在今年1月和2月，硅谷银行危机爆发之前，美国银行已经向FHLB借款500亿美元，2022年已累计借款4670亿美元。换言之，自2022年初美联储开启周期以来，美国“最脆弱的银行”可能累计损失了约1.1万亿美元的存款，其中一半流失发生在硅谷银行危机之后，另一半在此之前。而这1万亿美元，其中一半流向了货币市场基金，另一半流向了较大、较安全的美国银行。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2321173189","isCrawlerRequest":true}