Banks' pandemic-era bonds are still pulling profits down

Banks' pandemic-era bonds are still pulling profits down

At many banks, pandemic-era bond purchases are still tugging at profits: Concerns about large unrealized losses on bond investments have receded since the spring banking crisis, but the paper losses have started growing again in recent months. The worries today are less about banks' survival — and more about how much their margins will get squeezed.

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Patrick Roberts

Chief Revenue Officer at MountainSeed

1 年

Another rate increase won’t help the equation. FIs should explore ways to restructure their bond portfolios. Selling branches, then leasing them back has never been such an impactful balance sheet strategy. FIs book the gain on sale all upfront, use the gain to offset bond losses, reinvest at more attractive yields, and obtain a very meaningful boost to company book value. Our team completes these all across the U.S. as a buyer which is helping FIs through the above solution. Call us.

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