Moody's Could Downgrade First Republic Even Further

The video discusses the ongoing work and expectations for the resolution of SVB by the FDIC, including the auction process for wealth management and commercial bank assets. It analyzes data from the Federal Reserve on regional banks' stability, indicating that contagion risks have not materialized significantly. Upcoming earnings reports will provide further clarity, and the first data on deposit outflows post-SVB fallout will offer insights into the banking industry's balance sheet changes.

What specific data will be analyzed regarding deposit outflows?

How will the balance sheet changes be significant for the banking industry?