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The real question is why the regulators didn't notice.

Banking is far, far from a free market. Especially since 2008. There is heavy regulation, stress tests, etc.

People keep talking about how we need more/better regulations but none of that matters if the regulators look at a bank doing risky stuff and don't realize that it is doing risky stuff.

One of the reasons I'm glad about the government's announcement tonight is that I suspect there are a lot of other banks that are similarly exposed to the kind of duration risk SVB was, including First Republic, and now that people are looking for that the chance of further bank runs is pretty high.



> The real question is why the regulators didn't notice.

From what I read, it looks like some banks are trying to stay below $250B threshold that would trigger higher scrutiny.


Given that the collapse of a bank that had less than that is now the second largest failure ever, lowering that threshold would be a pretty good start.


It was $50bn, it was raised to $250bn in 2018.


I couldn’t find earlier data points, but at the end of 2019 they apparently had $61B in deposits…

[0] https://mobile.twitter.com/jamiequint/status/163395616356500...


The threshold was $50B until Trump and co raised it to $250B. I agree that lowering it back to $50B should be a priority.


Partially due to lobbying on behalf of SVB itself.


> The real question is why the regulators didn't notice.

CEO was part until Friday of SF Fed board and successfully lobbied to make SVB not have Basel III enforced.

CRO is former NY Fed and risk ratings.

Yellen is former SF Fed president.

https://news.ycombinator.com/item?id=35120625




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