[HN Gopher] Federal Reserve announces backstop of deposits, all ...
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       Federal Reserve announces backstop of deposits, all money 100%
       available Monday
        
       Author : robbiet480
       Score  : 95 points
       Date   : 2023-03-12 22:19 UTC (43 minutes ago)
        
 (HTM) web link (www.federalreserve.gov)
 (TXT) w3m dump (www.federalreserve.gov)
        
       | anon291 wrote:
       | More printing? How can they honestly simply announce all money
       | will be there tomorrow. Where is the money coming from? Are they
       | going to charge every other bank some cash portion of the 208
       | billion? Or are they going to create more money and cause
       | inflation
        
         | throwaway-blaze wrote:
         | All of the money is there. There's no money printing. The issue
         | is the money has been invested in longer-term securities and no
         | bank is prepared for 25% of deposits to be wired out in a
         | single day...generally they hold around 1-2% in cash.
        
           | abigail95 wrote:
           | Trading a 1% bond above market value is money printing -
           | where does the money come from? It's obviously inflationary
           | compared to not doing it.
           | 
           | If all the money was there the bank would just give the bonds
           | themselves to depositors.
        
           | anon291 wrote:
           | The money is not there. Just because a bond is valued at $100
           | dollars does not mean that 100 exists in cash somewhere.
           | Bonds and debt create money but they don't create cash. Bank
           | withdrawals are cash (essentially).
           | 
           | Svb failed not because they didn't have money but because
           | they have no cash.
           | 
           | Now the federal reserve, the main issuer of cash, announces
           | that tomorrow, you can take out 209 billion in cash. That is
           | literally money printing.
        
       | greenthrow wrote:
       | Once again billionaires and banks can mismanage their funds,
       | behave recklessly and the government saves them from any
       | consequences. This is completely unacceptable.
       | 
       | If i get myself in financial trouble, the Fed will not print
       | money to give me a free loan until I can dig myself out. I am on
       | my own to figure it out or declare bankruptcy.
       | 
       | But because our government is completely controlled by big money
       | interests, when the billionaires say jump, our government says
       | "Yes sir! How's this?!"
       | 
       | I hope this changes in my lifetime.
        
         | blcknight wrote:
         | As a regular joe declaring chapter 7 bankruptcy is nearly
         | impossible these days anyway. You'll be on the hook for a
         | substantial percentage of your discharged debts under chapter
         | 13. 10 years later they even reopened my parents bankruptcy
         | because they came into a relatively small sum of money from a
         | medical law suit.
        
         | xenadu02 wrote:
         | Not really... the system should protect depositors. Frankly I
         | think there shouldnt be a deposit insurance limit or it should
         | be much higher. Depositing cash in a bank should be safe for
         | everyone.
         | 
         | SVB's executives and shareholders were wiped out. They are the
         | ones with a duty to manage the bank so it is only right they
         | take the hit.
        
       | itsoktocry wrote:
       | So all of the people who banked with SVB and benefited from the
       | excessive risk the bank was taking (perks, higher interest rates
       | on savings) get a freebie , must be nice.
        
         | tough wrote:
         | Too big too fail
        
           | 323 wrote:
           | There is an official name for that - Systemically Important
           | Financial Institution
           | 
           | https://www.investopedia.com/terms/s/systemically-
           | important-...
        
         | sithlord wrote:
         | excessive risk? I mean one could argue that the MBS they bought
         | were slightly risky, but its not like they bought a crap ton of
         | crypto - or bought a bunch of high risk mortgage securities.
         | 
         | They got bit by interest rates, which they should have managed
         | better, and the bank needs to go down, but dont bring down a
         | huge amount of workers with it.
        
         | hypothesis wrote:
         | Yeah, they just pull $25B of out that hat, nevermind talks
         | about debt ceiling and defaulting on US debt.
        
         | philkuz wrote:
         | ... and we avoid contagion of all regional banks.
        
         | gWPVhyxPHqvk wrote:
         | Yeah, it sucks because it's going to show up as inflation.
        
           | dcre wrote:
           | How's that?
        
         | reducesuffering wrote:
         | May they never ever mock us with false free market beliefs
         | again. Crony capitalism.
        
         | di456 wrote:
         | No, this is damage control to stop contagion.
         | 
         | This does nothing for SVB, it's depositors, or shareholders.
         | it's to extend credit with backing of certain assets as
         | collateral to avoid forced sale of said assets and more bank
         | failures.
         | 
         | From the announcement:
         | 
         | > The financing will be made available through the creation of
         | a new Bank Term Funding Program (BTFP), offering loans of up to
         | one year in length to banks, savings associations, credit
         | unions, and other eligible depository institutions pledging
         | U.S. Treasuries, agency debt and mortgage-backed securities,
         | and other qualifying assets as collateral. These assets will be
         | valued at par. The BTFP will be an additional source of
         | liquidity against high-quality securities, eliminating an
         | institution's need to quickly sell those securities in times of
         | stress.
        
           | abigail95 wrote:
           | If treasury bonds are so risky for banks to hold that they
           | need to create a funding program to repo them "at par" - what
           | is the point of the govt allowing banks to hold these bonds
           | in the first place?
        
         | 2OEH8eoCRo0 wrote:
         | Privatize gains, socialize losses.
        
           | xwdv wrote:
           | People cry out for socialism. Then when they see it in action
           | the response is "Oh no, not like that."
        
         | Spooky23 wrote:
         | As long as the bank dies, it's going to stop more drama and
         | cost not so much as it will prevent further panic.
        
         | vaidhy wrote:
         | Are you reading a different news than I am? I am not aware of
         | SVB providing excessive interest rate for anyone. The bank
         | burned because they took a duration risk, but I do not think
         | any depositor got any freebie. Unless you are counting on the
         | unnecessary anxiety of losing almost everything for the last
         | few days.
        
           | wmf wrote:
           | The "freebie" was (supposedly) that SVB would give mortgages
           | to people who no other bank would touch.
        
         | 323 wrote:
         | You consider getting your money back from a bank deposit a
         | freebie?
         | 
         | You expect every person on the street to be an financial
         | auditing expert and to read theirs bank's statements?
        
           | rhcom2 wrote:
           | If you're a company's CFO putting half a billion in a bank I
           | would definitely expect that.
        
             | 323 wrote:
             | You could argue for a 3% haircut "stupid tax" for such a
             | CFO's account. But what would be the downstream
             | implications? Money would move to big banks, making them
             | even bigger.
        
         | adverbly wrote:
         | TBH, looks like they went belly up because of buying too many
         | long term low yield bonds... Sort of the opposite of excessive
         | risk really...
        
           | 542458 wrote:
           | Well... they took on a lot of interest rate risk, rather than
           | credit risk. Then rates rose and they were stuck holding long
           | term fixed rate assets that weren't yielding anywhere what
           | they needed to. They probably didn't see this as risk, since
           | rates had been very stable for the last decade... but the
           | mortgage market also sounded really safe in 2007.
           | 
           | If they actually weren't taking on risk they'd have bought
           | short term bonds to avoid rate risk, but that wouldn't have
           | made them any money.
        
           | di456 wrote:
           | No, it was because they sold the bonds at a loss, triggering
           | a loss of confidence and a bank run.
        
             | ambicapter wrote:
             | They sold the bonds at a loss because they suddenly needed
             | to make a whole bunch of depositors whole. It was a bank
             | run. The loss of confidence came before the loss of
             | liquidity.
        
               | di456 wrote:
               | There was some tail wagging the dog. Depositors wanted to
               | be made whole because the bank had to disclose bond sale,
               | bond purchase, and stock sale activities as a package
               | deal. Each activity individually might have snuck under
               | the radar, but together that spooked the depositors.
               | 
               | Then the CEO says there's not a problem which you only
               | need to say if there is a problem. That didn't help
               | either.
        
       | [deleted]
        
       | sithlord wrote:
       | I may get downvoted, I may not. But, I am really surprised so
       | many of you all are all about putting likely hundreds of
       | thousands of people out of work. It goes so much further than the
       | "billionaires".
        
         | adra wrote:
         | Startups are risky. The money invested should be considered a
         | risk. For all the people who would lose their job from this
         | collapse, it's just as sad as the mass layoffs in the tech
         | sector over the last few months. None of the employees of these
         | companies have lost their personal wealth unless they also
         | banked >250k there. The only big losers are the investors
         | putting money into this already risky sector. It's not a sector
         | that needs government backed bailouts. If you want to support
         | the uber rich in these scenarios, just raise the backed
         | insurance to 100% and let the government backed risk to be
         | absolute. This shell game of "were not covering rich people but
         | will will if anything bad happens" is simply disingenuous.
        
         | reducesuffering wrote:
         | Hundreds of thousands of people out of work are threats to
         | curry favor. VC's and businesses who deposited $175B into SVB
         | have likely taken 5 - 20% losses on that. There are offers for
         | 80% of deposits immediately and bridge loans to pay payroll for
         | the foreseeable future until a couple months down the line when
         | whatever left of the deposits is distributed back.
         | 
         | Do you advocate for immediately cutting Federal Funds interest
         | rate? Because if not, every quarter point increase will cause
         | thousands of people out of work. Every interest rate increase
         | slashes the value of current assets, leading to try to "cut
         | fat" to recoup value, just like what happened here, and because
         | it's a bank, the wealthy see the opportunity to earn back their
         | $10b - $20b loss by threatening the Federal Government.
        
       | brunooo wrote:
       | Curious if anyone knows if SVB would have been eligible on
       | Thursday?
       | 
       | https://www.law.cornell.edu/cfr/text/12/201.108 is the list of
       | supported collateral.
        
       | gWPVhyxPHqvk wrote:
       | So, money machine go brr?
        
       | gsibble wrote:
       | I bet if all the startup investors were Republican this wouldn't
       | have happened.
        
       | nemo44x wrote:
       | The masks came off and never forget it. There were many people
       | dancing on the grave and full of joy that our industry was
       | wounded. That our businesses would fail and we'd be hurt and
       | "taken down a notch".
       | 
       | Remember these people and what they stand for. They aren't our
       | friends. Put them on your lists. Do not forget.
        
       | dvt wrote:
       | Infinite money hack strikes again. The lie here is that this
       | takes care of "households" and "small businesses"--no, this is a
       | bailout ("backstop") that saves the richest of the rich (namely,
       | VCs whose startups parked cash in SVB). Why do you think Gary
       | Tan, Marc Andreesen, etc. went on a press tour yesterday?
       | 
       | This is why gambling on Robinhood and on crypto is so pervasive.
       | Regular folks realize that they have zero chances here, it's
       | absolutely a rigged game. Just like in 2008, this isn't
       | capitalism, it's just socialism for the ultra rich.
        
         | johnfn wrote:
         | Really? I have friends - normal tech employees - who were
         | telling me they were clearly at risk for not getting a
         | paycheck. I think the story is quite a bit more complex than
         | you say.
        
           | anon291 wrote:
           | The united states has almost universal unemployment
           | insurance. If your paycheck doesn't come you'll get a check
           | soon.
        
             | elbigbad wrote:
             | I checked unemployment briefly during all the layoffs and
             | the checks were just a fraction of my regular paycheck.
             | Further, the process is arduous and takes a while before
             | the first check is received. Even further, it's not clear
             | to me that one gets unemployment eligibility while still
             | being employed just because there's difficulty paying one's
             | normal check.
             | 
             | Your comment is very handwavey and lacks enough empathy to
             | border on just cruel.
        
               | anon291 wrote:
               | I mean I was laid off (and this ain't my first rodeo) so
               | know exactly how unemployment works. In California, you
               | get a check that represents a totally normal American
               | wage and your kids will qualify for Medicare and probably
               | you and your spouse will qualify for a reasonable market
               | plan.
               | 
               | In my new state of Oregon, you again get a totally
               | reasonable wage, my kids have better medical insurance I
               | did when I was employed, and my wife and I qualify for
               | extremely subsidized health insurance. Basically my
               | mortgage is paid for and my kids and I are insured. It's
               | time limited but six months is enough time to find
               | another job and the healthcare is not time limited.
               | 
               | Realistically the us has a solid safety net. At least in
               | all the states I've lived in, which are the ones most
               | tech employees are in
        
             | [deleted]
        
             | blcknight wrote:
             | Lol hardly. Even if they qualify for unemployment it's a
             | tiny fraction of a tech workers salary. It caps out in
             | California at $450 a week.
        
             | telotortium wrote:
             | Max unemployment insurance in California is $450/week. You
             | can't even pay your rent on a bad apartment with that money
             | unless you're sharing it with someone else.
        
           | taeric wrote:
           | For the most part, that was almost certainly pure panic.
           | Getting stoked by more and more people that should have known
           | better than to push such a narrative.
        
           | inferiorhuman wrote:
           | https://www.bbc.com/news/business-64934348
        
         | digitaltrees wrote:
         | The fed action is the right call unless you want to go back to
         | the 1800s when bank failures were routine and caused cyclical
         | shocks.
        
         | necubi wrote:
         | The equityholders in SVB will get wiped out. The folks getting
         | made whole are those with (supposedly safe) bank accounts. They
         | were not taking wild risks. They were putting their money in a
         | bank. Just because some asshole VCs have money in that bank as
         | well you think all of the other small businesses and their
         | employees should be thrown to the wolves?
        
         | tcbawo wrote:
         | I can't imagine the richest of the rich were parking any
         | significant chunk of their money as a depositor in SVB. These
         | people have access to far greater diversity of investments than
         | whatever SVB was offering. I can understand the anger and
         | frustration that many people feel -- we don't live in a true
         | meritocracy. But I don't understand the opinion that choosing a
         | particular bank to open a checking account is equivalent to
         | gambling. It seems perfectly rational for depositors to access
         | their funds and wipe out SVB's equity and debt holders. Not
         | doing so would reward those that withdrew early, caused a
         | panic, started a bank run, and potentially tanking the equity
         | offering in the works. It would be very interesting to see the
         | SEC go after some of them for market manipulation and insider
         | trading.
        
         | briandear wrote:
         | It's interesting to look at the politicians SVB employees
         | donated to. Apparently that investment paid off. If this were a
         | Texas bank with the majority of depositors being oil and gas
         | companies, I am sure that the fed wouldn't be as interested in
         | paying beyond the insured $250k.
         | 
         | Who ever heard of an insurance company paying off more than the
         | policy limits?
         | 
         | I'm happy for the depositors to be made whole -- as long as SVB
         | executives go to jail in exchange. But a failure without
         | consequence isn't fair to the rest of the country that get to
         | pay higher bank fees as a result.
        
           | kylecordes wrote:
           | I've seen this same argument made by lots of people on
           | Twitter. But as far as I can tell, in at least the last
           | several decades of bank failures in the US, every depositor
           | has been made whole or close to whole, regardless of
           | geography or industry or political favor. Usually the
           | mechanism has been to arrange the failing bank be bought out,
           | rather than to extend the FDIC limit.
        
         | cm2187 wrote:
         | Or rather the dems bailing out their VC donors.
        
         | gsibble wrote:
         | Exactly. This is really bailing out the rich and their
         | investments. Such bullshit.
        
         | bogomipz wrote:
         | The way I interpreted "households" in the statement was that it
         | was referring to the regular folks who are employed by many VC-
         | backed start ups. Employees at tech companies in the US get
         | paid twice a month(generally the 1st and the 15th.) This
         | backstopping while certainly bailing out VCs yes, also ensures
         | that regular people working for those VC-backed startups will
         | get their paycheck this week.
        
         | [deleted]
        
       | gsibble wrote:
       | Everyone should google "moral hazard"
        
         | wmf wrote:
         | I'll see your moral hazard and raise you a social media
         | contagion.
        
       | senko wrote:
       | To everyone talking about bailout and money printing:
       | 
       | > No losses associated with the resolution of Silicon Valley Bank
       | will be borne by the taxpayer.
       | 
       | (from the other article, currently top of HN, about Signature
       | Bank)
        
         | abigail95 wrote:
         | That's like saying TARP returned a profit.
         | 
         | It's a bailout because the govt is stepping in to ensure the
         | liabilities of a business that's insolvent.
        
         | argella wrote:
         | Whoever said that doesn't view inflation as something borne by
         | taxpayers.
        
           | dcre wrote:
           | Please, do us the favor of drawing the through-line between
           | this action and inflation.
        
         | mmoustafa wrote:
         | Furthermore, the banks will pay for it:
         | 
         | > Any losses to the [FDIC's] Deposit Insurance Fund to support
         | uninsured depositors will be recovered by a special assessment
         | on banks, as required by law.
        
           | kqr2 wrote:
           | But banks will just pass this onto account holders either
           | through lower interest rates or higher banking fees. So
           | taxpayers with bank accounts are going to pay for this
           | indirectly.
        
             | baal80spam wrote:
             | Of course!
        
           | xenadu02 wrote:
           | Yeah but look at the FDIC historical data on "dividends"
           | (FDIC's term for uninsured depositor paybacks). Lots of cases
           | have >90% payback rates... they just take years to do so.
           | 
           | This whole operation is just a short term backstop to prevent
           | a bank panic. By promising 100% with no delay everyone can
           | calm down.
           | 
           | And the cost of 100% immediately vs 96% within 5 years isn't
           | that high.
        
           | cm2187 wrote:
           | That's called a tax.
        
       | choeger wrote:
       | Correct me if I am wrong, but that's actually a smart move,
       | because the securities cover these liabilities, no?
       | 
       | AFAIK, SVB has securities that are currently rated below their
       | nominal value by the market. But these securities _will_ reach
       | their nominal value just before they expire, right? Essentially
       | the fed is just offering a loan on these securities and values
       | them at their nominal value because the fed doesn 't care about
       | market prices?
        
         | wmf wrote:
         | Sort of. This emergency liquidity program is only for one year
         | but SVB has some 10-year stuff on the books. There could be
         | losses, especially if rates continue to increase.
        
           | abigail95 wrote:
           | Do you know what the point of raising interest rates and
           | backstopping bonds at the same time is?
           | 
           | If there's a price floor for older bonds - how does that
           | affect the rates of newer ones? Or is this irrelevant?
        
       | lottin wrote:
       | Who's paying the bill? Are they benefiting depositors at the
       | expense of other creditors? Not clear from this press release.
        
         | AH4oFVbPT4f8 wrote:
         | It will be a special assessment on all banks as required by
         | law. So all the other banks who didnt take these risks get to
         | cover the difference that SVB cant cover. Unbelievable.
        
           | throwaway-blaze wrote:
           | That's how all FDIC insurance works. The banks pay, not the
           | taxpayers. Don't be confused by the word "Federal" in the
           | name, it's federally-administered and required by law, not
           | paid for by the feds.
        
             | AH4oFVbPT4f8 wrote:
             | That is not how I'm reading this. FDIC insurance covers the
             | first 250k from an insurance pool all banks pay into. What
             | I'm reading is that there will be an additional fee will be
             | paid by other banks to make SVB depositors whole. If I'm
             | mistaken, please tell me.
             | 
             | "Any losses to the Deposit Insurance Fund to support
             | uninsured depositors will be recovered by a special
             | assessment on banks, as required by law."
        
           | tekno45 wrote:
           | you know thats how ALL insurance works right?
        
             | AH4oFVbPT4f8 wrote:
             | "Any losses to the Deposit Insurance Fund to support
             | uninsured depositors will be recovered by a special
             | assessment on banks, as required by law."
             | 
             | Shouldn't the insurance cover what was insured? Why is it
             | covering more than that?
        
         | Rury wrote:
         | Yes, someone has to buy those assets for it to happen. Those
         | creditors though are buying contracts which pay interest over
         | time, so a risky investment. The price they buy them at and
         | whether they yield to maturity, determines who is more or less
         | footing the bill.
        
       | [deleted]
        
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       (page generated 2023-03-12 23:02 UTC)