INTEREST RATE HIKE AND THE INSTABILITY IN THE U.S. BANKING INDUSTRY

This paper investigates the effect of interest rate changes on the U.S. banks’ performance captured by unrealized losses, investment securities allocation, and deposit withdrawal. We show that a sudden surge in interest rates could lead to massive losses, potentially erasing the market value of a b...

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Main Authors: Lai Vo, Huong Le
Format: Article
Language:English
Published: Tuwhera Open Access Publisher 2024-12-01
Series:Applied Finance Letters
Online Access:https://ojs.aut.ac.nz/applied-finance-letters/article/view/744
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author Lai Vo
Huong Le
author_facet Lai Vo
Huong Le
author_sort Lai Vo
collection DOAJ
description This paper investigates the effect of interest rate changes on the U.S. banks’ performance captured by unrealized losses, investment securities allocation, and deposit withdrawal. We show that a sudden surge in interest rates could lead to massive losses, potentially erasing the market value of a bank's equity capital. We further show that the U.S. banks have switched more available-for-sale securities to held-to-maturity securities to reduce the realized losses. Moreover, such an increase in interest rates could prompt depositors, particularly those with uninsured deposits, to withdraw their funds. These factors pose significant risks to banks, as evidenced by some recent abrupt failures in the U.S. banking sector.
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id doaj-art-dd47f2d68e2c44ddad983c7f8d279f7a
institution Kabale University
issn 2253-5799
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language English
publishDate 2024-12-01
publisher Tuwhera Open Access Publisher
record_format Article
series Applied Finance Letters
spelling doaj-art-dd47f2d68e2c44ddad983c7f8d279f7a2024-12-13T06:55:34ZengTuwhera Open Access PublisherApplied Finance Letters2253-57992253-58022024-12-011310.24135/afl.v13i.744INTEREST RATE HIKE AND THE INSTABILITY IN THE U.S. BANKING INDUSTRYLai Vo0Huong LeWestern Connecticut State University This paper investigates the effect of interest rate changes on the U.S. banks’ performance captured by unrealized losses, investment securities allocation, and deposit withdrawal. We show that a sudden surge in interest rates could lead to massive losses, potentially erasing the market value of a bank's equity capital. We further show that the U.S. banks have switched more available-for-sale securities to held-to-maturity securities to reduce the realized losses. Moreover, such an increase in interest rates could prompt depositors, particularly those with uninsured deposits, to withdraw their funds. These factors pose significant risks to banks, as evidenced by some recent abrupt failures in the U.S. banking sector. https://ojs.aut.ac.nz/applied-finance-letters/article/view/744
spellingShingle Lai Vo
Huong Le
INTEREST RATE HIKE AND THE INSTABILITY IN THE U.S. BANKING INDUSTRY
Applied Finance Letters
title INTEREST RATE HIKE AND THE INSTABILITY IN THE U.S. BANKING INDUSTRY
title_full INTEREST RATE HIKE AND THE INSTABILITY IN THE U.S. BANKING INDUSTRY
title_fullStr INTEREST RATE HIKE AND THE INSTABILITY IN THE U.S. BANKING INDUSTRY
title_full_unstemmed INTEREST RATE HIKE AND THE INSTABILITY IN THE U.S. BANKING INDUSTRY
title_short INTEREST RATE HIKE AND THE INSTABILITY IN THE U.S. BANKING INDUSTRY
title_sort interest rate hike and the instability in the u s banking industry
url https://ojs.aut.ac.nz/applied-finance-letters/article/view/744
work_keys_str_mv AT laivo interestratehikeandtheinstabilityintheusbankingindustry
AT huongle interestratehikeandtheinstabilityintheusbankingindustry