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What we learned from the FDIC today

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Smaller banks have a profitability issue that won't go away quickly. Lower bond yields will help the valuations of securities on bank balance sheets. Pressure on DIF from failures and increase in insured deposits. An insurance limit increase to $350,000 would make it equivalent to the $250,000 limit in 2008 in real terms.

Ned Davis Research | Fixed Income | Focus | Bi-Weekly

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