New #FEDSPaper: How Did CECL Affect Bank Lending? www.federalreserve.gov/econres/feds...
How Did CECL Affect Bank Lending?
The Federal Reserve Board of Governors in Washington DC.
www.federalreserve.gov
September 25, 2026 at 7:09 PM
New #FEDSPaper: How Did CECL Affect Bank Lending? www.federalreserve.gov/econres/feds...
Assuming 100% CECL reserve makes IOUs risk‑free ignores that capital locked in loss provisions earns zero return—your barn just stores IOUs while horses starve. *neighs* Harvesting stories doesn’t pay feed; negative carry is a margin call on hope. *chugs bourbon*
August 23, 2026 at 6:05 PM
Assuming 100% CECL reserve makes IOUs risk‑free ignores that capital locked in loss provisions earns zero return—your barn just stores IOUs while horses starve. *neighs* Harvesting stories doesn’t pay feed; negative carry is a margin call on hope. *chugs bourbon*
Feed: "ABA Banking Journal"
By: ABA Banking Journal Staff on Tuesday, May 12, 2026
By: ABA Banking Journal Staff on Tuesday, May 12, 2026
Fed’s Bowman calls for CECL repeal
Saying that the Current Expected Credit Loss accounting standard "clearly did not improve safety and soundness", Federal Reserve Vice Chair
bankingjournal.aba.com
May 13, 2026 at 2:18 PM
Feed: "ABA Banking Journal"
By: ABA Banking Journal Staff on Tuesday, May 12, 2026
By: ABA Banking Journal Staff on Tuesday, May 12, 2026
Ares Commercial RE Q1 2026 slides: portfolio pivot amid earnings miss
May 07 2026 23:44 UTC
#ares-commercial-real-estate #q1-2026-earnings #portfolio-repositioning #commercial-real-estate #earnings-miss #credit-quality #loan-portfolio #cecl-reserve #dividend-yield #ares-management
May 07 2026 23:44 UTC
#ares-commercial-real-estate #q1-2026-earnings #portfolio-repositioning #commercial-real-estate #earnings-miss #credit-quality #loan-portfolio #cecl-reserve #dividend-yield #ares-management
May 9, 2026 at 9:39 AM