Total Banking Asset as Percentage of GDP Negative interest rates have a big impact on the profitability of banks and screw up the economy. Image: BofA Merrill Lynch Global Research

Why the US Banking System Is Divided in Two Groups? The delinquency rate on credit-card loans at all commercial banks is very low, whereas the delinquency rate on credit-card loans is high only at commercial banks other than the 100 largest banks. The US banking system is divided in two groups: small banks accept high…

Chicago Fed National Financial Conditions Index and Recessions This indicator provides an update on U.S. financial conditions in money markets, debt, equity markets and the traditional & “shadow” banking systems. If financial conditions tighten sharply, this suggests a coming slowdown or recession.

A Weaker U.S. Dollar in 2020? This chart suggests that the U.S. dollar could decline this year, as long as the Fed keeps pumping money into the banking system. Image: Fidelity Investments

U.S. Credit Card Charge-Off Rates Since 2007 This chart shows that small banks accept high credit risks, while large banks reject high credit risks. You may also like “Why the US Banking System Is Divided in Two Groups?“