US big banks face growing spillover risks from non-banks

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US big banks face growing spillover risks from non-banks
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NEW YORK, June 20 - Non-bank financial institutions pose an increasing risk to America's big banks, the Federal Reserve said on Thursday in a post on the Fed's Liberty Street Economics blog.

Unlike large banks, non-banks operate under less restrictive regulatory regimes and monitoring standards. The growing bank and non-bank interconnectedness means that risks that used to lie solely with banks are now being repackaged between banks and non-banks. Commercial real estate is a place where this interplay could become increasingly, and potentially painfully, apparent, analysts say. One fifth, or $929 billion, of the $4.7 trillion of outstanding commercial mortgages will come due in 2024, according to the Mortgage Bankers

Unlike residential mortgages, the Fed said CRE loans typically have shorter maturities as well as bigger balloon payments.

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