Wednesday, March 14, 2012

More Stress Test Assumptions

Another important assumption made as part of the stress test:

Some of the AFS/HTM securities are assumed not to be at risk for the kind of credit impairment that results in OTTI charges, including U.S. Treasury and U.S. government agency obligations and U.S. government agency mortgagebacked securities (MBS)
WFC, for example has ~$200B of Treasury, Municipal and Agency obligations.  If you assume a 10% loss on these, WFC, often considered to be the strongest large bank in the US, would not have passed the stress test.

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