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The staff reported on potential risks to financial stability, including the stability of banking firms, nonbank financial intermediaries, and asset markets. Most market-based measures of the health of the banking sector--such as banks' stock prices, credit default swap spreads, and equity correlations--pointed to an improvement in the stability of the banking sector, in part because of rising levels of liquidity and capital as well as diminished concerns about downside risks. However, a number of indicators pointed to a modest increase in risk-taking and leverage that was largely being intermediated through the shadow banking system. Signs of upward pressures on the valuations of some risky assets were also noted. Overall, the risks to financial stability were viewed as roughly unchanged since March. |
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