Outlook for Banks

Apollo Chief Economist

Our updated banking sector chart book is available here, key charts below.

Outlook for US regional banks
US banks hold half of CRE debt outstanding
Source: S&P Capital IQ, Apollo Chief Economist
Small banks account for almost 70% of all commercial real estate loans outstanding
Source: Federal Reserve Board, Haver Analytics, Apollo Chief Economist
Banks with total assets between $100 million and $10 billion are more exposed to CRE loans
Source: FDIC, Apollo Chief Economist
Non-owner-occupied CRE past-due and noncurrent loans
Source: FDIC, Apollo Chief Economist. (PDNA stands for Past Due and Non-Accrual rate defined as loans that are past due and are in non-accrual status.)
Important differences between regional banks and money center banks
Source: FRB, Haver Analytics, Apollo Chief Economist

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