2008-06-05 C&I Loans Outstanding 5yrs back
2008-06-05 Commercial Paper Outstanding SA 5yrs back
Seems banks have taken up much of the slack from the commercial paper markets, but at wider spreads.
Bodes well for bank earnings while it lasts, as the real economy manages to chug along, led by exports.
Bodes well for banks if they have enough capital to support it due to credit losses from legacy portfolios.
most of the banks seem to be ok, and with higher rates of returns due to wider spreads they can offer their investers higher rates of returns as well