Discussion Paper

Credit Portfolio Convergence in U.S. Banks since the COVID-19 Shock


Abstract: The COVID-19 pandemic has materially affected U.S. consumer behavior and business operations in many important aspects. This note focuses on the changes in banks’ balance sheets and demonstrates how we could apply a novel measure of portfolio similarity to balance sheet data and assess the drivers of similarity change along the path of the pandemic.

https://doi.org/10.17016/2380-7172.2995

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Bibliographic Information

Provider: Board of Governors of the Federal Reserve System (U.S.)

Part of Series: FEDS Notes

Publication Date: 2021-11-26

Number: 2021-11-26-1