Chapter 14 Foundations of Depository Institution Regulation PowerPoint Presentation by Charlie Cook Copyright © 2004 South-Western. All rights reserved. Fundamental Issues 1. In what ways did laws adopted in the 1930s exert long-term effects on the U.S. banking industry? 2. How did deposit interest rate ceilings ultimately help to spur depository institution deregulation in the 1980s? 3. Why does the provision of federal deposit insurance help to justify federal regulation of depository institutions? 4. How has the federal government sought to reduce the FDIC’s exposure to losses? Copyright © 2004 South-Western. All rights reserved. 14–2 Fundamental Issues (cont’d) 5. How did the Financial Services Modernization Act of 1999 alter the structure of U.S.bank regulation and supervision? 6. Do national bank regulators coordinate their policies? Copyright © 2004 South-Western. All rights reserved. 14–3 Traditional Rationales for Government Regulation of Depository Financial Institutions • Maintaining depository institution liquidity. • Assuring bank solvency by limiting failures. • Promoting an efficient financial system. • Protecting consumers. Copyright © 2004 South-Western. All rights reserved. 14–4 Federal Regulation: 1933–1970 • The McFadden Act of 1927 Restricted nationally chartered banks to branching only according to state laws. • The Banking Act of 1933 (Glass-Steagall Act): Created the Federal Deposit Insurance Corporation (FDIC), a guaranteed deposit insurance system for commercial banks and savings institutions. Separated commercial and investment banking. Placed interest rate ceilings on checking deposits of commercial banks. Copyright © 2004 South-Western. All rights reserved. 14–5 Glass-Steagall Branching Restrictions • Interstate branching: The operation of banking offices in more than one state was made illegal. • Intrastate branching: The operation of banking offices anywhere within a state was left to the discretion of the states. Copyright © 2004 South-Western. All rights reserved. 14–6 Partial Deregulation:1971–1989 • Disintermediation: A situation in which customers of depository institutions withdraw funds from their deposit accounts and use these funds to purchase financial instruments directly. • Depository Institutions Deregulation and Monetary Control Act (DIDMCA): Set up a six-year phaseout of interest rate ceilings. Permitted negotiable-order-of-withdrawal (NOW) accounts (interest-bearing checking deposits). Increased FDIC coverage to $100,000 per account. Copyright © 2004 South-Western. All rights reserved. 14–7 Partial Deregulation:1971–1989 • The Garn–St. Germain Act of 1982: Authorized money market deposit accounts. Increase the DIDMCA limit on consumer loans and commercial paper. Authorized savings institutions to make commercial real estate loans. Gave these institutions the power to purchase “unsecured loans,” including low-rated, “junk” bonds. Gave the FDIC power to permit troubled financial institutions to merge with healthier partners. Copyright © 2004 South-Western. All rights reserved. 14–8 Deposit Insurance Complications • The moral-hazard problem of deposit insurance: The existence of federal deposit insurance can lead depository institution managers to make riskier choices than they might otherwise. • Too-big-to-fail policy: A regulatory policy that protects the largest depository institutions from failure solely because regulators believe that such failure could undermine the public’s confidence in the financial system. Copyright © 2004 South-Western. All rights reserved. 14–9 Reregulation in the Late 1980s and Early 1990s • Financial Institutions Reform, Recovery, and Enforcement Act (FIRREA) 1989: Created the Office of Thrift Supervision (OTS) and the Federal Housing Finance Board. Bank Insurance Fund (BIF): FDIC fund covering insured deposits of commercial banks. Savings Association Insurance Fund (SAIF): FDIC fund covering insured deposits of savings institutions. Copyright © 2004 South-Western. All rights reserved. 14–10 The FDIC Improvement Act Of 1991 • Structured early intervention and resolution (SEIR): A regulatory system that authorizes the FDIC to intervene quickly in the management of a depository institution that currently threatens to cause losses for the federal deposit insurance funds. Copyright © 2004 South-Western. All rights reserved. 14–11 The FDIC Improvement Act Of 1991 • Deposit insurance premium: The price that depository institutions pay to the FDIC’s insurance fund in exchange for a guarantee of federal insurance of covered deposits that they issue. • Risk-based deposit insurance premiums: Premiums that depository institutions pay the FDIC based on the varying degrees to which they are capitalized and on the differing risk factors that they exhibit. Copyright © 2004 South-Western. All rights reserved. 14–12 Capital Requirements • Capital requirements: Minimum equity capital standards that regulators impose upon depository institutions. • Risk-based capital requirements: Regulatory capital standards that account for risk factors that distinguish different depository institutions. • Risk-adjusted assets: A weighted average of bank assets that regulators compute to account for risk differences across types of assets. Copyright © 2004 South-Western. All rights reserved. 14–13 Basel Capital Standards • Core capital: Defined by current capital requirements as shareholders’ equity plus retained earnings. • Total capital: Under currently imposed bank capital requirements, the sum of core capital and supplementary capital. • Supplementary capital: Under standards currently used to calculate required capital, a measure that includes certain preferred stock and most subordinated debt. Copyright © 2004 South-Western. All rights reserved. 14–14 The Effects of Capital Requirements • A number of banks failed to meet the three ratio requirements. • Reduced issuance of loans in response to higher capital standards. Copyright © 2004 South-Western. All rights reserved. 14–15 Predicted Loan Rate Effects of the Imposition of Capital Requirements Figure 14–1a Copyright © 2004 South-Western. All rights reserved. 14–16 Actual Loan Rate Effects of the Imposition of Capital Requirements Figure 14–1b Copyright © 2004 South-Western. All rights reserved. 14–17 Equity as a Percentage of Bank Assets in the United States, 1840–Present SOURCE: SOURCES: Allen N.Berger, Richard J.Herring, and Giorgio P.Szego, “The Role of Capital in Financial Institutions,” Journal of Banking and Finance 19 (June 1995); and Federal Deposit Insurance Corporation. Copyright © 2004 South-Western. All rights reserved. Figure 14–2 14–18 The Financial Services Modernization Act of 1999 (Gramm-Leach-Bliley Act) • Act removes Glass-Steagall restrictions and permits: Securities firms and insurance companies to own commercial banks. Banks to underwrite insurance and securities, including shares of stock. Copyright © 2004 South-Western. All rights reserved. 14–19 The Ten Largest U.S.Banking Institutions These were the ten top banking companies as of 2002. Citigroup, Inc. J.P.Morgan Chase Bank of America Wachovia Wells Fargo & Co. Bank One Metlife,Inc. Taunus Washington Mutual FleetBoston Assets ($ Billions) $1,051 694 622 330 308 269 257 227 208 204 Table 14–1 Copyright © 2004 South-Western. All rights reserved. 14–20 International Linkages and Bank Regulation • Regulatory arbitrage: The act of trying to avoid regulations imposed by banking authorities in one’s home country by moving offices and funds to countries with less constraining regulations. Copyright © 2004 South-Western. All rights reserved. 14–21 FDIC’s Most Costly Failure Resolutions since 1980 Depository Institution Assets ($ Billions) Failure Date Resolution Cost ($ Billions) $33.5 15.7 33.6 4.8 July 1988 February 1989 May 1984 July 1989 $3.9 2.8 1.1 1.1 4.8 April 1988 21.8 January 1991 8.7 May 1988 3.4 March 1982 1.1 September 1999 1.1 0.9 0.8 0.8 0.8 First Republic Bank (Dallas) MCorp (Dallas) Continental Illinois (Chicago) Texas American (Fort Worth) First City Bancorp (Houston) Bank of New England (Boston) Goldome FSB (Buffalo) New York Bank for Savings (NYC) 1st National Bank of Keystone (WV) Crossland Savings Bank (Brooklyn) Superior Bank (Illinois) 7.3 2.3 January 1992 July 2001 0.7 0.6 Table 14–2 Copyright © 2004 South-Western. All rights reserved. 14–22 FDIC Risk-Based Deposit Insurance Premiums, 1993 versus Today (a) January 1,1993 Risk Classification Well Capitalized Adequately Capitalized Undercapitalized A 0.23 0.26 0.29 B 0.26 0.29 0.30 C 0.29 0.30 0.31 (b) Today Risk Classification Well Capitalized Adequately Capitalized Undercapitalized A 0.00 0.03 0.10 B 0.00 0.10 0.24 C 0.00 0.24 0.27 Note: All premiums are percentages of insured deposits. SOURCE: Federal Deposit Insurance Corporation Copyright © 2004 South-Western. All rights reserved. Table 14–3 14–23