Auch eine interessante Sichtweise auf die Risiken im Bankensektor:
Zitat:US bank trouble heralds end of dollar reserve system
Bank crisis not a credit quality problem but stems instead from now-impossible task of financing America’s ever-expanding foreign debt
NEW YORK – The US banking system is broken. That doesn’t portend more high-profile failures like Credit Suisse. The central banks will keep moribund institutions on life support.
But the era of dollar-based reserves and floating exchange rates that began on August 15, 1971, when the US severed the link between the dollar and gold, is coming to an end. The pain will be transferred from the banks to the real economy, which will starve for credit.
And the geopolitical consequences will be enormous. The seize-up of dollar credit will accelerate the shift to a multipolar reserve system, with advantage to China’s RMB as a competitor to the dollar.
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The greatest danger to dollar hegemony and the strategic power that it imparts to Washington is not China’s ambition to expand the international role of the RMB. The danger comes from the exhaustion of the financial mechanism that made it possible for the US to run up a negative $18 trillion net foreign asset position during the past 30 years.
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The crisis stems from the now-impossible task of financing America’s ever-expanding foreign debt.
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https://asiatimes.com/2023/03/us-bank-tr...ve-system/