疫情之前，投资者曾担心持续的低通胀和低利率可能会压缩银行的利润空间。但矛盾的是，当疫情后经济重启导致通胀和央行利率飙升时，投资者依然对银行盈利能力表示担忧。2023年初硅谷银行及其他美国贷款机构的倒闭事件，似乎印证了这种担忧。

Banking systems are largely insulated from inflation, but vulnerabilities at some banks could lead to tradeoffs between containing inflation and protecting financial stability ...

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Los sistemas bancarios están en buena medida a salvo de la inflación, pero las vulnerabilidades de algunos bancos podrían dar lugar a disyuntivas entre la contención de la inflación y la protección de ...

Given the recent surge in inflation and the resulting sharp monetary tightening, this note asks whether bank profits are exposed to inflation. While most banks tend to match income and expense ...