We develop a conceptual framework and an empirical methodology to analyze the effect of
rising interest rates on the value of US bank assets and bank stability. We mark-to-market …

After the run on Silicon Valley Bank (SVB), US regional banks entered a period of significant
distress. We quantify social media's role in this distress using comprehensive Twitter data …

We study the impact of digital banking on the value of the deposit franchise and the stability
of the banking sector. Using the classification of digital banking in Koont (2023), we find that …

This paper analyzes the contagion effects associated with the failure of Silicon Valley Bank
(SVB) and identifies bank-specific vulnerabilities contributing to the subsequent declines in …

The deposit business differs at large versus small banks. We provide a parsimonious model
and extensive empirical evidence supporting the idea that much of the variation in deposit …

We study the impact of digital banking on the value of the deposit franchise and the stability
of the banking sector. Using the classification of digital banking in Koont (2023), we find that …

We study the transmission of monetary policy through bank securities portfolios using
granular supervisory data on US bank securities, hedging positions, and corporate credit …

We examine the role of uninsured depositors in the 2023 Regional Banking Crisis by
emphasizing that they are valuable clients who demand loans. Banks with more uninsured …

How does the digital revolution affect bank competition and financial stability? I use hand-
collected data and a novel identification strategy to show that after adopting digital platforms …

We examine how investors' perception of bank balance sheet risk evolved before and during
the March-April 2023 bank run. To do so, we estimate the covariance (“beta”) of bank excess …