[3] Investors are trying to draw conclusions on vulnerabilities by looking for similarities between banks and their business models. Recently, market participants have paid close attention to the unrealised losses that banks have on their books, to the level of uninsured bank deposits, or to banks’ exposure to commercial real estate markets.
I’ll mention four areas that have seen improvement in recent years of the statistical basis for analysis of the correlations between the financial and real sides of the economy. Since the turn of the year, Danmarks Nationalbank and Statistics Denmark have published coherent quarterly national accounts for the financial and non-financial sectors.