Treasury’s Monthly Bank Lending Survey: April 2009

June 16, 2009 by · Leave a Comment 

On June 15, 2009, the U.S. Treasury released results from its April bank lending survey. Participants in the survey represent the top 21 recipients of TARP funds through the Capital Purchase Program (CPP).  For the exception of CIT Group, Comerica and Marshall & Ilsley, all of these bank holding companies underwent the stress test:

American Express JP Morgan Chase
Bank of America KeyCorp
Bank of New York Mellon Marshall & Ilsley
BB&T Morgan Stanley
Capital One Financial Northern Trust
CIT Group PNC Financial Services
Citigroup Regions Financial
Comerica State Street
Fifth Third Bancorp SunTrust Banks
Goldman Sachs Group US Bancorp
Wells Fargo

The survey of these 21 banks found a slight decline in outstanding loan balances for first lien mortgages, home equity lines of credit, credit card loans, and other consumer loans. Within the context of our declining global economy, consumers are now focused on reducing debt which is driving down the outstanding loan balances held by these major banks. Consistent with this, usage of credit cards and home equity lines of credit were flat in April. Of the 21 banks surveyed, there was also a modest decline in new loan applications.

As for businesses, the demand for commercial and industrial (C&I) loans was well below normal levels. As companies continue to downsize and cut costs, so does the demand for such loans. Banks project that the lower demand for C&I loans will persist through the second quarter of 2009.

Within commercial real estate (CRE), the April survey results indicated continuing poor market conditions and general caution by businesses. Loan balances were flat and the surveyed banks reported that the demand for commercial real estate loans remained well below normal levels.

Once the U.S. Treasury releases the May survey next month, the results will be posted.

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