Lecture Extender Examples 549
less diligent in verifying the risk of the mortgages in the security going bad. The sellers of the securities
likewise believed that securitization combined with CDSs spread out the risk so that no single security
would lose much value because it was unlikely that all of the mortgagees would default. The same
situation existed with the sellers of CDSs.
Because risk seemed to be contained, mortgage originators began applying looser standards for
borrowers. The more loans that they originated, the higher were profits. Because they did
not keep
covered by CDSs. The riskiness of subprime mortgages increased. Predictably, many more of these
Reserves and the Financial Crisis
As the financial crisis began in 2008, there was a fear that the banking system might suffer a repeat of 1929,
when thousands of banks failed. The Fed decided to begin supplying liquidity to the banking system on a
massive scale to prevent the systemic failure of banks and the financial system. In November 2007, the
level of reserves
borrowed reserves had risen to more than $675 billion. Total reserves had risen from about $41 billion in
November 2007 to about $415 billion in November 2008. Excess reserves increased from $1,696
billion in November 2007 to $364 billion in November 2008. During the same period, M1 increased from
$1,366 billion to $1,473 billion.
If the Fed had not been willing to lend reserves to the banking system, what would the level of bank reserves
have been in November 2008? What would the consequences have been for banks? (Hint: Total reserves