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12/6/2024

Financial Stability Oversight Council Releases 2024 Annual Report | U.S. Department of the Treasury

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Financial Stability Oversight Council Releases 2024 Annual
Report
December 6, 2024

WASHINGTON – The Financial Stability Oversight Council (Council) today unanimously
approved its 2024 annual report. The annual report reviews developments in financial markets,
identifies vulnerabilities and emerging threats to U.S. financial stability, and makes
recommendations to mitigate those vulnerabilities and threats. The report also details the
activities of the Council and summarizes significant regulatory developments. The report was
developed collaboratively by Council members and their agencies and sta s. Overall, the
Council finds that the U.S. financial system remains resilient, though vulnerabilities warrant
ongoing vigilance.
“The prosperity of the U.S. economy and the American people depend on the stability of the
U.S. financial system,” Secretary of the Treasury Janet L. Yellen said. “This year, the financial
system has continued to support a strong economy, marked by declining inflation, solid
economic growth, and a healthy labor market. But we must remain focused on ensuring the
financial system remains resilient and addressing emerging vulnerabilities. The annual report
demonstrates the Councilʼs commitment to monitoring and responding to current and
emerging risks to enhance market resilience, e iciency, and stability.”
The Councilʼs recommendations in the annual report include the following:

Cybersecurity: Cyber incidents have become increasingly frequent over the past two
decades, posing risks to financial stability. Significant incidents at major financial
institutions have the potential to disrupt critical operations and services more broadly.
Financial institutions and systems are highly interconnected, so it is important for all
financial sector participants to stay updated on cybersecurity developments within the
financial sector and work to reduce cybersecurity risk. The Council supports ongoing
partnerships between state and federal agencies and private firms and recommends
continued information sharing related to cyber risk and additional work to assess and
mitigate cyber-related financial stability risks. The Council also supports the G7 Cyber
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Expert Groupʼs international e orts to help financial institutions better understand
cybersecurity risks and improve the resilience of the financial system to cyber incidents
through preparedness, a consensus understanding of the threat landscape, and a shared
approach to mitigating risk.

Depository Institutions: Depository institutions play a central role in the U.S. economy and
the global financial system by providing credit to retail and commercial borrowers, helping
firms raise capital or hedge risk, providing asset management and custody services, and
facilitating payments. Overall, the U.S. banking system remains resilient, supported by
sound levels of regulatory capital, adequate liquidity bu ers, and healthy levels of
profitability. However, some potential vulnerabilities warrant continued monitoring,
including the weakening credit conditions in commercial real estate (CRE) and the strong
reliance of some banks on non-deposit funding and uninsured deposit funding. The
Council recommends that banks continue to ensure they have sound risk management
practices, including contingency planning for funding and liquidity events. The Council also
encourages e orts to complete the Basel III reforms to further enhance the resilience of
the banking system.

Third-Party Service Providers: Financial institutions are increasingly using third parties to
provide a range of products and services. While third-party service providers can o er
benefits, they may also introduce or amplify risks, in part by limiting a financial
institutionʼs access to, control over, and oversight of its data or systems. Additionally, the
authority to supervise third-party service providers varies among financial regulators. To
enhance information security within third-party service providers and address other
critical regulatory challenges, the Council recommends that Congress pass legislation
ensuring the Federal Housing Finance Agency, National Credit Union Administration, and
other relevant agencies have adequate examination and enforcement powers to oversee
third-party service providers that interact with their regulated entities. The Council also
recommends that federal banking regulators continue to coordinate third-party service
provider examinations, work collaboratively with states, and identify additional ways to
support information sharing among state and federal regulators.

Commercial Real Estate: Signs of CRE credit risk have been evident in 2024. Increasing
vacancies, slower rent growth, and higher borrowing costs were particularly notable in the
o ice sector and to a lesser degree in the multifamily sector. These pressures on
borrowers have led to increasing delinquencies, loan losses, and provision expenses for
banks. The Council recommends regulators continue to focus on the financial industryʼs
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ability to withstand CRE stress from declines in property prices and loan quality. CRE
exposure among bank and nonbank industry participants can also be interconnected.
Therefore, the Council recommends that member agencies ensure financial institutions
continue to monitor these correlated risks in their risk management and contingency
planning.

Digital Assets: The Council continues to monitor risks related to crypto assets. Though the
market value of the crypto-asset ecosystem remains small compared with traditional
financial markets, it has continued to grow. Absent appropriate risk management
standards, stablecoins represent a potential risk to financial stability because of their
vulnerability to runs. The Council reiterates its prior recommendation that Congress pass
legislation to create a comprehensive federal prudential framework for stablecoin issuers.
The Council also recommends that Congress pass legislation providing federal financial
regulators with explicit rulemaking authority over the spot market for crypto assets that
are not securities.

Investment Funds: The Council and its member agencies have made progress addressing
financial vulnerabilities stemming from investment funds, including the SECʼs reforms to
make money market funds more resilient, liquid, and transparent. Nevertheless, open-end
funds with significant liquidity mismatches may face challenges meeting large redemption
requests during times of market stress, potentially disrupting market functioning.
Collective investment funds (CIFs) and other short-term investment vehicles share similar
features that can contribute to financial stability risk. The Council supports the SECʼs
continued engagement on open-end funds, including the SECʼs adoption of amendments
to require more frequent and timely reporting of fundsʼ portfolio information. The Council
and state and federal regulators should consider what steps are needed to address
financial stability risks from open-end funds and CIFs. Lastly, the Council has continued
working to support better data collection and monitoring to identify risks from highly
leveraged hedge funds and the growth in private credit.

The full report can be viewed here

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Secretary Yellenʼs remarks on the report during the open session can be viewed here.
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