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Assets ($ Mill) Liabilities & Equity Variable rate loans (rate reset in 6 months

ID: 2700221 • Letter: A

Question

Assets ($ Mill)

Liabilities & Equity

Variable rate loans

(rate reset in 6 months)

$   800

Long Term Liabilities

Equity

$    600

$     300

$   1,200



Use above given information to answer the following question:


What will happen to NII if the average return on RSAs is 7.5% and the average cost of RSLs is 6% and interest rate is expected to increase by 1%?


increase by $3 million

decrease by $3 million

increase by $2.5 million

None of the above.


Assets ($ Mill)


Liabilities & Equity

Investments under 1 year $   450 Deposits < 1 year $   2,000 Loans < 1 year $   750 Short Term Liabilities $     300

Variable rate loans


(rate reset in 6 months)



$   800


Long Term Liabilities


Equity


$    600


$     300

Fixed Rate Assets > 1 year maturity


$   1,200

Total $3,200 TL + TE $3,200

Explanation / Answer

Current expected interest income: $450m*7.5% + $750m*7.5% + 800*7.5% +1200*7.5% = 240m.


Expected interest expense:$2000*6% + 300*6% + 600*6% =174m


Expected net interest income: 240M-174M =$66M.


Now if interest rates rise by 1 percent


After the 100 basis point interest rate increase, net interest income becomes:

=(450*0.085 + 750*0.085 + 800*0.085+1200*0.085)-(2000*0.07 + 300*0.07 + 600*0.07) = $69M


So NII increases by 69-66 = 3M