Causation

Implicit Taxpayer-Funded Subsidy for Systemically Important Banks

The widespread market perception that governments will bail out failing banks undermines a key market discipline mechanism. Normally, riskier banks would face higher funding costs, which would discourage excessive risk-taking. However, due to bailout expectations, lenders do not demand a sufficient risk premium. This effectively lowers the borrowing costs for these banks, creating an implicit, taxpayer-funded subsidy that encourages them to take on even greater risks.

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Updated 2025-09-19

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