You're seeing the phone Quick view. Open this dashboard on a tablet or desktop for the full picture: the line item explorer, the complete assets & liabilities table, and money supply trends.
Pick any line from the Fed's weekly release, choose whose numbers to feature, and compare all three bank groups on the chart below.
Every balance sheet line for the selected group in one table. Seasonally adjusted is the dashboard default; Not adjusted shows the raw series most street decks print. The two agree on levels but tell different growth stories wherever seasonal swings live.
How each change is measured 1 wk: prior weekly observation · MoM: week closest to 28 days back · QoQ: 91 days back · YTD: vs the final week of last year · YoY: 52 weeks back · Gap: community minus top 25, in points · the Annualized basis compounds each change to a yearly rate over the actual days elapsed
M2 is the pool community bank deposits are drawn from. When deposit growth runs below M2, the cohort is losing share of the nation's money to money funds, large banks, and nonbanks.
Year-over-year growth of the M2 money stock against community bank deposits. When the navy deposit line runs below the gray M2 line, the cohort is growing slower than the money supply itself: losing share to money funds, large banks, and nonbanks. R² is the share of variation in deposit growth that moves together with M2 growth over the window shown, from monthly pairings of the two lines; it describes co-movement only, not cause.
The competitor for the deposit dollar, up close: what money market funds earn on their repo lending, and how large their holdings have grown. Every series here comes from the Office of Financial Research's Short-term Funding Monitor, built from the monthly N-MFP filings each fund must make.
Chart 1: monthly dollar-weighted median yields on fund repo holdings. Chart 2: the sum of the OFR's seven asset-type holdings series (the monitor publishes no single total). Monthly, from SEC Form N-MFP via the Office of Financial Research, refreshed daily. Deposit comparisons live in the money supply panel above.