Analysts at Barclays reckon $150 billion to $400 billion might leave banks, or up to two-thirds of the increase in large-balance deposits temporarily covered by the government since the end of 2010, when a provision of the Dodd-Frank Act took over from an emergency program launched at the height of the financial meltdown. (The bailout legislation in October 2008 raised the limit on insured balances to $250,000 per depositor from $100,000. Later that month, the Federal Deposit Insurance Corp. used its crisis powers to offer unlimited coverage for noninterest bearing transaction accounts under the Transaction Account Guarantee program.)

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