Entries from April 2009

Must Read: Deloitte Summary, Mauldin MV=PQ, Stress Test Cliff Notes

April 26th, 2009 · No Comments

   

Research Primer: Framework for Financial System Overhaul – Deloitte has issued a handy summary of the U.S. Treasury’s  proposed framework for regulatory reform of the financial system   Deloitte provides a simple summary of the four broad components to the framework:
- Addressing systemic risk: The U.S. Treasury defines systemically important institutions and proposes an [...]

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Tags: Mortgage Market

Markets: 94% Use Derivatives, Spread Update, Fix Securitization, 2000-2008

April 26th, 2009 · No Comments

 

Market Risk – Over 94% of the World’s Largest Companies Use Derivatives to Help Manage Their Risks – Louise Marshall -  Riskcenter.com
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from Scott Grannis at Calafia Beach Pundit

  

Agency spread update  and   TED spread update -
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Securitization must be fixed – Finger of blame points to shadow banking’s implosion – By Gillian Tett – … [...]

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Tags: Mortgage Market

Size Matters: $150 Billion US Treasury Auctions, MERS holds Millions, CME on Debt

April 26th, 2009 · No Comments

biggest ever: Over $150 Billion Coming In Treasury Auctions – 24/7 Wall Street

The breakdown here for next week’s planned Treasury auctions is as follows:
$29 billion in 3-month T-Bills;
$28 billion in 6-month T-Bills;
$40 billion in 2-year T-Notes;
$35 billion in 5-year T-Notes;
and $26 billion in 7-year T-Notes.
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about MERS: Tracking Loans Through a Firm That Holds [...]

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Tags: Mortgage Market

Next Circus: Ken Lewis vs. Ben Bernanke vs. Henry Paulson

April 26th, 2009 · No Comments

    Ken Lewis, BofA and the Fed Strong-Arm: Ten Questions  – Kevin Delacroix – Whatever else you want to say about these circumstances, the spectacle to which we are all about to be subjected will not be pretty and is unlikely to be edifying. – D&O Diary ———— [...]

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Tags: Mortgage Market