Entries Tagged as 'GSEs'

MortgageNewsClips: Randall Forsyth, Gretchen Morgenson, John Berry, Near-Retirees, Florida Shock, Next Summer?, Covered Bond Effort, WaMu Test, Aurora, Tighter, Shiller Turning Point, 5 more News Clips

September 16th, 2008 · No Comments

All In or Keeping Some Chips in Reserve? - RANDALL FORSYTH -  By holding rates unchanged, the Fed signals it’s done enough. No more bailouts — for now. - Barron’s
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The Joys of Ownership - GRETCHEN MORGENSON - … Make no mistake: we, the American taxpayers, are amassing quite a portfolio of flotsam and jetsam in […]

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Tags: Blogs · Charts & Tables · Commentary · Fed · GSEs · Mortgage Market

MortgageNewsClips: Jump the Pancake, Tom Brown Primer, WaMu and Nat City, Nouveaux Neighbors, MISH on CDS, 3 at Securitization.net, CBO Says, Winkler on Buffett, Wells Tightens, GSE Cliffhanger, 5 more News Clips

September 12th, 2008 · No Comments

Warren Buffett to FBN: “Shorting FNM/FRE Like Jumping Off a Pancake” - By Liz Claman  - FOXBusiness 
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great primer - Gauging Banks’ Loan Loss Reserve Adequacy: The Basics  - Tom Brown - Warning! It’s not as straightforward a process as you might think. Why some anlaysts might overestimate coming reserve additions -  bankstocks.com
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WaMu, National […]

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Tags: Blogs · Charts & Tables · Commentary · Economy · GSEs · Mortgage Market · Research & Papers

MortgageNewsClips: NEW GSE CDS, Litigation, Michael Lewitt, PIMCO Pop On Tightening, Diane Swonk, Reverse Mortgage Survey, Steve Forbes, Dubai Is High, JD Powers on Servicers, Boomers Love Credit, CDS Default Triggers, 6 more News Clips

September 11th, 2008 · No Comments

 
Fannie, Freddie default swaps likely to be reintroduced - Credit default swaps … are expected to be reintroduced with different terms, after payments on existing contracts were triggered by their government bailout, analysts said. … New CDS contracts without the conservatorship trigger should begin to trade,” analysts at Barclays Capital said in a report. … […]

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Tags: Blogs · Charts & Tables · Commentary · Economy · GSEs · Mortgage Market · Research & Papers

MortgageNewsClips: Felix Salmon, Ciovacco, Shrinkage, Midwest Banc Sacked, What Now?, Barney Frank, Gas Prices - Spending, Bloody Sunday, Dean Baker, Cease and Desist, 40 Bank Chart, HOPE, 8 more News Clips

September 10th, 2008 · No Comments

  
Frannie’s Future - Felix Salmon -  The NYT talks today of “Mr. Paulson’s long-term desire to wind down the companies’ portfolios, drastically shrink the role of both Fannie and Freddie and perhaps eliminate their unique status altogether”. It’s not a bad idea, and I like the way he’s going about it: let them increase […]

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Tags: Blogs · Charts & Tables · Commentary · Economy · GSEs · Mortgage Market

MortgageNewsClips: SPECIAL SECRET - key to finding Thousands of News Clips and Commentaries … , Covered Bonds, Delinquencies, You Walk Away, Fitch: Worst Over, LoanPerformance Q3, FDIC Report, End of Securitization, El-Erian Appointed, Lehman - Spinco, Fed Borrowings, Avoiding Mistakes, HEQ Delinquencies, plus 16 more News Clips

September 8th, 2008 · No Comments

THIS IS THE LONGEST POST I HAVE DONE.  WHY?  The Bailout forced me to wait to release regular news clips, so here is all of them. SPECIAL SECRET - the reason I do this is selfish - this blog has a Google search engine on the right side of the page.  Anything that has ever […]

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Tags: Blogs · Charts & Tables · Commentary · Economy · Fed · GSEs · Mortgage Market · Research & Papers

Bailout: First Reactions

September 8th, 2008 · No Comments

The US Treasury’s takeover of Fannie and Freddie is the most important news going on right now.  Today’s email is longer than usual because of this - and there is a lot of good information there.  I will return to sending overall newsclips tomorrow. - BC
Basic Information on the conservatorship - prior post 

China and Japan […]

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Tags: Commentary · GSEs · Mortgage Market