bespokeinvest.typepad.com - 1/10/2009
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While default risk has dropped dramatically for the financial companies listed below, it's still interesting to see how the firms compare with each other on the CDS front. Below we highlight current credit default swap prices for 24 financial firms across the globe. These prices represent the ...
gregmankiw.blogspot.com - 1/14/2009
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gregmankiw.blogspot.com —
Greg Ip reports : Thanks to the advent
of credit derivatives -- financial contracts that allow investors...
to speculate on or protect against default -- we can now observe how likely global markets think it is that Uncle Sam will renege on America's ...
(more)
U.S. Government Default?
dealbook.blogs.nytimes.com - 1/12/2009
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dealbook.blogs.nytimes.com —
The anticipated combination of brokerage units at Citigroup
and Morgan Stanley is seen by analysts as the...
likely start of a fresh wave of consolidation in the troubled and thinning banking industry. The potential deal between Citi and Morgan Stanley, ...
(more)
Citi-Morgan Talk May Spark Fresh Wave of Deals
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EconomPics of the Week (1-09-09)
EconomPic —
... ► November (88) ► October (104) ► September (77) ► August (93) ► July (71) ► June (38) ► May (20) ► April (11) ► March (14) [image] What We're Reading... *Across the Curve* Some Closing Comments January 09 2009 *Bronte Capital* Satyam - what were the lenders thinking? Bespoke Investment Group Financial Company Default Risk Calculated Risk The Residential Rental Market Credit ...
XLF A Year Later
b z b t r a d e r —
... Below is the current makeup of the XLF. As you can see, there's been a bit of re-alignment in the portfolio with JPM and WFC carrying more of the load. This adjustment makes a lot of sense when you review a recent study by Bespoke which examined the 5-year CDS (credit default swap) prices of various financial companies. Wish I could just post the chart for comparison purposes, but that would be rude to Bespoke, a great site for enquiring market minds. The bottom line is that, based on Bespoke's study of US firms, MS, GS, AXP, UBS and C are at the highest risk of ...
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bespokeinvest.typepad.com 3/10/2009 — At Bespoke Premium, we created an index that measures default risk for the global financial sector based on cds prices for a number of banks and brokers. We highlight this index on a regular basis so members can keep a close eye on the numbers, which ...
Country Default Risk
bespokeinvest.typepad.com 11/7/2008 — Yesterday we highlighted credit default swap prices for major banks and brokers around the world. Below we provide the same default risk levels for individual countries. These prices represent the cost per year to insure $10,000 of debt for five ...
Default Risk for Key Financials
bespokeinvest.typepad.com 11/9/2008 — Below we highlight current credit default swap prices for 13 global financial firms. The prices indicate the cost per year to insure $10,000 of bonds for five years. These prices were much, much higher a few weeks ago, so it's good to see them come ...
Financial Credit Default Swap Prices
bespokeinvest.typepad.com 4/7/2009 — Below we highlight the current CDS prices (in dollars) for major banks and brokers around the world. The prices represent the cost per year to insure $10,000 worth of debt for 5 years. As shown, Citigroup and American Express currently have the ...
The U.S. Treasury Default Risk Meme
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Credit Default Risk Down But Still High
bespokeinvest.typepad.com 1/27/2009 — Below we highlight a chart of an index that measures the default risk of investment grade credit in the US. Throughout the credit crisis, default risk has risen sharply, although it has ticked lower since peaking in December. Any decline in default ...
Being Wrong for 5 Years Makes You Right Now?
valueplays.blogspot.com 11/19/2008 — Here is my problem with the praise being heaped on Peter Schiff. Watch the following video. Here is Schiff in 2007 Great right? No. The problem? Here is Schiff in 2002: Schiff predicts Nasdaq 500 and Dow 4000 Now, had you listened to ...
Country Default Risk Rises Across the Board
bespokeinvest.typepad.com 12/7/2008 — On November 7th, we highlighted the cost to insure against government default through sovereign CDS prices for 38 countries. Since then, default risk has risen for all but two of these countries (Lebanon and Argentina). Below we provide the current ...
Financial Default Risk At Lowest Level Since June 2008
bespokeinvest.typepad.com 7/30/2009 — Over at Bespoke Premium, we provide members with a regular look at financial default risk through our Bank and Broker CDS Index. The index measures credit default swap (CDS) prices for global financial firms on a cap weighted basis. Below is a chart ...
Country Default Risk Continues Its Rise
bespokeinvest.typepad.com 3/6/2009 — Below we highlight sovereign debt default risk as measured by credit default swap prices. The list below is sorted by year to date percentage change, and as shown, Japan's default risk is up the most in 2009, although it remains on the low side when ...
STMicro: UBS Downgrades To Sell —
BARRONS.com: Tech Trader Daily 1/12/2009
UBS analyst Nicolas Gaudois this morning cut his rating on STMicroelectronics (STM) to Sell from Neiutral, cutting his target to $5.51, from $7.19. (Or to 4.10 Euros, from 5.35.) Gaudois writes that recent checks “have left us more ...
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