prudentbear.com - 11/2/2008
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The Credit Crisis Endgame It looks increasingly likely that the endgame in the credit crisis will be a bloody standoff between investors and governments. Their battlefield will be the market for government bonds, where countries all around the world finance their deficits. To see how this is ...
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CDS Pricing in Increasing Treasury Default Risk
naked capitalism —
... We have noted that Treasuries (and the dollar) are the remaining bubbles, although some doubts are starting to surface on the Treasury front. Paul Amery at Prudent Bear gives a good recap: ...
Blogs Cover Possibility of Higher Rates
Manhattan Real Estate: New York City Real Estate Tips —
... This lowers the trade deficit but more importantly, also lowers the attraction of our treasuries by these outside monsters. Less foreign investment in our treasuries at a time when supply is about to go through the roof, could lead to the end of artificially low yields, especially at the longer end of the curve where the fed has little influence. CR shows a visual of this vicious cycle above.
The second blogger discussing this 'endgame' is Paul Amery of PrudentBear.com in his piece "The Credit Crisis Endgame" published Friday: ...
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Iceland: what does the endgame look like?
marginalrevolution.com 10/30/2008 — Thrainn Eggertsson writes to the FT: The government of Iceland has now been offered foreign loans that roughly equal the country's gross domestic product. The annual interest payments, say 3-4 per cent, approximately correspond to the ...
Credit Crisis Indicators
calculatedrisk.blogspot.com 11/24/2008 — The 3-month treasury is still at zero ... and that is not good. Here is more more data: The three month LIBOR increased slightly to 2.17% from 2.16%. The three-month LIBOR rate peaked (for this cycle) at 4.81875% on Oct. 10. ( unchanged ) The TED ...
Morning Commentary
econlog.econlib.org 10/8/2008 — (October 8, 2008 07:52 AM, by Arnold Kling) 1. The debate was truly awful. The financial crisis was caused by greed (McCain) and deregulation (Obama). We need energy independence. Our priority is to do everything at once (McCain). We will cut spending ...
What Credit Crisis?
marketprognosticator.blogspot.com 10/25/2008 — A new working paper from the Federal Reserve of Minneapolis says that four myths have been created during the financial crisis and perpetuated by the media and others. "Here we examine four claims about the way the …financial crisis is affecting the ...
Credit Crisis - News - The New York Times
topics.nytimes.com 11/25/2008 — Latest Developments: Updated: Nov. 29, 2008 Overview In the fall of 2008, the credit crunch, which had emerged a little more than a year before, ballooned into Wall Street's biggest crisis since the Great Depression. As hundreds of billions in ...
Guest Post: "If You Can't Tell Who The Sucker Is...."
nakedcapitalism.com 12/23/2008 — I was quite taken with this post of our occasional guest blogger Cassandra (who holds forth at Cassandra Does Tokyo ). I hope you enjoy it as well. From Cassandra: Thumbing through the sell-side research from their multitudes of Strategists, I ...
Entering the Endgame for Monetary Policy
alephblog.com 9/26/2008 —
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Look at the H.4.1 report . We may have finally hit the panic phase of monetary policy, where the Fed increases the monetary base dramatically. They are pumping the “high-powered” money into loans:
$20 billion for Primary ...
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