Relevant and even prescient commentary on news, politics and the economy.

You searched for: label/bond; debt; ECB; Eurozone

Transparency Liquidity

…and sell bonds”. This would not be any firm that ever issued a bond nor does it mean any investor who ever bought a bond. He is thinking of people…

AFTER THE PARTY

…thank you for raising the subject of the bond market. It was something I didn’t know about and will have to try to learn. Not to be a bond trader……

Stock Market when EPS Growth Turns Positive

…Rather, the difference was between valuation and the impact of rising interest rates.When the market fell, bond yields rose while when the market rose, yields fell. In general the relationship…

MBS Moral Hazard and Flexibility

…DellaCamera would have to buy up all the mortgage bonds. The owners of the MBS aren’t organized to bargain with him. The person who owned the last bond with a…

US and them…our ‘new’ partners

…packages. The Chinese can scarcely object to the trade deficit – they have funded it for years. So, the message is: don’t rely on us to buy your extra bond

A look back at 2005 (Kash)

…to fuel asset price inflation. Housing prices have probably been inflated thanks to all of this liquidity (as many people have noted), but so have bond prices. As a result,…

WAPO on AIG III

…for bondholders if AIG issues debt and buys assets than if it insures those assets (I am considering the premia paid on CDSs). I think the only reason to do…

Selling equity in your house

…times their debt plus y% of the outstanding debt each year. So debt in dollars changes with this payment then with the change in the index. y% of the house…

What is the point of credit default insurance ?

…Credit default insurance. 1) You can hedge against default on bonds by buying a diversified portfolio of bonds 2) Prudential regulations do not take account of this fact, but rather…