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Charts of the Week Topics Covered This Week Include: What Does A “Medicated” LIBOR Measure? Are CDX Prices Pointing To Health In The Credit Markets? Credit Spreads Are Still At Crisis Levels Distressed Debt Munis vs. Treasuries Sovereign Credit Risks: With A Little Help From Our Friends Sovereign CDS Costs’ Impact On equities And Currencies… Continue reading
The Financial Times – Dollar lending rate reflects crunch easing The benchmark floating rate for dollar lending on Tuesday fell below the level that prior to the bankruptcy of Lehman Brothers in mid-September, providing a further sign that the...
Bloomberg.com – U.S. Auto Sales Fall 32% to Lowest Total in 17 Years U.S. auto sales plummeted 32 percent in October to the lowest monthly total since January 1991, led by General Motors Corp.‘s 45 percent slide, as reduced access to...
<Click on chart for larger image> Comment We view Intrade.com’s election betting as a real-time poll. If there is any movement toward a McCain surprise, expect InTrade to react immediately. You can track Intrade in the column to the...
<Total Time 15:00> EnergyTomorrow.org – ETR 57 Oil Prices and the EconomyJane Van Ryan talks with Howard Simons, strategist for Bianco Research in Chicago about the recent drop in the price of oil. Comment Many of these topics were...
Revisiting The Stock-Treasury Relationship After The Collapse The long-term correlation of returns between stocks and government bonds in the U.S. and Japan has become less negative as bond yields refuse to decline further.
S&P 500 And Three-Month Treasury Bill Comparative Returns The inability of the S&P 500 to outperform Treasury bills for 11 3/4 years poses a challenge for investment professionals.
The New York Times – Warren E. Buffett: Buy American. I Am. So … I’ve been buying American stocks. This is my personal account I’m talking about, in which I previously owned nothing but United States government bonds. (This...
U.S. Treasury’s International Capital Statistics Update Tables and comments detailing foreign investment through August 31, 2008 with data released on October 16, 2008. Last Month, we detailed the record net sales of agency securities by...
The Financial Times – Swiss banks get major rescue package Switzerland on Thursday joined the list of countries taking unprecedented measures to strengthen their banks with the government taking an indirect SFr6bn (US$5.3bn) stake in UBS and...
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Autumnal Update On And Wintry Outlook For Municipal Bonds An already poor outlook for municipal bonds has been made worse by federal claims on available capital.