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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...
USERNAME: applePASSWORD: tree Due to broadcaster copyrights, the website with our video is now required to have a password (it cannot be an “open site”). When you click on the link above, you will be required to enter the username and...
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.
What We Have Here Is Failure To Deliver Primary delivery failure data underscore a collapse in non-Treasury securities as a store of value.
Comment So the TARP has been transformed into a capital injection plan. This is a far better plan, and is more like the U.K. plan (story below). However, this goes to Paulson’s credibility. He sold the TARP as an asset purchase plan involving...
The Financial Times – Sullivan blames ‘mark to market’ for AIG’s woes But above all, Mr Sullivan said, the so-called “mark to market” accounting rule had played a central role in the company’s rapid...
Rumblings Of Global Deflation The plunge in the Baltic Dry Freight index reflects the powerful deflationary forces unleashed by the credit crunch.
September Total Return Review: September’s Stock Swoon The attached tables and comments update the total returns through September. Now that volatility has picked up amid some of the worst monthly stock returns since 1970, can we make any...
Understanding What Happened Atlanta Presentation Package
Understanding What Happened Audio Link of Conference Call A transcript of the September 22, 2008 conference call.
The Financial Times – Freddie and Fannie bank losses grow US regulators have underestimated potential bank losses on preferred stock issued by Fannie Mae and Freddie Mac, the American Bankers Association said on Monday. Nearly a third of US...