SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Ramsey Su who wrote (54789)2/27/2006 10:07:49 AM
From: russwinter  Read Replies (2) of 110194
 
Nothing given in the 8-k on NFI delinquencies, although they did reset the portfolio 50 bp higher from 7.6% to 8.1%.

New houses inventory up another tick from 516,000 to 528,000. Judging from the MBAA purchase index, January was still OK, at 447 (versus 470 in October, and 479 in Nov), However February will be a different story, we are are 408 for the first three weeks, that should translate into a pretty decent new (closer to 1,135,000?) and existing home sales drop in the next report, making the number of months supply truly ugly.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News