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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: bart13 who wrote (77914)1/19/2007 10:23:33 PM
From: russwinter  Read Replies (1) of 110194
 
Where do you get the data on this? I wonder if the dealers are just facilitating the dumping of this crap on FCBs? FCBs now have 34.3% ($607 billion) of their custodial holdings in agencies. Since mid-2005 78% ($253 of $323 billion) of everything they've bought have been agencies. But wonder if some of this is actually junkier MBS?
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