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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: russwinter who wrote (23741)12/23/2004 1:04:54 PM
From: Ramsey Su  Respond to of 110194
 
I think this report came out today, so the delinquency information must be one month behind in reporting.

Yep, the credit enhanced loans are probably a bigger percentage of total loans than non enhanced.

The MIs, mainly MTG, PMI and RDN are holding up very well, presumably due to this "strong economic recovery", right?



To: russwinter who wrote (23741)12/23/2004 1:22:55 PM
From: Wyätt Gwyön  Read Replies (2) | Respond to of 110194
 
what do you think about the currency divergences? EUR hitting new all-time highs while higher-beta currencies like AUD and NZD well off highs. AUD punked out at 79 a month ago and now just over 76, not even close to the 81 blow-off top of earlier this year.


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