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

To: ild who wrote (35686)	7/10/2005 4:53:06 PM
From: russwinter	Read Replies (3) \| Respond to of 110194

I think the rates to follow are the one year Libor and one year CMT. libor-loans.com federalreserve.gov Can be tracked monthly here, enter Libor under new search: mortgage-x.com A big chunk of these subprime, and various ARMs, including IOs are set to them. They are toxic, and as they steadily reset, debtors are being hammered. Even 4% Libor should have an impact.

To: ild who wrote (35686)	7/10/2005 8:10:46 PM
From: Crimson Ghost	Read Replies (1) \| Respond to of 110194

Just that TNX is the base of the bond market structure. Obviously spreads also very important. But recent experience has shown I think that low TNX encourages narrow spreads as investors grow desperate for yield.