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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 (37364)7/31/2005 1:40:03 PM
From: Ramsey Su  Read Replies (2) | Respond to of 110194
 
Russ,

interesting stuff indeed. See if this link works for the article that I think you are referring to.
fitchratings.com

Unfortunately, the period that Fitch is using, though they really have no other choice, is not representative of what I consider a normal credit cycle. Bottomline, I think the most important term of these loans is the payment cap. The shock is going to be the reset date, potentially 5 yrs from origination. That is assuming all market and employment conditions remain stable between now and then.

Ramsey



To: russwinter who wrote (37364)7/31/2005 10:22:48 PM
From: Ramsey Su  Read Replies (1) | Respond to of 110194
 
by the way, I found an excellent article in the Fitch website titled:

Hedge Funds: An Emerging
Force in the Global Credit
Markets

For some reason, I can't copy and paste that link. Take a look if you are interested in a simple (7 pages) explanation of the role hedge funds play in the credit markets.


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