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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 (45418)11/14/2005 8:27:59 AM
From: Ramsey Su  Read Replies (1) | Respond to of 110194
 
If you look at that rate sheet I linked, you can see how difficult it is to actually pin point a rate.

Using this website, select the 6 months libor and chart it back 3 years, you can see how much the key index used by the subprimers had gone up. I think my assumption of the initial rate up about 2% from 18 months ago is reasonably accurate, if not conservative.
bankrate.com

Loantech, does your shop broker any subprime loans? Any comments?



To: ild who wrote (45418)11/14/2005 8:58:44 AM
From: Ramsey Su  Respond to of 110194
 
yahoo.reuters.com

what a timely article.



To: ild who wrote (45418)11/14/2005 12:04:47 PM
From: ild  Respond to of 110194
 
Global: Elasticity or Complacency?
Stephen Roach (New York)

morganstanley.com