Results tagged “Treasuries” from Dealbreaker
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Tips For Tim
May 28, 2009, 11:21am
Posted by Equity Private
Is anyone else looking forward, really looking forward to The Safecracker's Beijing trip next week? We certainly are. Reuters says this: U.S. Treasury Secretary Timothy Geithner has a chance next week to persuade anxious Chinese authorities their investments in huge...
Tick, Tock, Tick, Tock....
May 07, 2009, 3:52pm
Posted by Equity Private
So, what do you make of the sudden collapse of 30 year Treasuries? Open forum on the topic in comments. 30-Year Treasury Bond Collapses [Alea]...
China's Smack Addiction Continues Unabated
Apr 15, 2009, 3:58pm
Posted by Equity Private
No wonder they want to invent a reserve currency that has some merits over the United States Dollar. It would be a form of methadone treatment: China, the U.S. government's biggest creditor, increased its purchases of American securities in February...
New York Tea (Treasuries) Party?
Mar 25, 2009, 1:39pm
Posted by Equity Private
Our spy on a Treasuries desk has some interesting things to say via the mailbag about the bond market in the imminent face of $300 billion in quantitative easing by proxy: Wall Street Dealers are giving the Treasury the biggest...
Uh, Will Someone Please Go Downstairs And Pay For China's Taxi?
Mar 13, 2009, 3:39pm
Posted by Equity Private
It is popular to speculate about what might happen if China ever grew tired of providing the United States with cheap capital to fund [mass consumerism/the real-estate bubble/our exorbitant lifestyle/our fat/flat-screen televisions/the deadly "greed virus"]. We think these questions overblown....
Do Credit Default Swaps On Treasuries Mean Anything?
Feb 20, 2009, 12:44pm
Posted by Equity Private
Unless you can collect the protection in Swiss Franc, we find it difficult to get our head around credit default swaps on U.S. Treasuries. Surely, if you find yourself actually needing the protection, the last thing you want is U.S....
The Amusing Dance Of Treasury CDS
Feb 06, 2009, 12:09pm
Posted by Equity Private
Alea points out that 5 year CDS spreads on Treasuries are alarming. (82 basis points). Discuss....
The Credit Perspective
Jan 16, 2009, 11:57am
Posted by Equity Private
The Across the Curve blog often has insightful and potent analysis, with a focus on credit markets that reveals some real expertise in the area. Today, however, its author, originally a weak supporter of government intervention, has made a rather...
Broken?
Nov 26, 2008, 10:23am
Posted by Equity Private
If you want a measure of: A. How broken the credit markets are, or; B. How totally fucked we are, The fact that credit default swaps for 10-year protection on U.S. government debt have jumped to 56 points is a...
Spread 'Em
Sep 24, 2008, 9:27am
Posted by Equity Private
29.2 basis points on a 10-year treasury CDS. This is either a fantastic opportunity, or the beginning of the end. Salt to your own taste. US 10-year Treasury CDS widens to record 29.2 bps-CMA [Reuters via Alea]...
Mortgage Spreads Tighten
Sep 04, 2008, 4:37pm
Posted by John Carney
Spread on mortgage backed securities over Treasuries tightened today, according to John Jansen at Across The Curve. Mortgages are closing about 6 ticks tighter to Treasuries and about 3 basis points tighter to swaps.One dealer described the flows as "chunky"....
