with Oli | Strategies


Archive for Mai 29th, 2008

BONDS … selling off

Donnerstag, Mai 29th, 2008

Bonds are selling off as June contracts are close to expire … WHY??? Inflation is ramping, credit crunch seems managable … so the Hedges are SOLD. And now the speculation starts … WHAT’s NEXT??? Interest rates HAVE TO RISE!!! Next step of FED and ECB will be UP … a rate HIKE!!! This is reflected [...]

More housing related pain …

Donnerstag, Mai 29th, 2008

No, I’m not talking about RECORD falls in house prices … Yesterday, S&P downgraded a huge bunch of so called Alt-A MORTGAGE- backed securities … NEW YORK (Standard & Poor’s) May 28, 2008–Standard & Poor’s Ratings Services today lowered its ratings on 1,326 classes of U.S. residential mortgage-backed securities (RMBS) certificates issued in the first [...]