with Oli | Strategies


Posts Tagged ‘mortgages’

UK “bailout” dissappoints …

Montag, April 21st, 2008

The UK “bailout” dissappoints … as no US mortgage related assets will be accepted and the “haitcut” is bigger (30%) than expected … so … April expiration done … what’s next? As there is NO fundamental change … whatever the press tries to tell us … We should see some selling now again … It [...]

FED about to strike …

Dienstag, März 11th, 2008

If you don’t understand, why equity markets hesitate to fall … here comes the explanation The FED is expected to STRIKE any time soon!!! Not a simple emergency cut … as it does not make sense … 2yr paper is trading at or even below 1.5% … FED cuts are not passed on to clients [...]