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 is still […]

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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 … so […]

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