- This topic has 95 replies, 13 voices, and was last updated 17 years, 12 months ago by
lonestar2000.
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December 12, 2007 at 11:20 AM #115293December 12, 2007 at 11:29 AM #115100
davelj
ParticipantThis is fairly recent.
http://bespokeinvest.typepad.com/bespoke/2007/12/a-look-at-the-t.html
I’m not sure where you chart the TED Spread for free. I have a subscription service where I pull it up occasionally. It’s possible that on Yahoo you can chart these spreads.
December 12, 2007 at 11:29 AM #115228davelj
ParticipantThis is fairly recent.
http://bespokeinvest.typepad.com/bespoke/2007/12/a-look-at-the-t.html
I’m not sure where you chart the TED Spread for free. I have a subscription service where I pull it up occasionally. It’s possible that on Yahoo you can chart these spreads.
December 12, 2007 at 11:29 AM #115261davelj
ParticipantThis is fairly recent.
http://bespokeinvest.typepad.com/bespoke/2007/12/a-look-at-the-t.html
I’m not sure where you chart the TED Spread for free. I have a subscription service where I pull it up occasionally. It’s possible that on Yahoo you can chart these spreads.
December 12, 2007 at 11:29 AM #115267davelj
ParticipantThis is fairly recent.
http://bespokeinvest.typepad.com/bespoke/2007/12/a-look-at-the-t.html
I’m not sure where you chart the TED Spread for free. I have a subscription service where I pull it up occasionally. It’s possible that on Yahoo you can chart these spreads.
December 12, 2007 at 11:29 AM #115303davelj
ParticipantThis is fairly recent.
http://bespokeinvest.typepad.com/bespoke/2007/12/a-look-at-the-t.html
I’m not sure where you chart the TED Spread for free. I have a subscription service where I pull it up occasionally. It’s possible that on Yahoo you can chart these spreads.
December 12, 2007 at 11:54 AM #115115Fearful
ParticipantThanks. Apparently the Fed publishes something very close to it.
http://www.federalreserve.gov/releases/cp/
Chart “discount rate spread”. It tells the whole story. I had heard that Libor was spreading recently but had no idea the spread was rising that fast.
– Eric
December 12, 2007 at 11:54 AM #115244Fearful
ParticipantThanks. Apparently the Fed publishes something very close to it.
http://www.federalreserve.gov/releases/cp/
Chart “discount rate spread”. It tells the whole story. I had heard that Libor was spreading recently but had no idea the spread was rising that fast.
– Eric
December 12, 2007 at 11:54 AM #115276Fearful
ParticipantThanks. Apparently the Fed publishes something very close to it.
http://www.federalreserve.gov/releases/cp/
Chart “discount rate spread”. It tells the whole story. I had heard that Libor was spreading recently but had no idea the spread was rising that fast.
– Eric
December 12, 2007 at 11:54 AM #115284Fearful
ParticipantThanks. Apparently the Fed publishes something very close to it.
http://www.federalreserve.gov/releases/cp/
Chart “discount rate spread”. It tells the whole story. I had heard that Libor was spreading recently but had no idea the spread was rising that fast.
– Eric
December 12, 2007 at 11:54 AM #115318Fearful
ParticipantThanks. Apparently the Fed publishes something very close to it.
http://www.federalreserve.gov/releases/cp/
Chart “discount rate spread”. It tells the whole story. I had heard that Libor was spreading recently but had no idea the spread was rising that fast.
– Eric
December 12, 2007 at 12:26 PM #115135barnaby33
ParticipantWouldn’t a sh*tty asset crisis by definition imply liquidity problems. Inability and unwillingness to loan result in the same exact consequence; that of less loans. Hence credit contraction is what the FED is fighting. Liquidity crisis is really just a proxy for insolvency crisis, which leads to loss of confidence as you mentioned. This then rolls up into credit contraction with is deflationary, which is where the real crisis comes full circle. If deflation takes hold, all those sh*tty assets levered to the hilt will REALLY become toxic, or completely worthless, choose your phase to suit.
Josh
December 12, 2007 at 12:26 PM #115263barnaby33
ParticipantWouldn’t a sh*tty asset crisis by definition imply liquidity problems. Inability and unwillingness to loan result in the same exact consequence; that of less loans. Hence credit contraction is what the FED is fighting. Liquidity crisis is really just a proxy for insolvency crisis, which leads to loss of confidence as you mentioned. This then rolls up into credit contraction with is deflationary, which is where the real crisis comes full circle. If deflation takes hold, all those sh*tty assets levered to the hilt will REALLY become toxic, or completely worthless, choose your phase to suit.
Josh
December 12, 2007 at 12:26 PM #115296barnaby33
ParticipantWouldn’t a sh*tty asset crisis by definition imply liquidity problems. Inability and unwillingness to loan result in the same exact consequence; that of less loans. Hence credit contraction is what the FED is fighting. Liquidity crisis is really just a proxy for insolvency crisis, which leads to loss of confidence as you mentioned. This then rolls up into credit contraction with is deflationary, which is where the real crisis comes full circle. If deflation takes hold, all those sh*tty assets levered to the hilt will REALLY become toxic, or completely worthless, choose your phase to suit.
Josh
December 12, 2007 at 12:26 PM #115304barnaby33
ParticipantWouldn’t a sh*tty asset crisis by definition imply liquidity problems. Inability and unwillingness to loan result in the same exact consequence; that of less loans. Hence credit contraction is what the FED is fighting. Liquidity crisis is really just a proxy for insolvency crisis, which leads to loss of confidence as you mentioned. This then rolls up into credit contraction with is deflationary, which is where the real crisis comes full circle. If deflation takes hold, all those sh*tty assets levered to the hilt will REALLY become toxic, or completely worthless, choose your phase to suit.
Josh
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