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December 12, 2007 at 11:20 AM #115251December 12, 2007 at 11:29 AM #115303daveljParticipant
This 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 #115261daveljParticipantThis 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 #115267daveljParticipantThis 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 #115228daveljParticipantThis 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 #115100daveljParticipantThis 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 #115115FearfulParticipantThanks. 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 #115318FearfulParticipantThanks. 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 #115244FearfulParticipantThanks. 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 #115284FearfulParticipantThanks. 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 #115276FearfulParticipantThanks. 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 #115135barnaby33ParticipantWouldn’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 #115296barnaby33ParticipantWouldn’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 #115338barnaby33ParticipantWouldn’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 #115263barnaby33ParticipantWouldn’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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