Thursday, Jun 24, 2010

Oh by the way, you remember those CDOs....?

FT: Collapsed debt market poses dilemma for G20

Either central banks keep eating toxic debt, poisoning us (not the wealthy) in the meantime; or credit gets more expensive and harder to get. Infinite house prices anybody?
(Search title in google to read.)

Posted by letthemfall @ 12:20 PM (790 views) Add Comment

6 Comments

1. 51ck-6-51x said...

This article does a brilliant job of highlighting the position we are in with a couple of simple, broad brush strokes.

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reCaptcha = headache insurance. Love it! I'll take some of that.

Thursday, June 24, 2010 01:57PM Report Comment
 

2. cynicalsoothsayer said...

Investors aren't going to buy mortgage backed securities until the interest rates paid reflect the risk of borrower default and the risk of price collapse in the underlying security. So the central banks are going to have to raise interest rates and allow some house price falls if they are to offload their recent acquisitions.

Thursday, June 24, 2010 03:00PM Report Comment
 

3. mark wadsworth said...

CSS, the BoE base rate has absolutely nothing to do with the interest rate you can earn on these MBSs.

If the nominal return on the MBS is (say) 7% and you think they are a load of rubbish and expect a return of 15%, then the market price of £100's nominal MBS falls to £60 or £70 (depending on duration). Now, we know that banks are playing extend and pretend with these things and would rather keep them on their books at £100 than sell them for £60 or £70 and crystallise the loss, that's a separate topic.

Thursday, June 24, 2010 04:47PM Report Comment
 

4. tenyearstogetmymoneyback said...

Just in case anyone has forgotten how this all started

http://www.youtube.com/watch?v=mzJmTCYmo9g

Doesn't seem quite so funny now we are all paying for it.

Thursday, June 24, 2010 10:48PM Report Comment
 

5. mander said...

Gillian Tett puts it so simple for anybody to understand the so called "credit crunch" Anyway if the taxpayer "continues to replace the securitisation market indefinitely" this will be communism in the way that everyone in the communism was paying for the guy who did not want to work which is comparable with everyone paying for the guy who is not paying the mortgage.

Thursday, June 24, 2010 11:33PM Report Comment
 

6. stillthinking said...

As in, the banks are insolvent, not illiquid, and the financial system is floating on debts which won't be repaid.

Friday, June 25, 2010 08:27AM Report Comment
 

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