Archive for October, 2008

Utility Bonds

Wednesday, October 1st, 2008

I just spoke with a portfolio manager about the Duke Energy use of their credit line to the tune of $1billion. He said that the story was out yesterday and is only having market impact today.  CDS on Duke and American Electric Power are each wider by 10 basis points this ...

Corporates

Wednesday, October 1st, 2008



IG 10

Wednesday, October 1st, 2008

IG 10 is opening around 169 after closing yesterday around 167.

Libor

Wednesday, October 1st, 2008

Overnight Libor has set at 3.79 percent,down significantly from the quarter end pressured level of the previous day. And even though it has been set lower, it remains stressed and elevated. Longer maturities along the Libor curve have seen rates rise. Three month Libor was set 10 basis points higher at 4.15 ...

More on the Money Markets

Wednesday, October 1st, 2008

This piece is from Financial Week and illuminates some of the problems in the commercial paper market which I wrote about yesterday. It is slightly dated (Sept 28) but I think it is worthwhile.

Some Opening Comments October 1 2008

Wednesday, October 1st, 2008

Prices of Treasury coupon securities have posted solid gains in overnight trading as financial markets remain very volatile. The yield on the benchmark 2 year note has declined 6 basis points to 1.90 percent. The yield on the 5 year note has tumbled 9 basis points to 2.89 percent. The ...