Archive for November, 2008

Agency Spreads

Thursday, November 20th, 2008

Agency spreads continue to leak wider versus Treasury debt as well as swaps.Two year benchmarks are 3 wider today at 183 basis points.Five year spreads are 10 wider at 161 basis points. Ten year spreads are 15 wider at 178. Spreads to Libor are at historic wides. Two year agencies are Libor + ...

From the Very Dry Sense of Humor Department

Thursday, November 20th, 2008

Subject: *SOMALI PIRATES APPLY TO BECOME BANK TO ACCESS TARP                                                                    *SOMALI PIRATES APPLY TO BECOME BANK TO ACCESS TARP  ...

Merdurinous

Thursday, November 20th, 2008

That is the mood and demeanor in some of the spread markets. The IG 11 is 273/278 which is 32 wider on the day. The dealer who made that quote cites the congestion in the market which has emerged as dealers are falling over one another to hedge exsanguinating ( A ...

Swaps and MBS

Thursday, November 20th, 2008

Swap spreads are gapping tighter as a massive duration grab marches forward. Two year spreads are tighter by a basis point at 103 basis points. Five year spreads are tighter by 9 basis points and rest at 86 basis points. Ten year spreads are tighter by 15 basis points and ...

CMBS

Thursday, November 20th, 2008

AAA CMBX opening 125 to 150 wider. CMBS cash AAAs wider by about 125 basis points. The all in yield on these things 16 percentish.

History

Thursday, November 20th, 2008

We live in amazing times. The yield on the 2 year note is 0.99 basis points,shattering the 1.10 level touched in June 2003. The 5 year note has breached 2.00 and trades at a record low yield of 1.93 percent. The 10 year note has a little more distance to ...

HSBC on the Jobless Claims

Thursday, November 20th, 2008

HSBC: US Jobless Claims (15 Nov wk) - Terrible                  * Initial jobless claims jumped higher to 542k (consensus          505k), up from 515k last week                                  * The four-week ...

IG 11

Thursday, November 20th, 2008

The aforementioned index is opening approximately unchanged on a wide quote of 244/248.

Opening Comments November 20 2008

Thursday, November 20th, 2008

Prices of Treasury coupon securities have posted mixed results in overnight trading. Securities which mature in 5 years or less languished while prices on 10 year notes and 30 year bonds vaulted higher.The yield on the 2 year note is higher by 2 basis points at 1.08 percent. The yield ...

Libor Chart

Thursday, November 20th, 2008

Libor US$ Fixing                  11/20        11/19      Change          OVERNIGHT        .44375       .43750     .00625 1 WEEK           .96250       .91875     .04375 2 WEEKS         1.14125      1.12500     .01625 1 MONTH         1.39875      ...