Archive for December, 2008

Corporate Supply

Monday, December 8th, 2008

It appears that this will be a week of heavy  corporate bond issuance with financial names flooding the market with more guaranteed paper. Here is a tentative listing sent by a friend of the blog: NEW ISSUE PIPELINE...significant issuance this week              TBA   REGIONS BK    TBD       BARC/CS/GS/MK   AAA/AAA   12/08 ...

IG 11

Monday, December 8th, 2008

IG 11 is 266/270 which is 6 narrower on the day and 22 better than the widest levels attained Friday.

Libor Chart

Monday, December 8th, 2008

Libor US$ Fixing                  12/08        12/05      Change          OVERNIGHT       .18625       .28375    -0.09750 1 WEEK          .73750       .91875    -0.18125 2 WEEKS         .99375      1.13625    -0.14250 1 MONTH        ...

Speakers

Monday, December 8th, 2008

At 2:30 AM today, Federal Reserve Governor Kroszner will speak on "Assessing the Potential for Instability in Financial Markets" at a conference in Geneva. The speech begins at 8:30 AM Geneva time. At 4:00 AM, Boston Fed President Rosengren will speak on "Some Principles to Consider in the Future Regulatory Reform" at the same ...

Opening Comments December 08 2008

Monday, December 8th, 2008

Prices of Treasury coupon securities have plunged in overnight trading as equity markets react to President-elect Obama's weekend pledge of massive expenditures on the American infrastructure to rescue the economy from the grip of the recession. There is also a sense of relief from news reports which indicate that the ...

Corporate Bonds

Friday, December 5th, 2008

Secondary cash market trading of corporate bonds was subdued today. The most recent quote on the IG 11 was 282/285 which has it hovering around all time wides.Harvard University is tapping the debt market today with benchmark size issuance in 5year, 10 year and 30 year paper. Those are taxable ...

MBS

Friday, December 5th, 2008

There has been a significant about face in the mortgage market today as high coupons which have languished since the Federal Reserve announced that it will buy pass throughs have outshine their low coupon cousins. The most recent update that I have seen has FNMA 5s outperforming FNMA 5 1/2s ...

FDIC Bonds

Friday, December 5th, 2008

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More from HSBC On Fed and Economy

Friday, December 5th, 2008

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Swaps and Agency Spreads

Friday, December 5th, 2008

Agency spreads are unchanged in the 2year sector and 2 basis points wider in the 5 year sector. Ten year spreads are 5 basis points wider. Participants in that sector await the result of the Open Market Desk's initial helicopter ride through the market. I suspect the wider 10 year sector is ...