Tuesday, July 18th, 2017
This is an interesting piece from Robert Sinche at Amherst Pierpont on the changing relationship between US 10 year and Eurpean govies on a hedged basis. The US is looking less attractive.
Via Robert Sinche at Amherst Pierpont Securities:
One of the persistent sources of support for US Treasury debt, particularly at ...
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Monday, July 17th, 2017
Via Bloomberg:
CMBS Monthly Late-Pays Spike Most in Six Years, Still Low: Fitch
2017-07-17 15:49:57.920 GMT
By Adam Tempkin
(Bloomberg) -- U.S. CMBS loan delinquencies increased 22bps
to 3.72% in June from 3.50% a month earlier, the largest month-
over-month spike in six years, Fitch said in a statement.
* This represented largest monthly increase in delinquencies
since ...
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