Amongst discussions we had last week, a growing concern over delinquencies within the subprime mortgage market raised its head. The $1.3 trillion subprime mortgage market, which is a bit more than a tenth of the overall US mortgage market, caters…
Tag Archives: New York
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Fed on US housing: “gradual” cooling becomes “substantial” cooling
- Topics
- LBO, private equity
Posted December 13th, 2006
The Fed’s FOMC policy statement released last night was notable for a significant downgrading of it’s assessment of the US housing market. In a world where economists look for even the smallest changes of emphasis in the wording of the…
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Those who have read Jim’s note of this morning will be aware that he and I spent the latter part of last week in New York. Whilst the US economy dominated many a meeting and conversation another prevalent theme and…
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Stefan and I had a research trip to see our New York counterparties at the end of last week. Two key themes emerged. Firstly, when we were there a year ago, many of the Wall Street strategists were cautious on…
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