Comments for Across the Curve http://acrossthecurve.com A daily bond market chronicle Wed, 08 Sep 2010 04:43:57 +0000 http://wordpress.org/?v=2.9.1 hourly 1 Comment on The Truth Shall Set You Free! by Summer Rerun: Why the Happy Talk About the Credit Crisis? « naked capitalism http://acrossthecurve.com/?p=675&cpage=1#comment-16523 Summer Rerun: Why the Happy Talk About the Credit Crisis? « naked capitalism Wed, 08 Sep 2010 04:43:57 +0000 http://acrossthecurve.com/?p=675#comment-16523 [...] report yesterday that banks were fudging on their reporting of Libor is making maters worse. From Across the Curve: I have related the thoughts of a money market trader at a large shop who has been modestly [...] [...] report yesterday that banks were fudging on their reporting of Libor is making maters worse. From Across the Curve: I have related the thoughts of a money market trader at a large shop who has been modestly [...]

]]> Comment on MBS Relative Value Via the Federal Reserve by alephblog » Blog Archive » Name Your Poison http://acrossthecurve.com/?p=8869&cpage=1#comment-16502 alephblog » Blog Archive » Name Your Poison Tue, 29 Jun 2010 00:54:01 +0000 http://acrossthecurve.com/?p=8869#comment-16502 [...] the end of the Quantitative Easing from the Fed.  Together with the Treasury they already own over 30% of all 30-year GSE-conforming mortgages, if not more.  What?  Do we want the government to absorb every bad debt?  Where is the [...] [...] the end of the Quantitative Easing from the Fed.  Together with the Treasury they already own over 30% of all 30-year GSE-conforming mortgages, if not more.  What?  Do we want the government to absorb every bad debt?  Where is the [...]

]]> Comment on Negative Convexity by alephblog » Blog Archive » Ten Points — Mainly About the Debt Markets http://acrossthecurve.com/?p=5916&cpage=1#comment-16501 alephblog » Blog Archive » Ten Points — Mainly About the Debt Markets Tue, 29 Jun 2010 00:52:30 +0000 http://acrossthecurve.com/?p=5916#comment-16501 [...] Mortgage bond/supply hedging. (also one, two) [...] [...] Mortgage bond/supply hedging. (also one, two) [...]

]]> Comment on Bond Market Close June 04 2009 by alephblog » Blog Archive » Monetary Policy is Loose — The Yield Curve is Steep http://acrossthecurve.com/?p=6030&cpage=1#comment-16500 alephblog » Blog Archive » Monetary Policy is Loose — The Yield Curve is Steep Tue, 29 Jun 2010 00:52:15 +0000 http://acrossthecurve.com/?p=6030#comment-16500 [...] Bond Market Close June 04 2009 [...] [...] Bond Market Close June 04 2009 [...]

]]> Comment on Corporate Bonds by alephblog » Blog Archive » The Biggest, Baddest Bubble of Them All http://acrossthecurve.com/?p=2012&cpage=1#comment-16499 alephblog » Blog Archive » The Biggest, Baddest Bubble of Them All Tue, 29 Jun 2010 00:45:59 +0000 http://acrossthecurve.com/?p=2012#comment-16499 [...] Areas where the government isn’t intervening are still under stress.  When Verizon has to offer nearly 5% over Treasuries to get $3.25 billion of financing, that is stress. [...] [...] Areas where the government isn’t intervening are still under stress.  When Verizon has to offer nearly 5% over Treasuries to get $3.25 billion of financing, that is stress. [...]

]]> Comment on Butterfly Trade by Bond crash/course: Yield curve « self-evident http://acrossthecurve.com/?p=923&cpage=1#comment-16482 Bond crash/course: Yield curve « self-evident Thu, 22 Apr 2010 03:50:10 +0000 http://acrossthecurve.com/?p=923#comment-16482 [...] is one of Jansen’s pet favorites, the “butterfly spread”. He summarizes it here. You can read his explanation, or you can do this: Add the 2-year yield to the 30-year yield and [...] [...] is one of Jansen’s pet favorites, the “butterfly spread”. He summarizes it here. You can read his explanation, or you can do this: Add the 2-year yield to the 30-year yield and [...]

]]> Comment on History Lesson by ejsmith http://acrossthecurve.com/?p=10464&cpage=1#comment-16475 ejsmith Fri, 26 Mar 2010 20:07:21 +0000 http://acrossthecurve.com/?p=10464#comment-16475 I miss your blog Mr. Jansen. I hope things are going well in your new endeavor. Is anyone else doing something similar to what you were trying to accomplish with this blog? If you have a little time, I would love to hear your opinion of the current state of affairs in the Treasury market. I miss your blog Mr. Jansen. I hope things are going well in your new endeavor. Is anyone else doing something similar to what you were trying to accomplish with this blog?

If you have a little time, I would love to hear your opinion of the current state of affairs in the Treasury market.

]]> Comment on Discount Window Borrowings: $262 Billion by vokalerru http://acrossthecurve.com/?p=1710&cpage=1#comment-16471 vokalerru Sat, 20 Feb 2010 15:24:25 +0000 http://acrossthecurve.com/?p=1710#comment-16471 ....не плохо В этом что-то есть. Теперь стало всё ясно, большое спасибо за помощь в этом вопросе. По моему мнению Вы допускаете ошибку. Давайте обсудим. Пишите мне в PM. А есть похожий аналог? Вместо того чтобы критиковать лучше пишите свои варианты. ….не плохо
В этом что-то есть. Теперь стало всё ясно, большое спасибо за помощь в этом вопросе.
По моему мнению Вы допускаете ошибку. Давайте обсудим. Пишите мне в PM.
А есть похожий аналог?
Вместо того чтобы критиковать лучше пишите свои варианты.

]]> Comment on History Lesson by PrefBlog » Blog Archive » Across the Curve Removed from BlogRoll http://acrossthecurve.com/?p=10464&cpage=1#comment-16470 PrefBlog » Blog Archive » Across the Curve Removed from BlogRoll Tue, 16 Feb 2010 16:34:11 +0000 http://acrossthecurve.com/?p=10464#comment-16470 [...] Across the Curve has ceased publication as John Janssen, the author, has gone over to the dark side. [...] [...] Across the Curve has ceased publication as John Janssen, the author, has gone over to the dark side. [...]

]]> Comment on History Lesson by John Jansen http://acrossthecurve.com/?p=10464&cpage=1#comment-16469 John Jansen Tue, 16 Feb 2010 01:33:24 +0000 http://acrossthecurve.com/?p=10464#comment-16469 I did fail to thank him but wrote to him personally and apologized. He is a gentleman and was instrumental in the success of the blog. I did fail to thank him but wrote to him personally and apologized. He is a gentleman and was instrumental in the success of the blog.

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