naked capitalism Wed 2009-08-26 16:18 EDT

Guest Post: A Plunge in Foreign Net Capital Inflows Preceded the Break in US Financial Markets

Jesse

Served by Jesse of Le Café Américain The peak of foreign capital inflows into the US was clearly seen in the second quarter of 2007, just before the crisis in the US that has rocked its banking system and driven it deeply into recession. Are the two events connected? Had the US become a Ponzi scheme that began to collapse when new investment began to wane, and the growth of returns could not be maintained? Watch the dollar and the Treasury and Agency Debt auctions for any further signs of capital flight, which is when those net inflows of foreign capital turn negative. And if for some reason the unlikely happens and it gains momentum, the dollar and bonds and stocks can all go lower in unison, and there...

break; financial market; Foreign Net Capital Inflows Preceded; Guest Post; naked capitalism; plunge.

Fri 2009-07-24 00:00 EDT

Freddie Pressured Over Accounting Disclosure

Freddie Mac disputes information disclosure suppressed by regulator Federal Housing Finance Agency (FHFA)

account disclosures; Freddie Pressured.

Tue 2009-06-16 00:00 EDT

naked capitalism: Guest Post: The Rating Agency Scapegoating Catch 22

Guest Post; naked capitalism; Rating Agency Scapegoating Catch 22.

Tue 2009-04-21 00:00 EDT

Jesse's Café Américain: Mr. Pot Calling Mr. Kettle. Mr. Pot Calling Mr. Kettle.

Jesse's Café Américain: Mr. Pot Calling Mr. Kettle. Mr. Pot Calling Mr. Kettle.; Blackstone CEO Steve Schwarzman blames rating agencies; ``The destruction of the real wealth was in the bubble when the middle class was systematically destroyed. This is just the settling of accounts. What we are seeing now is the paint peeling off the rotten economy which the financiers created for their personal benefit.''

Jesse's Café Américain; Mr. Pot Calling Mr. Kettle.

Tue 2009-04-21 00:00 EDT

Jesse's Café Américain: Overseas Private Investors Sell US Financial Assets

Jesse's Café Américain: Overseas Private Investors Sell US Financial Assets; Foreign central banks continued to purchase Treasuries while shedding agency debt. This is largely in support of currency pegs for industrial policy and homage from client states like Saudi Arabia.

financial assets; Jesse's Café Américain; Overseas Private Investors Sell.

Wed 2009-04-01 00:00 EDT

William K. Black: The Two Documents Everyone Should Read to Better Understand the Crisis

credit rater rebuffed by rating agency senior management; FBI reports endemic lender-initiated mortgage fraud

better understand; Crisis; documentation; reads; William K. Black.

Fri 2008-11-07 00:00 EST

Brad Setser: Follow the Money >> Blog Archive >> Foreign central banks seek safety; the Fed, by contrast ...

Brad Setser: Follow the Money >> Blog Archive >> Foreign central banks seek safety; the Fed, by contrast ... ; foreign central banks added Treasuries, dumped Agencies; 2008-10-16

blogs Archive; Brad Setser; contrast; Fed; follows; Foreign central banks seek safety; money.

Fri 2008-11-07 00:00 EST

The Tax Foundation - Transit Agencies in Bind Due to SILO Deals and AIG Collapse

by Joseph Henchman; Federal Officials Encouraged Leasebacks, Then Made Them Worthless for Creditors

AIG Collapse; bindings; SILOs deals; Tax Foundation; transit agency.

Tue 2008-10-28 00:00 EDT

naked capitalism: S&P: "We'd Do a Deal Structured by Cows" And Other Rating Agency Dirty Linen

naked capitalism: S&P: "We'd Do a Deal Structured by Cows" And Other Rating Agency Dirty Linen

cows; deal structure; naked capitalism; P; Rating Agency Dirty Linen; s.

Tue 2008-06-24 00:00 EDT

naked capitalism: SEC Takes Chapter From Pontius Pilate on Rating Agency Regulation

SEC avoids question of rating agencies' culpability in the credit crisis

naked capitalism; Pontius Pilate; Ratings Agency Regulations; SEC Takes Chapter.

Wed 2008-05-21 00:00 EDT

naked capitalism: Defective Moody's Program Issues Billions of Erroneous Aaas

"banks have rogue traders,...rating agencies have rogue computer models"

Defective Moody's Program Issues Billions; Erroneous Aaas; naked capitalism.

Thu 2008-01-31 00:00 EST

Goode Value Investing Blog >> Bill Ackman's Letter to Rating Agencies Regarding Bond Insurers

MBIA, Ambac

Bill Ackman s letters; bond insurer; Goode Value Investing Blog; Rating Agencies.

Fri 2007-11-16 00:00 EST

naked capitalism: Rating Agencies Created Incentives to Issue Paper More Profitable for Them to Rate

Einhorn on credit; rating agencies compromised; securitization flawed; charging too little for risk-bearing; rating agencies have privileged access to deal data; artificial securitization bias

issues papers; naked capitalism; profits; rate; Rating Agencies Created Incentives.

Thu 2007-09-27 00:00 EDT

Calculated Risk: Who Should Pay the Rating Agencies?

comparison to FICO, consumer credit scores; lenders seen "going out of their way to make sure those reports didn't tell the whole picture"

Calculated Risk; pay; Rating Agencies.

Sun 2007-09-23 00:00 EDT

FNM: Message Board for Fannie Mae - InvestorVillage

Fannie Mae - Goldmans Quasi-Monopoly Earnings Report - FNM - InvestorVillage; Goldman-Sachs alumni running government, regulatory agencies

Fannie Mae; FNM; InvestorVillage; messaging board.

Tue 2007-05-08 00:00 EDT

Think Progress >> White House Politicization of Federal Agencies

federal agency; Think Progress; white house Politicization.