Bruce Krasting's blog

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FHLBs - Errata





Yeah, yeah, yeah....

 
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Where's Sarkozy When We Need Him?





We may be in for more action this weekend.

 
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The ECB is Living in "Weak Town"





Random thoughts on the FX market.

 
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NO FX?





There is more to come in the drama called "EU".

 
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It's One of Three Doors





Which door will it be?

 
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Sarkozy Will Get “Stuffed”





Get ready. Something big is coming our way.

 
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The Yen Did It?





I can't wait to find out what happened. Just a guess.

 
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CBs to the Rescue?





Just guessing what happens next.

 
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FDIC Takes a Whack in P.R. – Agencies Next?





Why are the D.C. lenders "overweight" Puerto Rico?

 
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Goldman a Criminal? What's the Charge?





Just connecting the dots. You tell me.

 
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Size Buyer now a Size Seller





Where were you on March 4th? It was an important date in history. It might just have been a tipping point.

 
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FHFA's DeMarco on the FHLB's - Ugly





What's another $100b matter at this point?

 
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Did Josh Birnbaum Make a Slip? Did the Senators Catch It?





I think he did.

 
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A Quarter Trillion Slugs To Die?





Yes that's right. I expect 200+ billion Slugs to die over the next three years. It might cause interest rates to rise a bit (more). Another buyer bites the dust.

 
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USA Vs. GS - Pot Calls Kettle Black?





The Abacus deal stunk. But there were other deals that were even worse. This train wreck for investors could have been avoided. Instead, everyone just closed their eyes.

 
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