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A Man of Wealth and Taste
 
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Join Date: Dec 2002
Location: Out there somewhere beyond the doors of perception
Posts: 51,063
Quote:
Originally Posted by jyl View Post
I’m as interested in the financial, economic and market implications of the virus, as in the medical and epidemiological aspects.

So I’m starting this thread. Ready, aim, post at will!

I’ll get us started:

https://www.bloomberg.com/news/articles/2020-03-29/mortgage-bankers-ask-sec-to-save-them-from-wave-of-margin-calls

TL-DR Fed buying huge amounts of MBS to save that market from blowing up but it may be backfiring.
Unfortunately you are behind the Eight Ball...about 12 years behind.

To reiterate one more time.

Americans are NOW OUTA WORK from those low paying Service jobs..they HAVE NO SAVINGS LIVING PAY CHECK T PAY CHECK, and are in DEBT up their eyeballs just to make ends meet. So being outa work and having no money they can not pay the Mortgage Payment, Credit Car and or the Car Payment let alone the Student loans. So the Banks who are holding the Paper and having Packaged it as Derivatives are left holding the bag. Couple that with the Corporate debt and Commercial RE Loans and the Corporations are looking shaky...Why even FORD has has it's Debt down graded to near JUNK Bond status.. BBB. Many corporations like BOEING borrowed money to BUY BACK STOCK, while the Execs sold off their own shares as the Equity prices rose...now that they are in trouble they want a Govt BAILOUT> Then we come to the UNDERFUNDED Pension Plans that NEED an 8% ROI to stay solvent...the only place to get that kind of return is in Equities which have just crashed.

So the FED in response has set about BUYING EVERYTHING TO BAIL EVERYBODY OUT...in one week the FED added 1,000,000,000,000.00 to their Balance sheet standing at around 5.3T... They are going to be adding another 4,000,000,000,000.00 to the balance sheet bringing it to North of 9,000,000,000,000.00. They are in essence MONETIZING THE DEBT which is turning the USD in CONFETTI....

Meanwhile the Congress has passed a 2,000,000,000,000.00 Bail Out Bill, with call for and talks beginning of ANOTHER BIG stimulus bill...That is on top of the 23,600,000,000,000.00 UP FRONT US debt which does NOT included Unfunded Entitilement Liabilities or State and Local Debt.

Your are screwed...without even a reach around...
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Old 03-29-2020, 07:09 PM
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