What the Sell-Off in Treasuries Means for Your Mortgage
marketwatch.com
marketwatch.com“In the decade before 2022,” the Oaktree authors lead off, “many sponsor- backed companies financed leveraged buyouts by borrowing heavily in the broadly syndicated loan and private cred- it markets—and the majority of this debt had floating rates.” Naturally, the 500 basis-point jump in reference rates spells higher borrowing costs for the unhedge... See more
The story going into FOMC tomorrow: The Fed needs to lower rates because the US needs to roll over $8-9 trillion of debt in 2025.
Rolling over $8-9 trillion at 2025’s higher rates (e.g., 4-5% vs. 1-2% pre-2022) increases interest expenses, projected at $1.1 trillion for 2024 and rising. This crowds out other spending, as interest now exceeds milita... See more
Rolling over $8-9 trillion at 2025’s higher rates (e.g., 4-5% vs. 1-2% pre-2022) increases interest expenses, projected at $1.1 trillion for 2024 and rising. This crowds out other spending, as interest now exceeds milita... See more
MartyParty • Tweet
Dramatic actions taken by companies, as opposed to broad challenges posed by difficult industrial or economic climates, can trigger unwarranted selling pressure.
John Neff • John Neff on Investing
In a 2022, “Real Estate Guys Radio” show, hosts Robert Helms and Russell Gray interview syndication attorney Gene Trowbridge. Gene reported that according to Securities Exchange Commission (SEC) data for the prior 12-month period, syndication transaction volume reached $1.8 trillion, which was 3x more than all initial public offerings (i.e.: stock
... See moreJohn Michailidis • Strategic Planning and Investing for Individuals
In other words, while there is significant foreign demand for dollars (especially to service the aforementioned dollar-denominated debts), there is not a big foreign demand for Treasuries. That’s a key distinction, and that’s what generally happens when the dollar is strong. When the dollar starts rising into a spike, foreigners hold less and less
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