{"id":105445,"date":"2009-12-27T09:35:36","date_gmt":"2009-12-27T14:35:36","guid":{"rendered":"http:\/\/mortgagenewsclips.com\/2009\/12\/27\/predictions-part-1-chris-whalen-dave-lykken-doug-kass-regulation-helicopter-bill-conerly-dave-goldman-david-kotok-gillian-tett-b-of-a-merrill\/"},"modified":"2009-12-27T09:35:36","modified_gmt":"2009-12-27T14:35:36","slug":"predictions-part-1-chris-whalen-dave-lykken-doug-kass-regulation-helicopter-bill-conerly-dave-goldman-david-kotok-gillian-tett-b-of-a-merrill","status":"publish","type":"post","link":"https:\/\/mereja.media\/index\/105445","title":{"rendered":"Predictions Part 1: Chris Whalen, Dave Lykken, Doug Kass, Regulation, Helicopter, Bill Conerly, Dave Goldman, David Kotok, Gillian Tett, B of A Merrill"},"content":{"rendered":"

\"bill-coppedge-dec09-1\"<\/a> \"original<\/a> <\/p>\n

 <\/p>\n

\"inst-risk-analyst1\"<\/a> <\/p>\n

Predictions for 2010: The Best is Yet to Come<\/strong> – Christopher Whalen – … The first issue we see in 2010 is “completing the transition into a new reality … The bulk of Option-ARM reset dates are in the still to come in 2010 and 2011 bucket. The reality is that these loans were never meant to survive the reset. … The second issue related to the first point will be the peak of loss experience for some US banks as the credit cycle plays out during 2010. … The third trend we see emerging in 2010 is the unwinding of the welfare state.<\/strong> … has other thoughts – The Institutional Risk Analyst<\/a><\/p>\n

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\"mortgage-orb\"<\/a> <\/p>\n

A Preview Of 2010 In Mortgage Banking –<\/strong> BY DAVID LYKKEN – topics covered include: Warehouse woes, Capital requirements, Regulations galore, Technology issues, Sales and marketing<\/strong> – MortgageOrb<\/a>  <\/p>\n

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\"barrons\"<\/a> <\/p>\n

these are wild has list – Doug Kass\u2019 2010 Predictions<\/strong>: Goldman Goes Private, Buffett Steps Down and Tiger\u2019s Back – By Randall Forsyth – Seabreeze Partners\u2019 Doug Kass today is expanding on his outlook articulated in a recent Barron\u2019s interview (\u201dSkeptical Growth Will Take Root,\u201d Dec. 14), notably about rising populist fervor in the land. One outcome he sees is Goldman Sachs\u2018 (GS) deciding it no longer wants to be a public punching bag and will revert to private status. – Barron’s<\/a>   
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\"wsj-deals\"<\/a> <\/p>\n

In 2010, Year of the Regulator<\/strong> – By DENNIS K. BERMAN – Get Ready for More Rules on Finance\u2014If Anyone Survives the D.C. Battle  – … “This is the rerun of the 1930s, when most of the important regulatory agencies were organized in the United States,”<\/strong> said Timothy Ryan, chief executive of the Securities Industry and Financial Markets Association, a Wall Street trade group. … – WSJ Deals<\/a> <\/p>\n

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\"helicopter\"<\/a> <\/p>\n

you need to read this – Why Interest Rates Will Rise in 2010<\/strong> – … The yield spread between 30-year treasuries and the 3-month t-bill has gotten to around 4.50%. This is much larger than normal. The spread was even bigger this June and in 1992. In the last two recessions in the early 1990s and 2000s, yield spreads didn’t peak until about 18-months after the recession was over.<\/strong> They already got to those previous peak levels this June, during the recent recession. This indicates that the peak in the current cycle is going to be higher than it was previously.<\/strong>  … – The Helicopter Economics Investing Guide<\/a>
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\"billcon1\"<\/a> \"businomics\"<\/a> <\/p>\n

New Economic Forecast for 2010 and 2011<\/strong> – Bill Conerly – With the GDP revision today I touched up my economic forecast for 2010 and 2011.  Not much has changed, but it’s worth emphasizing the uncertainty that inventories play in the outlook. – lots of charts –<\/strong> Businomics Blog<\/a>
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\"inner-workings-asia-times\"<\/a> <\/p>\n

Dave\u2019s Top 10 Reasons to Expect the Yield Curve to Flatten –<\/strong> By David Goldman – Inner Working Blog at Asia Times<\/a> <\/p>\n

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\"cumberland1\"<\/a> <\/p>\n

2010: The Year to Focus on Sovereign Debt<\/strong> – David Kotok –  Abstract: Sovereign debt is likely to be the big headline issue for 2010.<\/strong>  This commentary will look at some debt-related issues of Greece and California in their two respective currency zones and then discuss our view of sovereign debt markets for 2010, particularly with respect to the US dollar and euro currency zones.<\/strong> Some strategy guidance for portfolio management of debt will wrap things up. – Cumberland Advisors<\/a> <\/p>\n

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\"ft\"<\/a> <\/p>\n

Bankers fear sovereign risk in 2010<\/strong> – By Gillian Tett – … Until quite recently, this was not something that banks worried much about in the western world, since it was widely assumed that the credit standing of European countries and the US was ultra secure.<\/strong> … – FT.com<\/a>
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\"bank-investment-consultant\"<\/a> <\/p>\n

Bank of America Merrill Lynch Offers 2010 Predictions<\/strong> – By Dan Seymour, Bond Buyer – … 1.  BofA Merrill’s economists see the global economy surprising investors next year with robust growth.<\/strong> While the International Monetary Fund has forecast global expansion of 3.1%, BofA Merrill foresees growth closer to 4.4%. 
2.  BofA Merrill does not see the expansion in output sparking inflation<\/strong>, and expects the Federal Reserve to keep its target for short-term interest rates close to zero throughout 2010.
3.  However, the global expansion will force up long-term rates on bonds<\/strong> as a cheerier outlook for the economy increases demanded returns, BofA Merrill said.
Bank Investment Consultant<\/a><\/p>\n

\n<\/img><\/a> <\/img><\/a> <\/img><\/a> <\/img><\/a>\n<\/div>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

  Predictions for 2010: The Best is Yet to Come – Christopher Whalen – … The first issue we see in 2010 is “completing the transition into a new reality … The bulk of Option-ARM reset dates are in the still to come in 2010 and 2011 bucket. The reality is that these loans were […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[],"class_list":["post-105445","post","type-post","status-publish","format-standard","hentry","category-news"],"_links":{"self":[{"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/posts\/105445","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/comments?post=105445"}],"version-history":[{"count":0,"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/posts\/105445\/revisions"}],"wp:attachment":[{"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/media?parent=105445"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/categories?post=105445"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/tags?post=105445"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}