Comments on: Credit Crisis Watch: Gaining Positive Traction http://www.investmentpostcards.com/2009/01/14/credit-crisis-watch-gaining-positive-traction/ Prieur du Plessis’s international investment blog Sun, 29 Jan 2012 22:06:48 +0000 hourly 1 http://wordpress.org/?v=3.1.1 By: Words from the (investment) wise 1.18.08 | The Big Picturehttp://www.investmentpostcards.com/2009/01/14/credit-crisis-watch-gaining-positive-traction/comment-page-1/#comment-8253 Words from the (investment) wise 1.18.08 | The Big Picture Sun, 18 Jan 2009 12:58:05 +0000 http://www.investmentpostcards.com/2009/01/14/credit-crisis-watch-gaining-positive-traction/#comment-8253 [...] Despite the interbank lending rates having declined from their peaks, banks have significantly curtailed the amount of money they are actually lending. The US Depository Institutions Aggregate Excess Reserves continue their ascent at levels far in excess of the amount that banks need to keep on deposit to meet their reserve requirements (see chart below). This measure indicates that the balance sheets of banks remain under pressure, especially in view of the fact that the value of some assets is not known. A peak in the Excess Reserves graph should coincide with a turning point in the recovery of banks. (Also see my post “Credit Market Watch“.) [...] [...] Despite the interbank lending rates having declined from their peaks, banks have significantly curtailed the amount of money they are actually lending. The US Depository Institutions Aggregate Excess Reserves continue their ascent at levels far in excess of the amount that banks need to keep on deposit to meet their reserve requirements (see chart below). This measure indicates that the balance sheets of banks remain under pressure, especially in view of the fact that the value of some assets is not known. A peak in the Excess Reserves graph should coincide with a turning point in the recovery of banks. (Also see my post “Credit Market Watch“.) [...]

]]> By: Yannhttp://www.investmentpostcards.com/2009/01/14/credit-crisis-watch-gaining-positive-traction/comment-page-1/#comment-8250 Yann Sun, 18 Jan 2009 09:58:35 +0000 http://www.investmentpostcards.com/2009/01/14/credit-crisis-watch-gaining-positive-traction/#comment-8250 Don't you think it is normal that CP spread, Agency spread fall as the FED is buying all the paper possible ?Is it a sign of improvement or a sign despear ? I vote for the latter Don’t you think it is normal that CP spread, Agency spread fall as the FED is buying all the paper possible ?

Is it a sign of improvement or a sign despear ?
I vote for the latter

]]> By: » Another Detailed Review of Credit Crisis Indicators from Prieur du Plessis Redfish Emerging Markets.com: Helping Good Investors Make Better Decisionshttp://www.investmentpostcards.com/2009/01/14/credit-crisis-watch-gaining-positive-traction/comment-page-1/#comment-8155 » Another Detailed Review of Credit Crisis Indicators from Prieur du Plessis Redfish Emerging Markets.com: Helping Good Investors Make Better Decisions Thu, 15 Jan 2009 16:09:05 +0000 http://www.investmentpostcards.com/2009/01/14/credit-crisis-watch-gaining-positive-traction/#comment-8155 [...] he posted a very detailed review of critical credit crisis indicators (link here), covering recent trends in the LIBOR (3-month), T-Bills (3 month), TED spread, LIBOR – OIS [...] [...] he posted a very detailed review of critical credit crisis indicators (link here), covering recent trends in the LIBOR (3-month), T-Bills (3 month), TED spread, LIBOR – OIS [...]

]]> By: MortgageNewsClips: CA Foreclosure Predicts, FDIC- Show Me the Money, John Burns, Kohn Speech, Finger Length and Testerone, Contra Trend, Jody Shenn, Toro Chart Series, Bottom is Near, 3.5 is Possible, Positive Traction, 3 more, IRA Has 4http://www.investmentpostcards.com/2009/01/14/credit-crisis-watch-gaining-positive-traction/comment-page-1/#comment-8132 MortgageNewsClips: CA Foreclosure Predicts, FDIC- Show Me the Money, John Burns, Kohn Speech, Finger Length and Testerone, Contra Trend, Jody Shenn, Toro Chart Series, Bottom is Near, 3.5 is Possible, Positive Traction, 3 more, IRA Has 4 Thu, 15 Jan 2009 00:57:11 +0000 http://www.investmentpostcards.com/2009/01/14/credit-crisis-watch-gaining-positive-traction/#comment-8132 [...] Credit Crisis Watch: Gaining Positive Traction - Posted by Prieur du Plessis -  a great collection of about a dozen charts showing where we stand - Investment Postcards from Capetown [...] [...] Credit Crisis Watch: Gaining Positive Traction – Posted by Prieur du Plessis -  a great collection of about a dozen charts showing where we stand – Investment Postcards from Capetown [...]

]]> By: Eduardo Mirahyeshttp://www.investmentpostcards.com/2009/01/14/credit-crisis-watch-gaining-positive-traction/comment-page-1/#comment-8101 Eduardo Mirahyes Wed, 14 Jan 2009 21:11:06 +0000 http://www.investmentpostcards.com/2009/01/14/credit-crisis-watch-gaining-positive-traction/#comment-8101 We have a small bounce ahead, then a free fall drop, especially in the DOW, which so far has held up so well. Once this completes get ready for the mother of all ralles. Expect the Dow up at least 82% by Sept/Oct before the first sell-off.Eduardo Mirahyes We have a small bounce ahead, then a free fall drop, especially in the DOW, which so far has held up so well. Once this completes get ready for the mother of all ralles. Expect the Dow up at least 82% by Sept/Oct before the first sell-off.

Eduardo Mirahyes

]]> By: Rick Mayorhttp://www.investmentpostcards.com/2009/01/14/credit-crisis-watch-gaining-positive-traction/comment-page-1/#comment-8098 Rick Mayor Wed, 14 Jan 2009 16:23:06 +0000 http://www.investmentpostcards.com/2009/01/14/credit-crisis-watch-gaining-positive-traction/#comment-8098 Awesome wrap-up. This is incredibly useful information. A thousand thanks again for all the great work you do!Rick Awesome wrap-up. This is incredibly useful information. A thousand thanks again for all the great work you do!

Rick

]]> By: Steven Kopits, Princeton, New Jerseyhttp://www.investmentpostcards.com/2009/01/14/credit-crisis-watch-gaining-positive-traction/comment-page-1/#comment-8097 Steven Kopits, Princeton, New Jersey Wed, 14 Jan 2009 14:14:20 +0000 http://www.investmentpostcards.com/2009/01/14/credit-crisis-watch-gaining-positive-traction/#comment-8097 Great post. I wish you could update these graphs for us every week.On a related note: China's power consumption is down 9.6% in November from a year earlier. As GDP and power consumption are closely related, does this not imply that China is actually experiencing an acute recession? Great post. I wish you could update these graphs for us every week.

On a related note: China’s power consumption is down 9.6% in November from a year earlier. As GDP and power consumption are closely related, does this not imply that China is actually experiencing an acute recession?

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