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Accrued Interest

Accrued Interest provides unique, expert insight to developments in the U.S. bond market. It is written by an anonymous professional working in the field.

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Accrued Interest's Latest Articles | 118

Financial Regulation: How Would You Have It Work?

Nov 3, 2009| 

Yesterday myself and several other financial bloggers got the chance to meet with several senior Treasury officials, including the Secretary himself. It was a fascinating... Read »

Is Contingent Capital the Cure of the Too Big to Fail Problem?

Oct 29, 2009| 

Monday’s report on CNBC is that Congress is nearing a bill on new financial regulations aimed at the Too Big to Fail problem. The details are vague, but the... Read »

The Dollar Gets Weaker, Bond Yields Fall?

Oct 27, 2009| 1

Call me a sucker for the classics. Be it the original trilogy, the old Kenner figures, the “Nyub Nyub” song at the end of Jedi, or the classic theories... Read »

Some Big Banks Still Struggling to Keep Up with Loss Reserves

Oct 22, 2009| 

With most of the big banks having reported 3Q earnings I wanted to take a look at how we’re progressing with loss reserves. Unfortunately, I did not find good... Read »

Technical Analysis of the 10-Year Treasury Oct 16, 2009

Oct 16, 2009| 

I’ve decided to start a new regular segment on Accrued Interest doing technical analysis of the 10-year Treasury. I’m planning on doing this about weekly,... Read »

Delinquencies Are Slowing, But Losses Are Still Growing

Oct 15, 2009| 

Here is my take on bank earnings reports. I’m coming at this from a bond guy’s perspective, so I’m a little less worried about whether certain... Read »

Municipal Bonds: As Clumsy As it is Stupid

Oct 14, 2009| 1

Municipal bonds are getting crushed again today. 10-year MMD was cut 13bps today after being cut 11bps yesterday. That’s something like -2 points in price... Read »

The New Money Creation

Oct 13, 2009| 

I received numerous e-mails and comments in response to Friday’s piece, many of which were very reasonable critiques, all of which I appreciated. One basic question... Read »

This Isn’t a Conspiracy, It’s Simple Math

Oct 9, 2009| 

I’m going to give you series of number pairs. Don’t worry about what they are, I don’t want you to bring any biases into this. Just consider the... Read »

Is Unemployment the Key Driver of Recent Delinquencies?

Oct 6, 2009| 

Last week I wrote about my disdain for the Payrolls statistic. Basically I argued that its always been a lagging indicator so why does it result in such a large... Read »

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