refinancing
Discussion centered on refinancing pressures from both the private sector and the U.S. Treasury as rates stay high. Bloomberg reported Mercer aims to cut borrowing costs by refinancing private debt with a $1.65 billion leveraged loan 1. Walter Bloomberg highlighted a drop in U.S. mortgage refinancing applications as mortgage rates neared 7% 3. The Kobeissi Letter warned of a “massive refinancing wave” for U.S. government debt at higher costs given large near-term maturities and potential rate hikes 5. Harley Bassman noted mortgage “recouponing” as higher-coupon production replaces low-coupon bonds, with refinancing one driver of low-coupon paydowns 2.
From the window to Sep 18, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position this week.
Mentions
2 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Peter Boockvar 1 mention
- Bloomberg 1 mention
- Dan Nathan 1 mention
See what your own voices say about refinancing, every morning.
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