U.S. Financials 2008 Outlook: Part II - Valuation- Bonds/CDS & Stocks - Sector Outlook - 2008/01/08 - CreditSights

Report title: U.S. Financials 2008 Outlook: Part II - Valuation- Bonds/CDS & Stocks

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17268 word report published Jan 08, 2008

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Abstract: In Part II of our multi-part U.S. Financial Services Outlook we drill deeper into credit instrument and stock valuations. Stressed mortgage markets and rating agency reversals on formerly bullish calls lead to spread opportunities.

Brief Excerpt: U.S. Financials 2008 Outlook: Part II - Valuation- Bonds/CDS & Stocks Marketweight on U.S. Financial bonds/cds For bonds/cds: Marketweights on Big Banks, Regional/Midsized Banks; overweight Big Brokers; underweight Specialty Finance...

Report Type: Sector Outlook
Source: CreditSights Inc
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