CDS of ABS: The Future is Now. Moderator: Michael Swenson, Goldman Sachs Panelists: Zain Abdullah, Calyon Josh Anderson, Pimco Michael Knopf, MBIA Nunzio Masone, Alladin Capital Management Scott Eichel, Bear Stearns.
Moderator:Michael Swenson, Goldman SachsPanelists:Zain Abdullah, Calyon Josh Anderson, PimcoMichael Knopf, MBIANunzio Masone, Alladin Capital ManagementScott Eichel, Bear Stearns
Audience Makeup:My current involvement in CDS could be described as follows:a. Have already transacted in ABS CDSb. Have not transacted in ABS CDS, but am considering itc. Will probably not transact in ABS CDS
What is the cash-CDS basis and what has it been doing?Have CDS spreads lead cash spreads or vice versa? How have market technicals been impacted by the growth of this market?
Audience Survey: address prior to participating in the ABS CDS or ABX market?What is your outlook on housing for 2006?A) Prices up 10% or moreB) Prices up 0 to 10% C) Prices FlatD) Prices down 0 to 10%E) Prices down 10% or more