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CRISIS ECONOMICA INTERNACIONAL

CRISIS ECONOMICA INTERNACIONAL. DESEQUILIBRIOS MACROECONOMICOS DE USA: TWIN DEFICIT. TASAS DE CRECIMIENTO DE LA ECONOMIA MUNDIAL. INFLACION MUNDIAL. DESEQUILIBRIOS GLOBALES (II). DESEQUILIBRIOS GLOBALES (I). COMMODITIES. CDO STRUCTURE AND MAIN PLAYERS. MORTGAGE INSURERS (FHA, MGIC, AIG)

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CRISIS ECONOMICA INTERNACIONAL

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  1. CRISIS ECONOMICA INTERNACIONAL

  2. DESEQUILIBRIOS MACROECONOMICOS DE USA: TWIN DEFICIT

  3. TASAS DE CRECIMIENTO DE LA ECONOMIA MUNDIAL

  4. INFLACION MUNDIAL

  5. DESEQUILIBRIOS GLOBALES (II)

  6. DESEQUILIBRIOS GLOBALES (I)

  7. COMMODITIES

  8. CDO STRUCTURE AND MAIN PLAYERS MORTGAGE INSURERS (FHA, MGIC, AIG) BOND INSURERS (MBIA, AMBAC, Radian) ADMIN SERVICING ASSET ORIGINATORS (Banks, Mortgage brokers, Insurance Co ´s, etc) LIABILITIES TRANCHES: Senior Mezzanine Equity (puede incluir ABCP) ASSETS: RMBS, Corp. Bonds, Leveraged loans, credit cards, swaps, etc CDO/SIV/CSO CONDUIT (Assets managers) INVESTMENT BANK Design Prospectus Underwriting Sales INVESTORS FI Fund Mgrs, Insurance Co´s, Pension Funds, Hedge Funds, Banks CREDIT RATING AGENCIES (S&P, Moodys, Fitch)

  9. EMISION DE PRODUCTOS ESTRUCTURADOS

  10. STOCK DE PRODUCTOS ESTRUCTURADOS

  11. MATRYOSHKA – MUÑECA RUSA High grade structured-finance CDO Subprime mortgage loans Subprime mortgage bonds CDO-squared Mezzanine structured-finance CDO

  12. ¿QUIEN COMPRA LOS CDOs?

  13. ACTIVIDAD ECONOMICA: MERCADO INMOBILIARIO

  14. SPREAD DE CDOS Y PERDIDA DE CALIFICACION

  15. BANCOS INTERNACIONALES

  16. MONITOREO SUBPRIME

  17. MONITOREO SUBPRIME (II)

  18. MONITOREO SUBPRIME (III)

  19. MERCADO DE ACCIONES: ESTADOS UNIDOS

  20. MERCADO DE ACCIONES: EUROPA Y JAPON

  21. MERCADO DE ACCIONES: EMERGENTES

  22. EUROPA: ACTIVIDAD ECONOMICA

  23. BONOS SOBERANOS- MACRO

  24. BONOS SOBERANOS- MACRO II

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