Carry Trades: May Receive Boost Today After White House Move 2007-08-31 10:16:31 - TSF [02:16 Carry Trades: May Receive Boost Today After White House Move] Sydney, August 31: Some analysts feel that the Wall Street article stating that the White House plans to announce later today steps to relieve stressed US homeowners might give a lift to US asset markets and in turn to JPY-funded carry trades. The White House plans include allowing the FHA to guarantee loans for delinquent borrowers and to call on Congress to temporarily suspend a tax provision that is leaving some distressed homeowners with large tax bills. The WSJ says that Bush will announce an initiative, to be lead jointly by the US Treasury and Housing and Urban Development departments, to identify people who are in danger of defaulting over the next two years and work with lenders, insurers and others to develop more favorable loan products for those borrowers. Fears that as many as 2 million Americans may lose their homes over the next two years have been hanging like a dark cloud over the asset markets and these modest steps might be seen as the start of a concerted effort between the government and the Fed to address those concerns. Analysts also feel that there might be a coordinated effort by US authorities to ensure that this Friday won"t be a "black" or even dark Friday before the long weekend in the US. To this end it is likely that Bernanke will make an effort to soothe market fears in his speech at Jackson Hole later today. [email protected]]-[email protected][/email] 白宫也许今天晚上要发表这个声明, 给次贷困难户更好的优惠贷款, 并把一项税收政策取消. 可惜.... 刚才去洗澡, 没加澳日仓, 回来已经突破了:L