信用収縮

CNBC: Lending Coming To A Halt?

  • 日本語でいう「貸し渋り」が頂点に達している模様。

credit appears to be tightening for restaurant franchisees as well. Last week Bank of America declined to increase lending on existing loans to McDonald's franchisees.

  • バンカメがマクドへの追加融資を断ったそうな。
  • だがまてよ...

FT: CDS report: Big Mac and fried in the US

One broker quoted McDonald’s CDS at about 26.5 basis points, compared with 30bp for the US, on Friday morning and another desk quoted both about 25bp. The picture has worsened since the news that politicians and public servants in Washington failed to seal a financial bail-out deal on Thursday night. McDonald’s closed at 28bp versus 25bp for the US on Thursday, according to Markit.

  • CDS市場では、米国国債よりマクド社債のほうが高く評価されているのである...
  • つまり、バンカメは米国債もこれ以上は買わないということ?(まさかね...