Comments on: New off-balance sheet rule: Little impact on Wells http://blogs.reuters.com/rolfe-winkler/2010/01/21/fas-1667-big-bark-but-no-bite-for-wells/ Option ARMageddon Tue, 14 Oct 2014 13:06:34 +0000 hourly 1 http://wordpress.org/?v=4.2.5 By: Titus http://blogs.reuters.com/rolfe-winkler/2010/01/21/fas-1667-big-bark-but-no-bite-for-wells/comment-page-1/#comment-4959 Sun, 24 Jan 2010 16:02:35 +0000 http://blogs.reuters.com/rolfe-winkler/?p=5071#comment-4959 I wonder how much for Bank of America, JPMorgan Chase, etc.. Sum-up everything-I think huge money will disappear.

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By: HF analyst http://blogs.reuters.com/rolfe-winkler/2010/01/21/fas-1667-big-bark-but-no-bite-for-wells/comment-page-1/#comment-4956 Sun, 24 Jan 2010 09:16:13 +0000 http://blogs.reuters.com/rolfe-winkler/?p=5071#comment-4956 Remember they bought Wachovia which was the biggest player in the commercial real estate segment. There’s probably a big chunk of the $900B there.

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By: John McLeod http://blogs.reuters.com/rolfe-winkler/2010/01/21/fas-1667-big-bark-but-no-bite-for-wells/comment-page-1/#comment-4832 Thu, 21 Jan 2010 19:32:48 +0000 http://blogs.reuters.com/rolfe-winkler/?p=5071#comment-4832 I suppose as long as the OMB is in denial everyone else gets to be in denial too. The consolidation wolf is well and truly at the door, but he can only enter if somebody sees him.

$2 trillion of off-balance-sheet stuff? But that’s insane.

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By: Tom Hickey http://blogs.reuters.com/rolfe-winkler/2010/01/21/fas-1667-big-bark-but-no-bite-for-wells/comment-page-1/#comment-4821 Thu, 21 Jan 2010 03:35:41 +0000 http://blogs.reuters.com/rolfe-winkler/?p=5071#comment-4821 “Though backed by taxpayers, the nearly $5.0 trillion worth of mortgages they guarantee aren’t included on Uncle Sam’s balance sheet.”

As I understand it, a lot of the MBS that the Fed purchased through QE are GSE, which is now on the Fed’s balance sheet. The Fed’s balance sheet is now over 2T, so there could be quite of bit of agency debt there.

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