Thursday, September 20, 2012

Friday September 21 Housing and Economic stories



TOP STORIES:

Greek unemployment surges to 24.4 percent in June, police step up protests - (www.washingtonpost.com) Thousands of police marched through Athens on Thursday, chanting “thieves, thieves” and carrying black flags, to oppose planned pay cuts under a huge new austerity package meant to save Greece from defaulting on its mountain of debt. The 4,000 protesters, who also included firefighters and coast guard officers, lit flares, blared spray-can horns, and set up mock gallows outside parliament. The peaceful anti-government demonstration came amid deepening social gloom as official figures showed Greece’s unemployment rate surged to 24.4 percent in June, including more than 1.2 million people out of work, many of them youths.

Prepare For The Coming Housing Collapse Part Two - (www.businessinsider.com)  The supply of repossessed properties for sale has been intentionally constricted by the servicing banks, the GSEs and by HUD.  So buyers have been forced to turn more to short sale listings as well as to non-distressed properties.  Remember, many are all-cash investors who have been lured from Canada, California and just about every other state for several years by the collapsed prices in Phoenix. That is why short sale listings plunged from 11,000 in January 2011 to under roughly 1,000 in July 2012 .  This has pushed the average price-per-square-foot for distressed and non-distressed homes up from their lows of 2011.  Leif Swanson also informed me that the average price-per-square-foot for short sales in July was $76.  That hardly seems like the stuff of a roaring housing market.  This was actually lower than the average price-per-square-foot for repossessed home sales.  Leif explained to me that the short sellers don’t care, don’t maintain their homes and sell them “as is.” Does this mean that the Phoenix market has actually bottomed?  No way.  At some point, the banks will have to unload their REOs onto the market.  Much more important is the shadow inventory of seriously delinquent underwater properties about which I have written extensively.  We’ll take another look at this important overhang briefly.

Investors yank $3.7 billion out of stocks - (money.cnn.com) According to the preliminary data that is frequently revised, investors yanked more than $14 billion out of the stock market in August, the most since April.
While investors have been fleeing U.S. stock mutual funds, they've been plowing into bonds, which are considered safe haven investments. In fact, bond funds raked in $6.6 billion last week, according to ICI data, and attracted more than $29 billion throughout August.

Woodward's new book details debt ceiling fiasco - (money.cnn.com) "The Price of Politics," due out Sept. 11 by Simon & Schuster, details the tension-laced partisan battles over raising the nation's borrowing capacity. Failure to raise the so-called debt ceiling would have spurred a massive U.S. default on loans, shut down the federal government and shaken confidence in financial markets around the world. Some economists have said the political stalemate caused so much uncertainty in the financial marketsthat it helped dampen economic growth last year.

Vietnam Risks Biggest East Asia IMF Rescue Since 1990s: Economy - (www.bloomberg.com) Vietnam risks becoming the biggest East Asian economy to seek an International Monetary Fund rescue loan since the region’s financial crisis more than a decade ago as it moves to support a faltering banking system. The nation may need IMF aid to recapitalize banks and must act quickly to clean up bad debt or risk “prolonged stagnation,” the National Assembly’s economic committee said in a Sept. 4 report published on its website yesterday. The financial system needs an injection of 250 trillion dong ($12 billion) to 300 trillion dong, according to the 298-page report that included recommendations to address economic risks.





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