Wednesday, June 4, 2014

Thursday June 5 Housing and Economic stories


Can't afford a house? Try buying a house on water.. - (www.cnn.com) How do you get a foot on the property ladder, when you live in one of the most expensive cities in the world? For an increasing number of first-time home buyers like Sandra Reddin, the answer doesn't lie on land -- but in the water. "Doing the washing-up with swans floating by your window -- I love it," says the 55-year-old, who bought a houseboat earlier this year. In a city where $1 million will buy you a mere 25 square meters in prime central real estate, Londoners are turning to the labyrinth of waterways silently snaking their way through the metropolis. Centuries ago, these gently rippling canals were used to transport cargo -- a floating highway bustling with barges and connecting towns across the country. Now the narrow boats which heaved goods up and down the UK have become homes for those struggling to get a foothold in the third most expensive real estate market on the planet. While a house in Narrow Boat Close, a street in leafy south-east London, will set you back an average $350,000, an actual narrowboat costs around a quarter of the amount.

Get the federal government out of housing market - (www.azcentral.com) How badly does the federal government have to screw up before the politicians reach the conclusion that there is no useful role for it in the housing market? It's hard to think of a greater screw up than the housing bubble of the last decade. It led to what is described as the worst economic period since the Great Depression, at least by those who don't remember the 1970s. One of the main causes of the housing bubble and burst was a deterioration of underwriting standards, the criteria that must be met to get a mortgage. And federal policies were one of the major drivers of that deterioration. Getting a mortgage used to require a down payment of 20 percent of the purchase price. The monthly mortgage payments couldn't exceed about a third of the borrower's income. Defaults by those meeting those criteria were extremely rare. Housing finance was very boring, but very safe. There was a movement among some private lenders to ease up on or abandon these underwriting standards. So long as housing values were rising, went the thought, mortgage lending was virtually risk-free. If the borrower defaulted, the lender could get his money back out of the higher value of the home.

Brazilians Stage Protests and Strikes With World Cup Weeks Away - (www.bloomberg.com) A police strike in Brazil’s northeast and protests in Rio de Janeiro and Sao Paulo last night marked what social movements said was the start of nationwide demonstrations four weeks before the World Cup. The federal government yesterday dispatched armored trucks and National Guard troops to quell looting in Recife after police temporarily walked out of the job in one of the 12 cities slated to host the world’s most-watched sporting event. Protesters marching in opposition to the tournament clashed with police in Sao Paulo. Globo TV showed masked youths burning street barricades and hurling stones in Brazil’s biggest city. “People can complain, protest, dispute -- that’s legitimate democracy,” Justice Minister Jose Eduardo Cardozo told reporters last night after traveling to Recife. “What’s not legitimate is creating panic, disturbance, discomfort and damage to Brazilian citizens.”

How Malinvestment Poisons the Entire Economy - (www.oftwominds.com)  Malinvestment--the systemic consequence of the Federal Reserve's policies of near-zero interest rates and abundant credit--doesn't just inflate destruction asset bubbles: it poisons productive assets and the entire economy. Malinvestments arise when credit is cheap and abundant, as it costs speculators very little to borrow money for gambles, and they can in essence buy lottery tickets in the asset bubble of the day without having any skin in the game, i.e. without having to put any of their own money at risk. The classic example in the previous housing bubble were speculators who bought houses with no-down, no-document low-interest "liar loans": with no money down and a modest interest-only mortgage payments, speculators could buy a lottery ticket in the housing mania for almost nothing, and maintain their gamble for a very modest monthly sum. Given the potential for an enormous gain should the gambler find a greater fool to buy the house in a few months, this was an entirely rational and indeed attractive bet. Today's asset bubbles in stocks, junk bonds, housing, art, bat guano futures, etc. are being driven by the Federal Reserve, which has replaced the nuisance of no-document liar loans with unlimited liquidity for bankers, financiers and insiders.The super-wealthy and corporate cronies can borrow as much nearly free money as they want from the Fed, without even bothering with qualifying for the credit.

Portugal Laden With $293 Billion Debt Exits Bailout Plan - (www.bloomberg.com) Portugal exits its international bailout program tomorrow, regaining the economic sovereignty the nation lost after the European debt crisiserupted while facing enduring challenges to its finances. The Iberian country’s 214 billion euros ($293 billion) of debt is the third highest in the euro region as a percentage of gross domestic product. The economy is about 4 percent smaller than in 2010, a year before the government had to ask for an international rescue. Borrowing costs based on 10-year (GSPT10YR) bond yields are almost twice those of France and all three major ratings companies consider the country non-investment grade. “There will now be two or three decades of lean times for the state, which will have to purge that debt burden,” said Diogo Teixeira, chief executive officer of Optimize Investment Partners, a Lisbon-based firm that manages 87 million euros in assets including Portuguese government debt.





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