Monday, July 28, 2014

Tuesday July 29 Housing and Economic stories


Muni Fund Collapses To Record Lows As Puerto Rico Risk Rises - (www.zerohedge.com) Quietly behind the scenes and away from the exuberant stock market trading headlines of the mainstream media, Muni bond markets are in turmoil. Thanks to the 'shenanigans' in Puerto Rico - after lawmakers last month approved a bill allowing some public corporations to restructure debt - PR bonds have collapsed to record lows (and dragged a number of large Muni funds with them). As Bloomberg's Michelle Kaske reports, A Franklin Templeton Investments municipal-bond fund with the industry’s biggest allocation to Puerto Rico has sunk to the lowest in its 29-year history as prices on the struggling commonwealth’s debt set record lows. The price per share of the $300.4 million Franklin Double Tax-Free Income Fund fell to $9.28 yesterday, the lowest since its inception in April 1985. The drop follows Moody’s three-step downgrade of Puerto Rico’s GOs last week to B2, five levels below investment grade.

Espirito Santo Bonds Tumble to Records Amid Missed Note Payments - (www.bloomberg.com) Banco Espirito Santo SA bonds plunged to record lows after a parent company delayed payments on short-term notes, reawakening concern that banks remain vulnerable as the euro region emerges from the sovereign debt crisis. Portugal government bonds also fell, sending the 10-year yield up the most in two months, leading declines among securities from Europe’s most indebted nations. A gauge of Portuguese stocks fell to a seven-month low. The selloff was prompted by Espirito Santo International SA saying it delayed payments on some securities and follows a warning from the bank in May that its parent company faced a “serious financial situation” that could be damaging. Moody’s Investors Service placed Banco Espirito Santo 

'Second CIA spy in Germany': Berlin raids Ministry of Defense - (www.rt.com) German authorities have carried out a raid on the residence of a defense ministry official suspected of passing secrets to the US, just one week after the arrest of a German intelligence officer who worked as a double agent. Officials from the Federal Prosecutor's Office said Wednesday that residential and office premises of the staff of the Federal Ministry of Defense in Berlin were searched on “initial suspicion of activity for an intelligence agency.”  According to the German newspaper Die Welt, a soldier of the Bundeswehr is suspected of committing espionage. The individual was said to have made “intensive contacts” with alleged US intelligence officials and was under the surveillance of the Military Intelligence (MAD) some time ago.  "When sufficient evidence existed, the case was handed over to the federal prosecutor," security sources told the paper. 

US government made at least $100 bn in improper Medicare payments last year - (www.rt.com) The US government estimates that it made about $100 billion in improper payments last year to those not entitled to receive them. The Medicare program only accounted for about half of the amount that was erroneously doled out. Congressional investigators believe the number of inaccurate payments could be even higher. The House Oversight Subcommittee on Government Operations is scheduled to hold a hearing on Wednesday afternoon regarding the improprieties. "Nobody knows exactly how much taxpayer money is wasted through improper payments, but the federal government's own astounding estimate is more than half a trillion dollars over the past five years," said Rep. John Mica, chair of the subcommittee. "The fact is, improper payments are staggeringly high in programs designed to help those most in need — children, seniors and low-income families." The total of inappropriate awards is down from a peak in 2010 of $121 billion.

MBIA in Longest Slump Ever on Puerto Rico Default Concern - (www.bloomberg.com) MBIA Inc. fell for a 13th day, the bond insurer’s longest streak of declines since going public in 1987 amid concerns it faces losses tied to guarantees on Puerto Rico’s debt. MBIA, based in Armonk, New York, tumbled as much as 5.8 percent before ending trading in New York down 3.5 percent at $9.65, the lowest since October. Bermuda-based competitor Assured Guaranty Ltd. (AGO) also extended a decline today, falling 1.7 percent to $22.71, the lowest since February and the 11th drop in 12 days. MBIA, with $4.8 billion of net exposure, and Assured, with $5.3 billion across three units, are sinking on their Puerto Rico guarantees after surviving U.S. mortgage losses that toppled other bond insurers during the financial crisis. After lawmakers in the self-governing U.S. territory last month approved a bill allowing some public corporations to restructure debt, prices on the commonwealth’s bonds have dropped to record lows.





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