An important dimension of the problem is the continual need to roll over paper 
of
all kind.  Fear can cause the market to seize up.  I think of economics as a 
minor
branch of psychology.

On Tue, Aug 28, 2007 at 05:25:29PM -0400, Doug Henwood wrote:
>
> Whether it's $45b, or $60b, or $90b, it's a lot of money, but still a
> pretty small fraction of overall mortgage debt. If it stays at these
> levels, it's a problem but not a disaster. Obviously if the default
> rate rises or the problems spread up into Alt-A and prime, then it
> moves closer to disaster.

--
Michael Perelman
Economics Department
California State University
Chico, CA 95929

Tel. 530-898-5321
E-Mail michael at ecst.csuchico.edu
michaelperelman.wordpress.com

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