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Loan repurchases are a $10 billion problem for big banks
MarketWatch ^ | 2/3/10 | Alistair Barr,

Posted on 02/03/2010 3:50:42 PM PST by FromLori

Just when they thought the worst of the mortgage crisis was behind them, billions of dollars in bad loans from the debacle may be rising from the dead and creeping back on the balance sheets of the largest U.S. banks.

Big lenders including Bank of America (BAC 15.58, +0.05, +0.32%) , J.P. Morgan Chase (JPM 40.45, +0.16, +0.40%) and Wells Fargo (WFC 28.23, +0.09, +0.32%) may be forced to repurchase troubled home loans from insurers and mortgage-finance giants like Freddie Mac (FRE 1.20, +0.01, +0.84%) that had agreed to take on risks associated with those assets during the real estate boom.

Mortgage insurers such as MGIC Investment (MTG 6.63, +0.01, +0.15%) have rescinded, or refused to pay, roughly $6 billion in claims from delinquent home loans since January 2008, rating agency Moody's Investors Service estimated in a December report. That could leave banks that originated the loans on the hook for losses.

Bond insurers are expecting to recover more than $4 billion from banks for breaches of representations and warranties on residential mortgage-backed securities they guaranteed, Moody's also noted.

"Depending on how things go it certainly could go much higher than $10 billion," said James Eck, a senior analyst in Moody's Specialty Insurance team.

(Excerpt) Read more at marketwatch.com ...


TOPICS: Business/Economy; News/Current Events
KEYWORDS: banks; loans

1 posted on 02/03/2010 3:50:43 PM PST by FromLori
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To: FromLori
Mortgage insurers such as MGIC Investment (MTG 6.63, +0.01, +0.15%) have rescinded, or refused to pay,

I would like to know on grounds, they refused to pay.

2 posted on 02/03/2010 3:58:12 PM PST by razorback-bert (Of all the things I've lost, I miss my mind the most.)
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To: razorback-bert

Actually, Barney Frank should be forced to take back the loans that the Community Reinvestment Act forced on the bankers in the first place. The banks would never have issued the paper if they didn’t have willing recipients, Fannie and Freddie, to lay them off on.


3 posted on 02/03/2010 4:08:53 PM PST by immadashell
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To: FromLori

“Just when they thought the worst of the mortgage crisis was behind them...”

Anyone in banking management that thought that should be fired for total and utter incompetence.


4 posted on 02/03/2010 4:18:57 PM PST by RobRoy (The US today: Revelation 18:4)
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To: razorback-bert

The article doesn’t specify but this might help explain it..

The Market Ticker has a piece on it...

http://market-ticker.denninger.net/archives/1926-What-Took-You-So-Long-Put-Backs-and-Blow-Ups.html


5 posted on 02/03/2010 4:22:30 PM PST by FromLori (FromLori)
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To: razorback-bert
...for breaches of representations and warranties...
6 posted on 02/03/2010 6:32:06 PM PST by expatpat
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