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Memos TALF: Executive Summary Tad Rivelle, CIO Memo: Washington Mutual 9-26-08 MetWest Team Memo: Lehman Indices & Analytics 9-23-08 MetWest Risk Management Team   - SHOW MORE - Memo: Is the Fed Still the Lender of Last Resort? 9-18-08 Tad Rivelle, CIO Market Lehman Brothers 9-15-08 MetWest Team Market Review & Outlook: RMBS 7-31-08 MetWest Investment Team Memo: GSE Update 9-8-08 MetWest Investment Team Memo Regarding FNMA & FHLMC 7-10-08 MetWest Investment Team   Research Fixed Income Commentary: Agency MBS 2Q10 Review and Outlook 7-6-10 Melissa Conn Fixed Income Commentary: Autos Take One Step Forward, One Step Back 7-2-10 Joel Shpall Fixed Income Commentary: Weekly Consumer ABS Update 6-29-10 Palak Pathak   - SHOW MORE - Fixed Income Commentary: Update on the Distressed Residential Whole Loan Sector 7-14-10 Brett Roth Fixed Income Commentary: Weekly Consumer ABS Update 7-13-10 Palak Pathak Fixed Income Commentary: High Yield Rallies Ahead of Earnings 7-13-10 Gino Nucci Fixed Income Commentary: Macondo Impact on Drillers, Servicers and Producers 7-13-10 RJ Cruz Fixed Income Commentary: Value in the Agency Mortgage Market: Modern Carry 7-9-10 Mitch Flack Fixed Income Commentary: High Yield 2Q10 Review and Outlook 7-8-10 Gino Nucci Fixed Income Commentary: Office Vacancy Rates Hit 17-Year High in Second Quarter 7-8-10 Joel Shpall Fixed Income Commentary: CMBS 2Q10 Review and Outlook 7-8-10 Sagar Parikh Fixed Income Commentary: June 2010 Corporate Update 7-8-10 Tammy Park Fixed Income Commentary: Non-Agency RMBS 2Q10 Review and Outlook 7-7-10 Harrison Choi Fixed Income Commentary: Weekly Consumer ABS Update 7-7-10 Nanlan Ye Fixed Income Commentary: Agency MBS Monthly Update 7-6-10 Nanlan Ye Fixed Income Commentary: Defeat of Unemployment Bill Could Hurt Municipal Issuers 6-28-10 Sinjin Bowron, Michael Carrion Fixed Income Commentary: The Changing Landscape for Pension Plans and the Evolution of Liability Driven Investing 6-25-10 Stephen Kane Fixed Income Commentary: High Yield Spreads Tighten 6-22-10 Gino Nucci Fixed Income Commentary: Weekly Consumer ABS Update 6-21-10 Nanlan Ye Fixed Income Commentary: Management Bullish on Airlines 6-18-10 Joel Shpall Fixed Income Commentary: Weekly Consumer ABS Update 6-17-10 Palak Pathak Fixed Income Commentary: A Look at the Distressed Residential Mortgage Loan Sector 6-15-10 Brett Roth Fixed Income Commentary: Fed Watch 6-9-10 Bret Barker Fixed Income Commentary: Weekly Consumer ABS Update 6-8-10 Nanlan Ye Fixed Income Commentary: Non-Agency RMBS Holding Steady 6-8-10 Harrison Choi Fixed Income Commentary: Agency MBS Monthly Update 6-4-10 Nanlan Ye Fixed Income Commentary: European Pressures, Pending Bank Reform Hurt Corporates 6-3-10 Tammy Karp Fixed Income Commentary: Weekly Consumer ABS Update 6-3-10 Palak Pathak Fixed Income Commentary Despite Volatility, High Yield Maintains Recovery 6-3-10 Gino Nucci Fixed Income Commentary Recent Consumer ABS Strength Should Continue 6-2-10 Brian Loo Fixed Income Commentary Weekly Consumer ABS Update 5-28-10 Nanlan Ye Economy Watch Cargo Traffic Indicates Trade Rebound 5-27-10 Joel Shpall Fixed Income Commentary Unintended Consequences of Health Care Reform 5-26-10 Marie Choi Fixed Income Commentary Volatile Week for High Yield 5-21-10 Gino Nucci Fixed Income Commentary Commercial Property Update 5-19-10 Sagar Parlick Fixed Income Commentary To Warily Return: A Note on the Fed's Exit Strategy 5-12-2010 Tad Rivell Fixed Income Commentary Weekly ABS Update 5-11-10 Nanlan Ye Fixed Income Commentary High-Yield Update: April 2010 5-6-10 Gino Nucci Fixed Income Commentary Monthly Update: Private Demand Supports Agency MBS 5-6-10 Nanlan Ye Fixed Income Commentary Non-Agency MBS Update 5-4-10 Fixed Income Commentary ABS Update: Demand Strong Across New Issues 5-4-10 Palak Pathak Fixed Income Commentary Monthly Update: REITs, Utilities Lead Corporates in April 5-4-10 Tammy Karp Economy Watch U.S. Homeownership and Vacancy Rates 4-29-10 Fixed Income Commentary Subprime Remittance Update 4-28-10 Harrison Choi Fixed Income Research Update Commercial Real-Estate Prices Updated and Compared 4-19-10 Sagar Parikh Fixed Income Research Commentary Buying Umbrellas When It’s Sunny: Why To Consider Floating Rate Bonds Now 4-16-10 Stephen Kane Fixed Income Research Update Breaking the Banks: An Update on Failed Depository Institutions 4-15-10 Rahul Bapna Fixed Income Research Update March CPI Update: Subdued Inflation Trends Continue 4-15-10 Bret Barker Fixed Income Research Update Consumer ABS Q1 Update: Autos Dominate New Issuance 4-14-10 Palak Pathak Fixed Income Research Update Rates Roundup: First Quarter 2010 4-13-10 Bret Barker Fixed Income Research Update Agency MBS: First Quarter 2010 Update 4-12-10 Melissa Conn Fixed Income Research Commentary Corporate Profits: A Macro View 4-9-10 Jamie Farnham Fixed Income Research Update Agency MBS: March Buyout News Spikes Volatility 4-8-10 Nanlan Ye Fixed Income Research Update March Retail Sales: Stellar Across the Board 4-8-10 Marie Choi Fixed Income Research Commentary Crossing the Corporate Credit Chasm: Finding Value in “Crossover” Bonds 4-8-10 Gino Nucci Fixed Income Research Update Investment Grade Corporate Bond Update: Q1 2010 4-7-10 Tammy Karp Fixed Income Research Update CMBS Update: Q1 2010 4-6-10 Sagar Parikh Fixed Income Research Update March Auto Sales: Ending 1Q on an Up Note 4-5-10 Joel Shpall Fixed Income Research Commentary CMBS Update: Despite Rally, Opportunity Remains in Super-Senior Tranches 4-5-10 Scott Austin Fixed Income Research Commentary NRSRO Ratings: “Junking” the RMBS Market 4-1-10 Harrison Choi Fixed Income Research Commentary Collateralized Mortgage Obligations: An Introduction to Sequentials, PACs, TACs, and VADMs 4-1-10 Ruben Hovhannisyan Fixed Income Research Update Non-Agency RMBS: Q1 2010 Recap 3-31-10 Harrison Choi Fixed Income Research Update Consumer ABS Update 3-30-10 Palak Pathak Fixed Income Research Update Update on Government Housing Relief 3-26-10 Scott Austin Fixed Income Research Update Health Care Reform: A Credit Perspective 3-24-10 Marie Choi Fixed Income Research Update Some TIPS for Your Portfolio? 3-17-10 Bret Barker Agency MBS Relative Value Investing: Predicting Post-Buyout Prepayment Rates 3-17-10 Patrick Ahn Fixed Income Research Update: Asset Backed Market Shows Strength 3-16-10 Palak Pathak Fixed Income Research Retail: Is A Real Recovery in Place? 3-15-10 Marie Choi Fixed Income Research Commentary Up in the Air: Finding Value in Aircraft EETCs 3-8-10 Joe Shpall Fixed Income Research Update: February Auto Sales In Line With Expectations 3-3-10 Joe Shpall Fixed Income Research Update: Continued Weakness in Home Prices 2-23-10 Housing in 2010: Reading the Homebuilding Tea Leaves 2-28-10 Sinjin Bowron Build America Bonds: Overview and Update 2-24-10 Mike Carrion FDIC's Problem Bank Tide Still Rising 2-24-10 Jamie Farnham Fed Insight: Mr. Bernanke States the Obvious 2-24-10 Bret Barker Fixed Income Research Update: Continued Weakness in Home Prices 2-23-10 Fixed Income Research: Weekly RMBS Market Update 2-22-10 TALF: Introduction of Commercial Mortgage-Backed Securities (CMBS) Bryan Whalen RMBS Research Spring 2009 Brian Rosenlund RMBS Research Winter 2009 Brian Rosenlund RMBS Research October 2008 Brian Rosenlund Subprime Mortgage Market Review & Commentary 2-27-07 Bryan Whalen Implementing Range Notes in an Inverted Yield Curve Environment David Vick The Changing Landscape of Pension Accounting and the Implications for Asset/ Liability Management Steve Kane Trading Secrets Trading Secrets is a MetWest publication. Evaluating the Current Alt-A MBS Landscape — Fall 2008 Is It Different this Time? — Summer 2008 Bernanke Put — Fall 2006   - SHOW MORE - But on the Other Hand... — Summer 2006 Subprime Asset-Backed Securities — Fall 2004 The Best Recovery Money Can Buy — Spring 2004 The Fall and Rise of B2B Investing — Fall 2003 Tulip Mania in Reverse and the New Bond Market Dynamics — May 2002 Credits and Credibility — March 2002 All We Are Saying Is: "Give Ease A Chance" — September 2001 China Syndrome — May 2001 Stormy Weather — Winter 2000 The Year of Investing Dangerously — Winter 1999 Thin Is In — Summer 1999 Rain on the Bond Market's Parade? — Winter 1998 The Pangloss Economy — Summer 1998 Profits and Prophecies — Autumn 1997 Catch-22 — Summer 1997