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Fed Rate Cut,  Credit Market Turmoil


9/30/2007

Fed Rate Cut by Half Percentage Point

On Sept. 18 of 2007,  Federal Reserve cut fed fund rate by half percentage point while most experts were expecting only a quarter percentage point rate cut.

This larger than expected rate cut was significant image change of Fed Chairman Ben Bernanke.  Fed Chairman Bernanke was considered more cautious and less willing to cut interest rate to save the credit market previously. After all, this larger than expected interest rate cut demonstrated that Fed is determined to prevent  the credit market crisis from spilling over into general economy. 

This significant event was exactly the play book we expected since summer of 2007. We expected that credit market would recover and Fed would not let the system fail.  Here we go, the Fed stepped in a major way to save the system. 

How can Fed Rate Cut Help Credit Market?


Confidence Boost
The Fed rate cut boosted market confidence significantly.  At height of credit crisis in August, the bond market virtually was closed and investors were unwilling to buy new bond offering.  After the rate cut, First Data Corp (former ticker: FDC) $24 billion buyout deal was closed on Monday last week. Further more, words leaked out that First Data Corp $5 billion loans out of $13 billion total were successfully offered to investors and investors' demand for the loans outstripped the supply. 

Profitability Boost for Banks
In addition, the Fed rate cut would significantly help the bottom line of banks and financial firms. 

Banks typically do not want to hold the loans on their balance sheet and  would prefer to sell loans into credit market immediately after buyout deal closing.  In case banks can not sell the loans to investors, banks would have to hold the loans on their books. 

Banks make money on loans in their books mainly by borrowing short term money from Feds or other sources, and lending out money on long term loans. Table 1 shows the profitability change on  a hypothetical $1 billion loan. As shown in  table 1,  banks' net  profit  on  the hypothetical loan increased 25% after the 0.5% rate cut.

Table 1 - Profitability Change on a  hypothetical $1 billion loan
0.5% rate cut, short term interest rate change: 5% -> 4.5%

Before Rate Cut
(5% rate on cost)
After Rate Cut
(4.5% rate on cost)
Interest Income (7% loan)
$70 million
$70 million
Short Term Borrowing Cost
$50 million
$45 million
Pre-tax Net Income
$20 million
$25 million, + 25%


Currently, US economy is still very sound and the default rate on corporate loans is low across the board. Therefore, when the profitability of holding on loans is increasing 25% after rate cut as shown in table 1, banks would be more willing to hold the loans until maturity or until the credit market recovers.

First Data Corp Case

First Data Corp buyout deal closing was first major indication of credit market improvement.  First Data Corp $13 billion loans were offered at deep discount of 96 cents on a dollar.  In other word, the banks are selling at 4% loss on the loans after closing. lenders typically earn 2% commission on buyout deals so that the real net loss for banks would be only 2% adding back the merger commission profit.

Conclusion on Credit Market


In conclusion, credit market improved significantly after Fed rate cut. Under current condition, lenders are still expected to lose a low single digit percentage on their existing bond deals if lenders choose to sell the loans directly into credit market.






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* Article by Henry Lu of BlastInvest LLC, a premium investment newsletter publisher in Connecticut. 
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