Articles on the state of US economy & housing market

[Will <Nabble>]

General discussion by some Wall Street people:

Knights of the round table: mapping out the markets (June 2007)

On the CDO problem (collateralized debt obligation):

• Bloomberg: Are S&P and Moody's About to Change Ratings on $200 Billion of Subprime Bonds?

• Telegraph: Banks 'set to call in a swathe of loans

• Econbrowser: CDOs: what's the big deal?

• HuffingtonPost: Two Views of the Current Structured Finance Market

I think the 2nd half of 2007 will be critical.