HomeMy WebLinkAboutIR 8980• the Mayor and Members of the City Council
SUBJECT: Current Status of the Financial Markets
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If there is additional information you would like prior to the meeting on
Tuesday, please feel free to contact Karen Montgomery at 817.392.6222.
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City Manager
Attachment
ISSUED BY THE CITY MANAGER FORT WORTH, TEEMS
First Southwest C=pW Memorandum
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325 North St. Paul Street
Suite 800
W. Boyd London, Jr.
Dallas, TX 75201 -3852
Laura B. Alexander
214 /953 -4013 Boyd
blondon@firstsw.com
817/332 -9710 Laura
lalexander@firstsw.com
Date: September 17, 2008
To: Karen Montgomery
Cc: Larry Jordan, U. S. Williams, Nicole Roberts
Subject: Current State of the Financial Markets
State of the Tax - Exempt Bond Market
Generally speaking, the financial markets are under stress and in unchartered waters. The
municipal bond market is no exception. In the last two days, bond market indices have risen
over 0.40 %. Short term interest rates that are set weekly are up as much as 4% from last week.
As of today, the bond market still has no firmness as interest rates continue their rise. As a
result, many bond sales are being postponed.
Impact of the City of Fort Worth
Since the City has completed its financing needs for the next few months, the market disruption
does not have an immediate impact on the City. The City's outstanding bonds were all issued
with foxed rates such that the payments on the City's bonds are fixed and not subject to the
volatility. Currently, the City has no outstanding commercial paper notes and no plans to issue
notes. The most immediate impact on the City is that Lehman Brothers is the dealer on the
Water & Sewer commercial paper program. Since Lehman is still operating, the commercial
paper program is still considered viable. Changing the dealer will be an expense to the City.
As such, we will monitor Lehman's status and evaluate the need for a change over the next
several weeks.
Please call with any questions.
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rsca to be considered research. Thy in wont or: is cormid red to be rsW bta, but t`ist Souttrwest CorrVetry doers rcpt warrant as connAstaness or
soetHacy, pricas and &VORM Y are subject to change witAOUt notice. We may trade, have "or short po"ions, or act w a m least n>ker in airy
Peru xuW instrw*nt distxrssed hemut t.kw is shwld conssdt then own advisors regarding arty arxounb% ** or ter aspects. investors are instructed
to read the enUv OfficW 5tatsmem to obtain infanrA tan esswihsl to the makmV of an infomrwd ww"tment decision.