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March 32008

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March 3, 2008

Mortgage
Lending

w:st='on'>

name='1'>U.S.

face='Times New Roman' size='3'> Trustees Sue Countrywide over
Alleged Abuses

Three
w:st='on'>

w:st='on'>
size='3'>U.S.

size='3'>trustees sued mortgage lender Countrywide Home Loans Inc. last
week in three separate homeowners'

bankruptcy cases, blasting the company's alleged “bad-faith
conduct that abused the judicial

process,” which they said was part of a nationwide, ongoing
pattern,

size='3'>Bankruptcy Law360 reported on Friday.

One complaint, filed Thursday by U.S.

Trustee Donald F. Walton, said that Countrywide twice
filed motions to lift the automatic stay

in which it claimed that the Atchleys were behind on payments they had
actually made. The company also repeatedly

failed to make sure that proofs of claims filed in the case were
correct, Walton said. A second complaint, also

filed Thursday by U.S. Trustee Habbo G. Fokkena in the
bankruptcy case of

w:st='on'>
size='3'>Ohio

size='3'>homeowner Marlyn O'Neal, makes similar allegations. Case
information for the

w:st='on'>Florida
size='3'>lawsuit was not immediately

available. 

href='http://bankruptcy.law360.com/secure/ViewArticle.aspx?Id=48657'>Read

more.

(Registration required.)

In related news, a securities
filing shows that Countrywide Financial

Corp.'s mortgage portfolio continues to deteriorate rapidly as defaults
increase and home prices fall, the

Wall Street Journal reported today. The Calabasas, Calif.,
lender's annual filing with the Securities

and Exchange Commission, released late Friday, showed a big increase in
late payments on option adjustable-rate

mortgages (ARMs). At the end of 2007, payments were at least 90 days
overdue on 5.4 percent of option ARMs held

as investments by Countrywide's banking arm, up from 0.6 percent a year
earlier. Countrywide held $28.42 billion

of such loans as of Dec. 31. The company said that 71 percent of the
borrowers were making minimal payments. Only

about a fifth of the borrowers were required to fully document their
incomes before receiving the loans. 

href='http://online.wsj.com/article_print/SB120451272111406901.html'>Read

more. (Registration

required.)


name='2'>
Senate Dems Vow to Keep Pushing for Housing

Stimulus

Senate Democrats pledged
on Friday to renew their efforts to pass

a housing stimulus package after Republicans objected Thursday to
bringing the measure to the floor,

CongressDaily
size='3'>reported on Friday. Sen. Sherrod

Brown (D-Ohio) said that an estimated 2 million American families within

the next two years could face

foreclosure as a result of the adjustable-rate mortgages resetting to
higher rates. Bankers led opposition to the

bill because of a bankruptcy provision that would allow a judge to
adjust the principal of a loan if it were in

foreclosure. Lenders argue the cramdown would raise mortgage costs
because they would be unsure whether they

would generate sufficient profit if the loan terms could later be
rescinded. Democrats are reluctant to pull the

bankruptcy language from the package because they contend that it is the

only hammer to force banks to

renegotiate ill-suited loans that should not have been made in the first

place. They also noted that the

protection already applies to vacation homes, so expansion should not
cause much disruption. The House is

expected to take up its own housing stimulus package in the coming
weeks.


name='3'>
Commentary: Relief for

Borrowers

As the housing stimulus
package was denied a vote last week in the

Senate, perhaps the wisest approach to the current housing crisis is to
give the Bush administration more time to

push the financial services industry into modifying the loans of needy
and capable borrowers, according to an

editorial in today’s
size='3'>Washington Post

size='3'>. Though loan modifications have been modest so far, the
program has been in operation for only a couple

of months. New progress reports are due out soon, and if the
administration's policy does not appear to be

working, there are a number of congressional alternatives.

size='3'>Most of the alternatives, such

as plans being floated by the Office of Thrift Supervision, Sen.

face='Times New








&

#13;
Roman' size='3'>Chris

size='3'>topher J. Dodd (D-Conn.) and

Rep. Barney Frank (D-Mass.), involve the government buying up distressed

mortgages or mortgage-backed securities

at a discount and then moving homeowners into lower-cost
government-backed mortgages, which would cost the

government tens of billions of dollars. While such ideas do promise to
stem the subprime crisis quickly, their

costs, though high, are at least measurable and transparent.
T

size='3'>he public should not have to pay for even a carefully
calibrated bailout except as a last resort. No aid

should go to the many subprime borrowers who couldn't even pay their
teaser rates -- or those who used subprime

financing for speculative investments. 

href='http://www.washingtonpost.com/wp-dyn/content/article/2008/03/02/AR2008030201763_pf.html'>Read

more.


name='4'>
High-Yield Debt Market Mirrors '91

Recession

High-yield debt sales
have sputtered so far in 2008 and are off to

their weakest start in 17 years thanks to an anemic
w:st='on'>

w:st='on'>
size='3'>U.S.

size='3'>economy, a worldwide credit crunch and a pronounced absence of
investor appetite for risky assets,

Reuters reported on Friday. Globally, less than $2 billion in junk bonds

have been sold so far this year, all

in
size='3'>North America

size='3'>. That marks the slowest start since the 1991 recession, when
no junk bonds were sold in the first two

months, according to Thomson Financial data. 'Historically, high yield
sales and defaults rates have always been

a precursor to corporate bankruptcies,' said ABI Executive
Director

face='Times New Roman' size='3'>Sam
Gerdano. 'We see atmospheric

conditions that are troubling.' So far this year, at least 16 public
companies have filed for bankruptcy,

representing nearly $9 billion in assets. As measured by assets, that's
the fastest start since 2002, when a wave

of 220 firms filed for bankruptcy in the first two months of that year
in the wake of the dot.com market crash,

affecting $65 billion in assets. 

href='http://www.reuters.com/article/rbssIndustryMaterialsUtilitiesNews/idUSN2947877720080229?sp=true'>Read

more.


face='Times New Roman' size='3'>

name='5'>Delphi Seeks to Maintain
Exclusivity to File Chapter 11

Plan

Delphi Corp., struggling
to line up the $6.1 billion in financing

it needs to exit chapter 11 protection, asked the U.S. Bankruptcy Court
in

w:st='on'>
size='3'>Manhattan
to
extend

for two months its exclusive right to file a reorganization plan, the
Associated Press reported on

Friday. The company is also seeking an
extension through July 31 to win creditor

support for a reorganization plan. The auto parts supplier's
reorganization plan was confirmed by the bankruptcy

court last month, but the company has struggled to nail down the $6.1
billion in debt financing it needs to fund

its plan and post-bankruptcy operations.
w:st='on'>

size='3'>Delphi said that 'severe

dislocations' in the credit markets that

began in the summer of 2007 have complicated its efforts to line up the
financing. 

href='http://biz.yahoo.com/ap/080229/delphi_bankruptcy.html?.v=1'>Read
more.


name='6'>
Judge Approves

w:st='on'>
size='3'>U.S.

size='3'>Energy Systems Settlement

Bankruptcy Judge

size='3'>Robert Drain approved a proposed
settlement between

w:st='on'>

size='3'>U.S.
face='Times New Roman'>

size='3'> Energy Systems Inc. and its largest shareholder, Nakash
Energy LLP, Bankruptcy Law360
size='3'>reported on Friday. Judge Drain signed off

Wednesday on the governance agreement between U.S. Energy and Nakash
Energy LLP, with the debtor opting to

relinquish control over the makeup of the board in exchange for an end
to the legal battle that has been

unfolding in
face='Times New Roman'

size='3'>Delaware. The
litigation sought to force the company to

hold an annual general meeting of shareholders for the election of
directors and the removal of the then-current

members of the USEY board. Under the agreement, U.S. Energy's board will

now be reshuffled, with three

Nakash-backed directors taking a seat on the managerial panel. The
parties agreed that no further changes would

be made to the altered board until the confirmation and consummation of
U.S. Energy's chapter 11 plan, according

to court documents. 

href='http://bankruptcy.law360.com/Secure/ViewArticle.aspx?id=48636'>Read

more.

(Registration required.)


name='7'>
Court Approves Settlement in

Decker


size='3'>College

size='3'>Bankruptcy

Kentucky Attorney General

Jack Conway said that a bankruptcy court

has approved a settlement in the
face='Times New Roman'

size='3'>Decker
face='Times New Roman'

size='3'>College bankruptcy case
in

w:st='on'>
size='3'>Louisville
, the

Associated Press reported on Friday.
face='Times New Roman'

size='3'>Conway’s office said
that the agreement provides immediate relief

in the form of loan forgiveness for about 2,200 students who have
private student loans directly with

Decker


size='3'>College

size='3'>. Other students currently liable to other lending institutions

may receive financial relief to offset

their loan debts if the trustee recovers assets and priority claims are
paid.

w:st='on'>
size='3'>Decker


size='3'>College

size='3'>was a for-profit school that shut down in 2005 amid a
bankruptcy and federal and state

investigations. 

href='http://www.bostonherald.com/news/regional/politics/view.bg?articleid=1076899&format=text'>Read

more.

Judge

Denies Consultant Bonuses in Northwest

Bankruptcy

A bankruptcy judge on Friday
rejected almost $4.3 million in 'success

fees' for consultants in the Northwest Airlines bankruptcy, saying that
they were paid well enough for their work

without the bonuses, the Associated Press reported on Friday. The
airline emerged from bankruptcy protection on

May 31. Objections to the completion fees came from a hedge fund, the
bankruptcy trustee and the union that

represents Northwest flight attendants, who took steep pay cuts in
Northwest's reorganization. 

href='http://biz.yahoo.com/ap/080229/northwest_bankruptcy.html?.v=1'>Read

more.


name='9'>
Banking Fees Are Rising and Often

Undisclosed

The Government
Accountability Office will release a report today

saying that banks are failing to provide consumers with information
about fees on savings and checking accounts

even though federal rules require such disclosures, the
face='Times New Roman'

size='3'>Washington Post reported yesterday.
The GAO report also says that some of the

invisible fees have climbed substantially in recent years. The average
overdraft fee, for instance, increased 11

percent from 2000 to 2007. GAO staff members made undercover visits to
185 branches of 154 depository

institutions throughout the country and were unable to get comprehensive

lists of checking and savings account

fees at more than a one-fifth of the locations. The information was not
available on the Web sites of half of the

institutions.

href='http://www.washingtonpost.com/wp-dyn/content/article/2008/03/01/AR2008030100189_pf.html'>Read

more.


name='10'>
States and Cities Start Rebelling on Bond

Ratings

State and local officials say
that a complex system of credit ratings

and insurance policies that Wall Street uses to set prices for municipal

bonds makes borrowing needlessly

expensive for many localities, the New York Times reported
today. States and cities have begun to fight

back, saying they can no longer afford the status quo given the
slackening economy and recent market turmoil. The

bonds cities and states sell to investors are generally tax-free and
much safer than those issued by

corporations. However, some officials complain that ratings firms assign

municipal borrowers low credit scores

compared with corporations. Taxpayers ultimately pay the price, the
officials say, in the form of higher fees and

interest costs on public debt. 

href='http://www.nytimes.com/2008/03/03/business/03bond.html?_r=1&oref=slogin&ref=business&pagewanted

=print'>Read more.


name='11'>
Judge Delays Decision on

Enron Funds

A federal judge on Friday
delayed a decision on whether to approve a

plan to distribute the money, part of a $40 billion lawsuit alleging
that financial institutions that worked with

Enron participated in the accounting fraud that led to the company's
downfall, the Associated Press reported on

Saturday. U.S. District Judge Melinda Harmon also held off on whether to

approve $688 million in attorneys' fees

being requested by San Diego-based Coughlin Stoia Geller Rudman &
Robbins LLP, the law firm for the lead

plaintiffs in the case. If approved, the attorneys' fees would be the
largest in a securities fraud case. After a

4 1/2 hour hearing during which attorneys, Enron investors and former
Enron employees argued both for and against

the distribution plan and the attorney fees, Judge Harmon said that she
would make decisions on both issues as

soon as possible. 

href='http://www.washingtonpost.com/wp-dyn/content/article/2008/02/29/AR2008022904182.html'>Read

more.

href='http://www.washingtonpost.com/wp-dyn/content/article/2008/02/29/AR2008022904182.html'>