When it comes to the future of supply, spreads and credit, three leading ABS researchers were mostly in agreement at last week's American Securitization Forum-hosted conference. On issues ranging from relative value to research conflicts (see related story), panelists showed little variance of opinion.

With the economy looking strong once again, the market is currently in a "sweet spot" for credit, said moderator Sanjeev Handa, head real estate portfolio manager at TIAA-CREF. The economic triggers that the Street will be watching for are inflation topping 2% and unemployment dipping below 5%, according to David Heike of Lehman Brothers.

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