medium · Asset-Backed Securities regulatory

If an auto ABS deal is structured with 15.00% credit enhancement but the rating agency determines the break-even loss rate is only 13.50% under AAA stress, which of the following is most likely true?

  1. The deal will likely be upsized to take full advantage of that excess credit enhancement.
  2. The rating agency will simply lower its published loss multiple so the deal can still achieve a AAA rating.
  3. The excess 1.50% of credit enhancement would simply be returned to the originator as a gain-on-sale.
  4. The senior tranche will likely be rated lower than AAA because it fails the required stress test.

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