Fed research confirms life insurers’ exposure to private credit exceeds 2007 subprime levels. Commercial real estate crisis ignored for years, now media blames AI

“The Fed published a research note in March 2025 that almost nobody read. It found that life insurers’ exposure to below-investment-grade debt now exceeds the industry’s exposure to subprime mortgage-backed securities in late 2007. Let that land. The same financial …

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Canadian real estate has entered the second leg of its correction. Prices are down 21.6% from the peak, have fallen for seven straight months, and have just hit a 5-year low.

“December alone accounted for nearly 20% of the entire annual decline. At the same time, sales remain below 2019 levels despite population growth, while new listings are near multi-year highs even in December. That combination usually means prices haven’t finished …

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Rents in Canada have now fallen for 15 consecutive months. 40% of Canadian Real Estate investment funds are stopping investors from pulling their money out. Layoffs have officially started at the federal level.

The latest report from Rentals.ca and Urbanation said December 2025 was the 15th consecutive month that average asking rents across the former’s listings network moved lower. When measured across the full year, average asking rents in Canada declined 3.1% in …

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In order to revive the stalling real estate market, Chinese government halted projects under construction and demolished buildings

Fun fact. In order to revive the stalling real estate market, Chinese government halted projects under construction and demolished buildings which could accommodate over 75 million people (more than the entire population of the United Kingdom).pic.twitter.com/YbnCScKi1V — Massimo (@Rainmaker1973) September …

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