mature.

Office CMBS delinquencies just hit a record 11.7%. About $936 billion in CRE loans mature in 2026, with many borrowers unable to roll the debt.

🚨🚨🚨🚨🚨Why This Is Dangerous:– The CMBS delinquency surge shows credit deterioration = actual defaults!– The FDIC unrealized loss chart shows valuation deterioration/paper losses👇– Both stem from higher interest rates and falling asset prices, meaning the stress isn’t… pic.twitter.com/EXMXRBrJ9q — James Sullivan (@SullivanJam) November 6, 2025 – Office property loans show record delinquencies at 11.76%. – Banks reduce …

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Banks are able to hold those bonds until they mature, this chart is a nothingburger.

Banks hold bonds, and when interest rates rise, the value of those bonds in the secondary market decreases, leading to a reduction in their book value. This results in banks showing unrealized losses in their portfolios. However, unlike stocks, bonds, when held to maturity, recover their full value as the bond issuer returns the original …

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A record $8.9 trillion of government debt will mature over the next year, the government budget deficit in 2024 will be $1.6 trillion.

A record $8.9 trillion of government debt will mature over the next year, see the first chart below. The government budget deficit in 2024 will be $1.4 trillion according to the CBO, and the Fed has been running down its balance sheet by $60 billion per month. The bottom line is that someone will need …

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A record $8.9 trillion of government debt will mature over the next year. Who’s going to fund all of this debt?

This is a dire situation; the staggering $8.9 trillion government debt maturing soon is alarming. With a projected $1.4 trillion deficit in 2024, over $10 trillion in US government bonds need buyers, almost a third of the current federal debt. The Fed’s plan to cut rates adds to the challenge. The surging debt service costs, …

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