Commercial Real Estate Loans in Crisis: 14% Negative Equity… Office Building Loans Hit 44%… CRE Faces Bear Market as Rates Rise and Refinancing Looms January 26, 2024 9:45 am
Financing Bidenomics! The Good, The Bad And The Ugly (Rising Bond Total Returns, Rising Refinancing Costs, Falling Mortgage Purchase Demand) December 16, 2023 10:28 pm
US Braces for Refinancing Half its Debt in 2 Years as Interest Rates Surge to 5% November 13, 2023 4:46 pm
Consumer Discretionary Sector Faces Growing Debt and Rising Refinancing Costs September 27, 2023 4:10 pm
A crisis is looming: Small US banks hold over 70% of $2T in CRE loans, exceeding ’06 guidance. With $1.5T CRE refinancing ahead, vacancies high, and prices falling, excessive exposure risks instability. September 26, 2023 3:38 pm
10-year yields rise above pre-SVB collapse, highest since 2009. Higher nominal yields impact corporate bonds, increasing refinancing costs. Will we see another blow-up in the next few weeks? August 15, 2023 9:31 am
US government plans to increase debt issue size by 60% by August, financing over $2 trillion in deficits and refinancing maturing debt at higher rates. August 2, 2023 9:33 pm