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Stan Druckenmiller blasted Janet Yellen “I literally think if you go back to Alexander Hamilton, it was the biggest blunder in the history of the Treasury. I have no idea why she has not been called out on this. She …
So how do we refinance the debt now? pic.twitter.com/XSeGui9ELI — Spencer Hakimian (@SpencerHakimian) May 13, 2025 The U.S. is on track to default on its debt within four years. We need to refinance $9T this year, plus $2-3T in new …
by confoundedinterest17 Former Federal Reserve Chair and Biden’s Treasury Secretary Janet Yellen was so in on Biden’s failed economic spending spree that she caused a fiscal disaster by refinancing Federal debt at the short end of the Treasury curve. Leaving …
"If liquidity goes down at all in 2025, markets will crash." "There is one of the greatest global refinancing needs we've ever seen (in 2025)."https://t.co/RhEWHGaktg https://t.co/loBTMTxtqp pic.twitter.com/C6vA0uhbMW — Financelot (@FinanceLancelot) January 16, 2025 https://twitter.com/leadlagreport/status/1879829865047949643
Many commercial real estate (CRE) loans are set to mature in 2025 and 2026, requiring refinancing for loans that were underwritten when interest rates were at historic lows in 2020 and 2021. As interest rates have significantly increased, the current …
Applications to refinance a home loan surged 20% last week compared with the previous week. This as the average contract interest rate for 30-year fixed-rate mortgages with conforming loan balances ($766,550 or less) decreased to 6.13% from 6.15% The refinance …
In 2025, a tsunami of debt refinancing threatens to engulf countless companies, setting the stage for economic turbulence. The Fed’s missteps, once forgivable errors, now loom large like ominous clouds. First, they dismissed inflation as fleeting, then abruptly shifted course …
The commercial real estate (CRE) landscape is facing a challenging scenario, with 14% of all CRE loans and a staggering 44% of office building loans slipping into “negative equity.” This indicates that the debt on these properties now surpasses their …
by confoundedinterest17 Like the spaghetti western “The Good, The Bad And The Ugly,” Bidenomics has had similar effects on financing. Some good, some bad and a lot of uglies. The good! For investors like pension funds the own US Treasuries, inflation has …
The US will need to refinance almost half of its national debt in less than 2 years. Let’s not forget that interest rates were at 0% just 15 months ago. Wait until these debt instruments need to be rolled over …
“The financial condition of balance sheets in the consumer discretionary sector has severely deteriorated over the past few years It’s one thing to accumulate debt in a easy money environment, but quite another to operate a highly leveraged business in …
“JUST IN: Nearly 700 US banks now exceed the 2006 Commercial Real Estate (CRE) loan concentration guidance. What is the CRE loan concentration guidance? It’s guidance by the FDIC for the amount of exposure that small banks should have to …
Real yields on 10-year Treasuries closed yesterday at the highest since 2009. pic.twitter.com/Ujfb0Lco7l — Lisa Abramowicz (@lisaabramowicz1) August 15, 2023 Nominal yields keep going higher and this affects corporate bonds $LQD, therefore cost of refinancing is increasing. We can expect …
The US govt is dramatically increasing its planned amount of debt it issues in the next 12 months. 🚨 Monthly Auction Sizes +60% by August Next Year vs the previous year. The USA has to finance over $2 trillion …