US Commercial real estate loans are reaching delinquency rates not seen since the GFC

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C&I lending slowed down in tandem with residential lending during the 01′ Recession and Great Recession and didn’t recover for years. They’re connected/correlated markets.

See also  Cutting rates was a colossal mistake. Persistent inflation is not a coincidence. It is a policy.
See also  Lots of Florida real estate businesses filing bankruptcy. More of this as rates remain elevated.

https://www.aei.org/carpe-diem/commercial-lending-has-almost-completely-recovered-from-the-great-recession-and-faster-than-after-2001-recession/

h/t Mrbumboleh


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