The recent stress in the banking sector appears to have abated but there are knock-on effects that are pressuring a key corner of the economy: commercial real estate. So could commercial real estate be the next possible crisis? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Lotfi Karoui, chief credit strategist and head of the ... Show More
Apr 2023
What Commercial Real Estate Stress Means for Banks and Bond Funds
In the last month or so, two macro risks have become top of mind for investors. One is the stability of regional banks. The other is the weakness in the commercial real estate market. On some level, they're separate stories, but they're also linked, since regional banks tend to d ... Show More
47m 42s
May 2024
All Together Now: How investors are navigating today’s fluid capital markets
CBRE Capital Markets specialists offer insights on debt availability, capital flows, sector fundamentals and deal pricing, while our Chief Economist comments on the economic outlook.
Insights to Share: Uncertainty about the direction of interest rates continues to hamper commerci ... Show More
32m 41s
Mar 2023
Prof G Markets: SVB’s Collapse, the U.S. Banking System, Venture Catastrophists, and What’s Next
This week on Prof G Markets, Scott and Ed unpack what happened to Silicon Valley Bank and what its stress test means for the strength of the U.S. banking system. They also discuss how branding has played a role in the chaos, particularly as it relates to the two tiers of venture ... Show More
49m 47s
Feb 2024
Will commercial real estate hurt regional banks?
<p>New York Community Bancorp shares fell 38% on Wednesday, partly on worries about the bank’s exposure to commercial real estate. Today on the show, Ethan Wu is joined by Robert Armstrong and FT property correspondent Joshua Oliver, who explain what’s going on with NYCB, and wha ... Show More
16m 46s
May 2023
Worse Than 2008? - The Commercial Real Estate Crash
<p>Is this the end of commercial real estate? In this episode, Patrick Bet-David talks about the current state of the commercial real estate industry, which has been impacted by various factors such as the shift towards online shopping, remote work due to the pandemic, and low-in ... Show More
8m 49s
Aug 2024
Brother, Can You Spare a Job?
On this week’s episode of the Rosenberg Round-Up, we discuss what’s behind the recent rebound in equities and the changing cross-asset picture, as well as what the 28% downward revision in employment growth is telling us. We also shed light on what lingering risks in the Commerci ... Show More
13m 12s
<p>As regional banks contend with sector volatility, commercial real estate could face challenges in securing new loans and refinancing debt when it matures.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan ... Show More
