The pressure on commercial real estate borrowers is amping up, but so is insider buying at the regional banks lending them money.
(00:15) Bill Mann and Dylan Lewis discuss:
How rising rates and low occupancy rates continue to put pressure on interest-only commercial real estate borrowers.
The follow-on effects that could hit regional banks.
Why insider ... Show More
Yesterday
The Trade Desk’s Woes & A New AI Donut?
As earnings season winds to a close, the team discusses what we learned this quarter and why a new jobs report may actually be good for the market. Plus, we discuss The Trade Desk’s bad week, Google’s brain drain, and the stocks on our radar. Travis Hoium, Lou Whiteman, and Jon Q ... Show More
40m 49s
Aug 6
The Wild Swings of Earnings Season Continue
The amount of stocks moving 10% or more in either direction this most recent quarter has been staggering. Even companies that post decent, even some might call good, results are dropping double digits or more. Today, Jon, Travis, and Tyler dissect earnings results from several Mo ... Show More
21m 10s
Aug 5
Shopify Shines and Uber Declines
Earnings season continues to give strong results, but that doesn’t mean each stock is rising on the news. Today, we saw Shopify jump and Uber fall after earnings that both showed strong adoption for their products. In addition, we discuss Disney and its growing reliance on the pa ... Show More
19m 33s
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
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
Aug 2023
Corporate credit concerns
Higher interest rates are making it more expensive for companies to borrow money. So what could that mean for the health of corporate America? Saba Capital Management’s Boaz Weinstein, founder and CIO, and Goldman Sachs’ Lotfi Karoui, chief credit strategist, discuss the outlook ... Show More
22m 56s
Sep 2022
How Inflation, Rates and Recession Are Reshaping the Real Estate Market
While the real estate market has been a near sure-fire investment in recent years, rising rates, inflation and recession risks are reshaping the investment landscape. In the latest episode of Exchanges at Goldman Sachs, Jeff Fine, global head of Real Estate Client Solutions and P ... Show More
27m 57s
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
<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
