Business
With the urgency of the bank concerns calmed for now, the spotlight this week turned to jobs and economic data. In this episode, we examine the signs of weakening across the markets ahead of a big jobs week. We also review indications of potential consumer health pressure and/or receding inflation from early retail earnings. In CRE, we discuss tightening lending conditions, CMBS issuance dropping to levels not seen since 2012, delinquencies across the US, and big headlines to watch. Tune in now. Episode Notes: • Markets weakening: economics and job data (0:23) • Fed speak (6:00) • Signs from retail earnings (9:45) • Blackrock selling failed bank securities (12:43) • Tightening of lending conditions (17:25) • Dallas Fed survey • CMBS issuance or “non issuance?”(23:26) • Delinquency moves across the US (26:40) • Property sector news (29:57) • Headlines of CRE stories to watch (34:07) • Shoutouts (40:27) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp Facebook: www.facebook.com/TreppLLC