Christmas Sale at EDU
https://www.eurodollar.university/sales-page-1
There are several reasons why suddenly the Fed has apparently accepted market rates going sharply lower. The soft landing scenario might be in greater jeopardy than recent data indicates - or it might more likely come from outside the US. Our focus here, however, is on the financial. What if conditions in the CRE market we all know is going to be a huge problem have started to come to a head? If so, that would get the FOMC's attention. There is evidence for this, too. Maybe more than you'd think.
Eurodollar University's Money & Macro Analysis
Green Street CRE
https://www.greenstreet.com/insights/CPPI
Federal Reserve Beige Book November 2023
https://www.federalreserve.gov/monetarypolicy/files/BeigeBook_20231129.pdf
Bloomberg Odd Lots
Why Multifamily Is the Next Stress Point in Commercial Real Estate
https://www.bloomberg.com/news/articles/2023-12-07/why-multifamily-is-the-next-stress-point-in-commercial-real-estate
Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7
#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral
What is Eurodollar University?
Jeff Snider will guide you through the realm of monetary science. Multiple episodes uploaded each week, discussing big news and key current events, the state of markets and what they are telling you, as well as historical summaries and deep background material so that you can understand what’s really going on in this eurodollar’s world.