The amount of distress in the U.S. Commercial Real Estate increased to USD 71.8 billion during the middle of the year, marking the fourth consecutive quarter of growth. Distress refers to financially troubled assets and properties taken back by lenders. In the last quarter, distress exceeded property owner and lender workouts by approximately USD 8…
In 2023, India emerged as the most populous country globally and stands resilient against the prevailing global economic slowdown. Though its growth is projected to ease slightly over the coming decade, India is foreseen to maintain its pivotal role as a significant contributor to worldwide economic expansion. Insights for What’s Ahead India Growth Story: Short-Term…
Real estate, a diverse and intricate asset class, defies a single, definitive measure of pricing. The intricacies of the market and the multitude of factors influencing buyer behavior make it challenging to gauge property-market values accurately. Each market-level metric encompasses a wide array of buildings, each possessing unique qualitative attributes. Nevertheless, by examining various approaches,…
April witnessed a further nosedive in money supply growth, sinking even deeper into negative territory after experiencing its first negative turn in November 2022, marking a rare occurrence in the past twenty-eight years. The descent in April adds to the alarming downward trajectory, which follows the unprecedented highs witnessed over the past couple of years….
The euro area’s abysmal performance, sinking into recession during the first quarter, occurs against a backdrop of seemingly favorable conditions. Plummeting energy and commodity prices should have provided a much-needed boost to the euro area’s GDP, bolstering its external sector through reduced imports. However, amidst this surge of irrational exuberance, the Citi global economic surprise…
In a groundbreaking development, UK Prime Minister Rishi Sunak and US President Joe Biden have forged the “Atlantic Declaration,” aiming to foster economic cooperation and bolster their respective nations’ growth. While not heralding a comprehensive free trade agreement, the declaration highlights the intent to establish a Critical Minerals Agreement between the two countries, which could…
Since the start of 2022, there has been a significant increase in mortgage rates. Consequently, there has been a sharp decline in home purchases, leading to a slowdown in the turnover of housing. The conditional prepayment rate (CPR), which indicates the percentage of the mortgage pool that pre-pays investors annually due to home sales, has…
The Federal Reserve Faces Insolvency Amidst Rising Losses But Is Being Saved by Controversial Accounting Methods
Investors in commercial real estate are torn between anxiety and anticipation regarding the recent repricing of assets. Those who feel optimistic are actively seeking out assets that are likely to default and can be acquired at lower prices. The key lies in analyzing the timing of loan maturities.
The intensifying geopolitical and economic rivalry between the United States and China has been increasingly characterized as a New Cold War. As tensions escalate, both countries are increasingly seeking to reduce their economic interdependence and establish greater self-reliance.