November 20, 2023 | Commercial real estate and the forgotten office building are under pressure as loan delinquencies increase.
Why It Matters: There’s a consensus this is a troubled area post-Covid, and rising interest rates compound these problems, need to keep an eye on it.
Source: Torsten Slok
...May 1 2023 | The shares of First Republic Bank are under pressure this week.Why It Matters: Despite being out of the headlines, the collapse of Silicon Valley Bank is still being felt, with wider implications for investors. It’s important to monitor the situation. Source: thedailyshot
...April 17 2023| Bank lending declines are at some of the fastest levels seen. Why It Matters: The collapse of Silicon Valley Bank resulted in banks not eager to lend money as of late. This could impact small businesses that heavily rely on banks for funding.Source: Torsten Slok
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