The Impact of Commercial Real Estate on Banks

Commercial real estate is such a big topic right now and i think the problem with it is that it could just be this super slow bleed. A lot of it really doesn't happen until leases get renewed and then you realize like i have no tenants so um i i'm not really factoring it in too much because i think it's real and it's important but it's almost like a structural thing. So dollar cad by the way understatement of the hour spicy timing from opec spicyYeah yeah spicy timing for the middle finger to the united states Yeah geopolitically quite spicy as well indeed here's a great question from brian rando when is commercial real estate going to start affecting banks what