3min chapter

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Liquidity Spiral In The Bond Market Is Causing "Tremendous Stress" | Jim Bianco

Forward Guidance

CHAPTER

Work From Home

Jim Cevallos: I think we've finally seen it not only in the vacancy numbers, but specifically in the prices of commercial real estate investment trust or ETFs that own them. How severe do you think the bubble is there? He says banks are pushing so hard to get me back in the office because they want everybody back in all the real estate that they financed. The benefit the real estate market has is that it's only been two years, right? No one's going to the office, but everybody's still paying rent.

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