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Nicholas Glinsman on Banks, Commercial Real Estate, and China

Forward Guidance

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The Concentration Risk in Regional Banks

There's clearly concentration risk in these regional banks, but only some of them. I would actually argue, and we can go onto that, there's a greater concentration risk in say, Swedish banks and maybe German banks directly to commercial real estate. There's a problem of complete illiquidity because they have real estate investment funds. The bank exposure itself banks held 1.73 trillion, which is 38% just over of CRE mortgages of income producing properties.

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