Commercial Real Estate Time Bomb; Leisure Opportunity
The Credit Edge by Bloomberg Intelligence
00:00
The Surprising Success of the Leisure Sector in 2023
The host discusses the unexpected returns generated by the leisure sector in 2023, analyzing factors like a slow economy, high rates, and inflation that may impact its future performance. They specifically focus on the cruise lines and their outlook for funding, mentioning that while the momentum of the sector will moderate in 2024, certain parts like cruise lines are still experiencing high booking levels.
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