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Pod 19: Silicon Valley and Signature Bank Collapse, Regional Bank Crisis, The Fed's Response, CPI, and New Fed Policies for Markets

Unusual Whales

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Is There a Systemic Risk in Commercial Real Estate?

I don't kind of see a systemic risk developing here, uh, until the lending window truly gets shut down. What I think the bigger issues are facing down the road that have yet to be fully recognized are the weaknesses in commercial real estate. We'll likely see a 25 basis point rate height. Can March, May is the big question mark.

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