Surveillance: Bank Earnings Kick Off
Bloomberg Surveillance
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Bond Market Volatility and Commercial Real Estate Crisis
The chapter discusses the recent volatility in the bond market and its impact on risk assets. They also delve into the concerns surrounding the commercial real estate market and draw parallels to the crisis in the early 1990s, highlighting expectations of increasing loan losses. The chapter explores the potential effect of retiring baby boomers on consumer spending and the labor market.
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