Yen Carry Trade and Market Dynamics

After U.S. stocks had their biggest drop since 2022 and the Treasury Yield Curve un-inverted, there is a lot to digest in economic data. In this week's episode of The TreppWire Podcast, we discuss the continued uncertainty and what it could mean for issuance and lending standards. We also compare regional and superregional mall distress, breakdown recent special servicing stories, and give a sneak peek of our office valuations data. Tune in now. Episode Notes: • Economic Update (0:23) • Regional vs. Superregional Mall Distress (10:04) • Tightening Lending Standards (18:55) • Office News (23:16) • Retail Special Servicing (34:38) • Mixed Use to Foreclosure (36:05) • Office Valuations & Loan Losses (44:46) • Shoutouts (47:27) Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp