The week in markets - divergence in focus
Beyond Markets
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Beyond Markets by Julius Bear
The office sector in the US has an occupancy ratio of only 50%. Around $1.1 trillion of US commercial mortgages are expiring this year and next. The market definitely has reasons to be concerned about the spillover effect if the US bank stress does not go away as quickly as we hope. With the risks that we discussed, it is probably one of the best times to put on some hatches to our portfolios because the cost is cheaper than usual.
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