From Inflation, to Disinflation - What it Means for the Market. And the Risk Inherent in the Tech Rally 5/31/23
CNBC's "Fast Money"
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CMBS Delinquency Rate Hits 14 Month High
The CMBS delinquency rate shot up in May to a 14 month high driven by, of course, office. Office delinquencies jumped 125 basis points from April to 4.0 to percent. The highest since 2018 Trep notes that sub lease space is at or near record highs due to a big drop in demand from big tech.
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