3min chapter

The Macro Trading Floor cover image

What's Happening In Global Macro?

The Macro Trading Floor

CHAPTER

The Systemic Liquidity Crisis in Europe

The value of collateral is coming down European banks are exposed and as you say it's likely gonna continue. The price drop we've seen so far is a reflection of cap rates widening yeah. I think it could actually turn into a pretty prolonged crisis on commercial real estate both in Europe and in the US.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode