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Credit agencies misrated $100bn in real estate debt, UK faces political shift, Philippines reinforces warship, drilling for hydrogen reconsidered, Labour swing uncertain, natural hydrogen discovery in Mali, challenges for hydrogen startups
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- Credit agencies may have misrated over $100bn of commercial real estate debt, posing risks for investors.
- Upcoming UK election polls indicate a potential historic shift towards the Labour Party, challenging the Conservative Party's future.
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Commercial Real Estate Credit Ratings
Credit agencies have potentially misrated over $100 billion of commercial real estate debt. The rise in single-asset, single-borrower deals has similarities to the pre-financial crisis high ratings given to bonds backed by subprime borrowers. This misrating could have significant implications for the commercial real estate market and investors.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode