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The Exchange
Shutdown Showdown, Hospitality Headaches and Jeff Currie’s Exit Interview 9/25/23
Sep 25, 2023
Raymond James’ Ed Mills analyzes the potential impact of government shutdown on stocks and bonds. Hospitality industry may face commercial real estate headaches. Goldman Sachs’ Jeff Currie makes bullish case for copper and oil in his last on-air interview at the firm.
44:45
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Quick takeaways
- Hotel loans continue to default, posing a potential crisis for the hospitality industry.
- Oil and copper prices are predicted to rise further, indicating positive momentum in the energy sector.
Deep dives
Commercial real estate concerns rise for hotels
Moody's reports that nearly half of the commercial mortgage-backed security loan liquidations last quarter were hotel loans that initially defaulted in 2020. Fitch also warns of weakening leisure demand and rising costs for hotels.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode