Christmas Sale at EDU
https://www.eurodollar.university/sales-page-1

There are several reasons why suddenly the Fed has apparently accepted market rates going sharply lower. The soft landing scenario might be in greater jeopardy than recent data indicates - or it might more likely come from outside the US. Our focus here, however, is on the financial. What if conditions in the CRE market we all know is going to be a huge problem have started to come to a head? If so, that would get the FOMC's attention. There is evidence for this, too. Maybe more than you'd think.

Eurodollar University's Money & Macro Analysis

Green Street CRE
https://www.greenstreet.com/insights/CPPI

Federal Reserve Beige Book November 2023
https://www.federalreserve.gov/monetarypolicy/files/BeigeBook_20231129.pdf

Bloomberg Odd Lots
Why Multifamily Is the Next Stress Point in Commercial Real Estate
https://www.bloomberg.com/news/articles/2023-12-07/why-multifamily-is-the-next-stress-point-in-commercial-real-estate

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

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Is This The Black Swan Event The Fed Is Preparing For?!