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The Institutional Risk Analyst
Banks Slide as Asset Sales Accelerate
If we told you that the Trump White House was planning to end the issuance of all agency MBS, how do you think this will impact financials?
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Mar 115 min read
Big Losses in Commercial Real Estate & PE in 2025?
Private equity portfolio companies are about 10 times as likely to go bankrupt as non-PE-owned companies.
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Jan 136 min read
Small Banks Have Big CRE Risk? Really? | Bank of America Update
The net losses disclosed by BAC and the other large banks at the end of Q4 2023 are significantly understated...
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Mar 25, 20247 min read
What Does PNC Financial Say About Commercial Real Estate?
What does PNC tell us now about commercial loan exposures in 2024?
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Dec 12, 20236 min read
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