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Trump regime starts to grate on global markets

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Manage episode 471408294 series 2950782
Content provided by GlobalCapital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by GlobalCapital or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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◆ DOGE threatens US CMBS recovery
◆ Drill, baby, drill? Borrow, habibi, borrow
◆ Cracks appear in European credit market

Just when you thought it was safe to go back into the office... or rather back into commercial mortgage backed securities with offices as the collateral.

No sooner has the US CMBS revival begun than US president Donald Trump's administration threatens to ruin it. The Department of Government Efficiency (DOGE) spearheaded by Elon Musk is ripping up government office leases . We explain how that could hurt the CMBS market.

In the Middle East, a falling oil price has set investors and bankers wondering about how much more borrowers from the region — especially Saudi Arabia — will need from the bond market this year.

Cracks are also starting to appear in Europe's previously buoyant credit market. We look at where to find the fissures and how issuers can bridge them.

  continue reading

196 episodes

Artwork
iconShare
 
Manage episode 471408294 series 2950782
Content provided by GlobalCapital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by GlobalCapital or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Send us a text

◆ DOGE threatens US CMBS recovery
◆ Drill, baby, drill? Borrow, habibi, borrow
◆ Cracks appear in European credit market

Just when you thought it was safe to go back into the office... or rather back into commercial mortgage backed securities with offices as the collateral.

No sooner has the US CMBS revival begun than US president Donald Trump's administration threatens to ruin it. The Department of Government Efficiency (DOGE) spearheaded by Elon Musk is ripping up government office leases . We explain how that could hurt the CMBS market.

In the Middle East, a falling oil price has set investors and bankers wondering about how much more borrowers from the region — especially Saudi Arabia — will need from the bond market this year.

Cracks are also starting to appear in Europe's previously buoyant credit market. We look at where to find the fissures and how issuers can bridge them.

  continue reading

196 episodes

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