“In a time of Universal Deceit – telling the truth is a revolutionary act.” – Orwell
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fwiw:
Whatever it takes? There are those that are concerned about broader stability or systematic risks, especially if disruptions spread to financial markets and the real economy. Interest rates are also likely to remain high with the Fed taking a March cut off the table, while the long inversion of the yield curve isn’t helpful for banks that borrow short to lend long. A full contagion and CRE crisis could see thousands of banks fail under a worst-case scenario, according to SA Investing Group Leader Avi Gilburt, who explores non–owner–occupied property loans, office building vacancies and default rates in a recent Seeking Alpha article. (12 comments)
srce: Seeking Alpha
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