Previous post Next post

Will Commercial Real Estate be the Next to Fall?(3/27/23)

(3/27/23) In the aftermath of the bank fail and bailout fiasco, the Fed's QT is essentially being negated by bond buys; despite that, markets are setting a rising trend. Gold buyers read real interest rates; stock buyers read earnings estimates. While the Fed continues to focus on inflation, markets are pricing-in a 110-bp rate cut by Summer's end. 15-years after Bear-Stearns, the component missing for full financial crisis is a lack of faith in the system. It's all about stability, but risk remains of breaking something this year. The fallacy of the Fed's Bank Stress Tests; a simple explanation of what went wrong at SVB; the next area of risk will be in commercial real estate. Multi-family real estate also at risk because of origins of construction loans; too much supply, not enough demand. The use of buy-now, pay-later schemes; why Millennials and Gen-Z cannot save: Instant gratification vs delayed gratification.
3:06 - While Fed Focuses on Inflation, Markets Price-in 110-bp rate cut by summer
14:25 - The Missing Component for Full Financial Crisis
30:28 - After the Banks, the Next Area of Risk
44:26 - Financial Habits of Millennials & Gen-Z
Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
The latest installment of our new feature, Before the Bell | "Markets Continue to Establish Higher Bottoms," is here:
Our previous show is here: "Why SVB Failure is Not Likely a One-off Event"
Articles mentioned in this podcast:
"Recession Indicators Say The Fed Broke Something"
Get more info & commentary:
SUBSCRIBE to The Real Investment Show here:
Visit our Site:
Contact Us: 1-855-RIA-PLAN
Subscribe to SimpleVisor:
Connect with us on social:
#InvestingAdvice #FederalReserve #SiliconValleyBank #Bailout #RateHike #CommercialRealEstate #MarketRisk #Markets #Money #Investing
Full story here Are you the author?
Lance Roberts
Finally, financial news that makes sense. Lance Roberts, the host of "StreetTalkLive", has a unique ability to bring the complex world of economics, investing and personal financial wealth building to you in simple, easy and informative ways but also makes it entertaining to listen to at the same time.
Previous post See more for 9a.) Real Investment Advice Next post
Tags: ,

Permanent link to this article:

14 pings

Skip to comment form

Leave a Reply

Your email address will not be published.

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>

This site uses Akismet to reduce spam. Learn how your comment data is processed.