Latest / The TreppWire Podcast: A Commercial Real Estate Show
428. Pressure Beneath the Profits: Bank Earnings, Hot Inflation, Falling Yields, & $2.9B in Hurricane-Exposed CRE
In this week's episode of The TreppWire Podcast, we unpack a week of conflicting economic signals as hotter-than-expected inflation readings collide with a surprisingly rally in Treasury yields. We discuss the latest bank earnings results, highlighting strong loan growth alongside rising funding costs, and signs of softness in capital markets activity. In Digging Through the Data, we examine $2.9 billion in securitized CRE debt exposure across Hurricane Isaias-affected Florida counties, highlighting key geographic and property-type concentrations. We also cover several notable property…
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