Latest / The TreppWire Podcast: A Commercial Real Estate Show
416. The Bond Market Bites Back: Treasury Intervention, AI’s $3 Trillion Bet, Office Loans Below Breakeven, & Forced CRE Sales
In this week's episode of The TreppWire Podcast, we unpack a volatile week in the bond market as the 30-year Treasury yield climbed above 5.3%, Treasury Secretary Scott Bessent stepped in with expanded long-term buybacks, and much of the initial market reaction quickly reversed. We discuss what the move says about the battle over long-term rates, growing capital demands, and whether the Fed's next move could actually be a hike. In AI, increasingly complex financing structures and roughly $3 trillion in off-balance-sheet commitments are raising new questions about leverage, interconnected…
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