Shows / Debt Desk
Debt Desk
Daily briefing with Morning Brief-style national news plus commercial real estate debt and multifamily market coverage. Deals, SOFR and Treasury curve context, CMBS, debt funds, Fannie Mae, Freddie Mac, and HUD execution. Produced by Jeff Bechtel.
Episodes
- Debt Desk
Debt Desk — Debt Desk — November 12, 2026: Election Aftershocks and Fresh Capital Across the Stack
Good morning. It is Thursday, November twelfth. We begin with the national brief. Democrat Scott Colom has won the U.S. Senate race in Mississippi, becoming…
- Debt Desk
Debt Desk — Debt Desk — November 11, 2026: Inflation Reprices the Curve and Multifamily Deals Clear
Good morning. It is Wednesday, November eleventh, and Veterans Day. We begin with the national brief. Inflation came in hotter than markets wanted, and the…
- Debt Desk
Debt Desk — Debt Desk — November 10, 2026: Diplomacy Moves, Inflation Looms and CRE Credit Splits
Good morning. It is Tuesday, November tenth. The national brief begins with a significant change in President Trump’s language on Iran. After meeting Qatar’s…
- Debt Desk
Debt Desk — Debt Desk — November 9, 2026: Washington Pivots as Credit Markets Face the CPI Test
Good morning. It is Monday, November ninth. The national brief begins with President Trump’s first major interview since Republicans lost control of both…
- Debt Desk
Debt Desk — Debt Desk — November 8, 2026: Washington Regroups While Real Estate Credit Keeps Moving
Good morning. It is Sunday, November eighth. The national brief begins with another unusual personnel move from a White House already in transition. President…
- Debt Desk
Debt Desk — Debt Desk — November 7, 2026: A White House Reset Meets a Firmer Jobs Report
Good morning. It is Saturday, November seventh. The national brief begins at the White House, where President Trump is replacing Susie Wiles with Stephen…
- Debt Desk
Debt Desk — Debt Desk — November 6, 2026: Washington Turns to Governing as Rates Rally
Good morning. It is Friday, November sixth. The national brief begins with the transition from election result to governing power. Democrats will enter January…
- Debt Desk
Debt Desk — Debt Desk — November 5, 2026: Washington Resets as Capital Keeps Moving
Good morning. It is Thursday, November fifth. The national brief begins in Washington, where the meaning of Tuesday’s Democratic sweep is becoming clearer…
- Debt Desk
Debt Desk — Debt Desk — November 3, 2026: Election Day, Hormuz Strikes and a Steeper Lending Test
Good morning. It is Tuesday, November third. The national brief begins with Election Day. Americans are voting in every House district, thirty-five Senate…
- Debt Desk
Debt Desk — Debt Desk — November 2, 2026: Election Eve, Cheaper Oil and the Monday Rate Sheet
Good morning. It is Monday, November second. The national brief begins on election eve, with control of Congress still uncertain and both parties making their…
- Debt Desk
Debt Desk — Debt Desk — November 1, 2026: The Midterm Endgame and a Steeper Curve
Good morning. It is Sunday, November first. The national brief begins with the final weekend of the midterm campaign, where nearly fifty million early ballots…
- Debt Desk
Debt Desk — Debt Desk — October 31, 2026: G20 Divisions and a Deeper Rates Rally
Good morning. It is Saturday, October thirty-first. The national brief begins in Atlanta, where foreign ministers from the Group of Twenty are set to finish…
- Debt Desk
Debt Desk — Debt Desk — October 30, 2026: Election Pressure and a Bull-Flattening Curve
Good morning. It is Friday, October thirtieth. The national brief begins in Atlanta, where foreign ministers from the Group of Twenty are gathering today under…
- Debt Desk
Debt Desk — Debt Desk — October 29, 2026: Election Risk and a Higher Long End
Good morning. It is Thursday, October twenty-ninth. The national brief begins with a warning that connects foreign policy, energy risk and the election now…
- Debt Desk
Debt Desk — Debt Desk — October 28, 2026: An Unsettled Vote and a Selective Credit Market
Good morning. It is Wednesday, October twenty-eighth. The national brief begins in Israel, where an election meant to decide the future of Prime Minister…
- Debt Desk
Debt Desk — Debt Desk — October 27, 2026: Ceasefire Test, Israel Votes and Credit Diverges
Good morning. It is Tuesday, October twenty-seventh. The national brief begins in southern Ukraine, where a localized ceasefire between Russia and Ukraine took…
- Debt Desk
Debt Desk — Debt Desk — October 26, 2026: Flood Watches, Election Sprint and Fed Week
Good morning. It is Monday, October twenty-sixth. The national brief begins in Tallahassee, where police are asking the public for videos and tips after a…
- Debt Desk
Debt Desk — Debt Desk — October 25, 2026: Stadium Gunfire, Flood Risk and the Fed Week Ahead
Good morning. It is Sunday, October twenty-fifth. The national brief begins in Tallahassee, Florida, where at least twelve people were injured in a shooting…
- Debt Desk
Debt Desk — Debt Desk — October 24, 2026: Election Pressure, Oil Risk and Multifamily Credit
Good morning. It is Saturday, October twenty-fourth. The national brief begins with another escalation in the federal government's involvement in this…
- Debt Desk
Debt Desk — Debt Desk — October 23, 2026: Election Rules, Rate Relief and Multifamily Credit
Good morning. It is Friday, October twenty-third. The national brief begins at the Supreme Court, where a late change to New Hampshire voting rules could…
- Debt Desk
Debt Desk — Debt Desk — October 22, 2026: Oil Shock, Ukraine Talks and a Big Bank Lending Signal
Good morning. It is Thursday, October twenty-second. The national brief begins in the Strait of Hormuz, where a new threat to oil traffic is moving markets…
- Debt Desk
Debt Desk — Debt Desk — October 21, 2026: Ukraine Talks, Affordability Politics and a Multifamily Maturity Test
Good morning. It is Wednesday, October twenty-first. The national brief begins with a new diplomatic move in the Russia-Ukraine war, and another test of the…
- Debt Desk
Debt Desk — Debt Desk — October 20, 2026: Ukraine Rift, Election Enforcement and the Refinance Divide
Good morning. It is Tuesday, October twentieth. The national brief begins with the sharpest deterioration yet in the relationship between the United States and…
- Debt Desk
Debt Desk — Debt Desk — October 19, 2026: Sanctions Fallout, Oil Relief and a Selective Lending Window
Good morning. It is Monday, October nineteenth. The national brief begins with a new phase in the fight over President Trump's decision to waive sanctions…
- Debt Desk
Debt Desk — Debt Desk — October 18, 2026: Russia Backlash, Midterm Mobilization and the Multifamily Refinance Gap
Good morning. It is Sunday, October eighteenth. The national brief begins with fast-moving fallout from President Trump's decision to put new Russia…
- Debt Desk
Debt Desk — Debt Desk — October 17, 2026: Russia Sanctions Pause, Election Pressure and a Split Credit Market
Good morning. It is Saturday, October seventeenth. The national brief begins with a sharp turn in the administration's Russia policy. President Trump…
- Debt Desk
Debt Desk — Debt Desk — October 16, 2026: Hot Wholesale Prices, Falling Long Yields and Selective Credit
Good morning. It is Friday, October sixteenth. The national brief begins with an economy that is sending two strong signals at the same time: prices are…
- Debt Desk
Debt Desk — Debt Desk — October 15, 2026: Inflation, the Midterms and a Credit Market Still Moving
Good morning. It is Thursday, October fifteenth. The clearest national story this morning is inflation, and the message from September was uncomfortable…
- Debt Desk
Debt Desk — Debt Desk — October 14, 2026: Accountability, the Midterms and a Lower Curve
Good morning. It is Wednesday, October fourteenth. Federal prosecutors have dropped their case against former CIA analyst Sue Mi Terry, ending a closely…
- Debt Desk
Debt Desk — Debt Desk — October 13, 2026: Political Escalation and Three Lender Lanes
Good morning. It is Tuesday, October thirteenth. Federal agents have searched the Washington home of Democratic Representative Ilhan Omar, sharply escalating a…
- Debt Desk
Debt Desk — Debt Desk — October 12, 2026: Storm Recovery, Diesel Politics and the Monday Financing Test
Good morning. It is Monday, October twelfth. The remnants of Hurricane Isaias are moving north, and the storm is now two emergencies at once: a recovery…
- Debt Desk
Debt Desk — Debt Desk — October 11, 2026: Isaias Flooding, Press-Pool Probe and a Steep CRE Curve
Good morning. It is Sunday, October eleventh. Hurricane Isaias is no longer a hurricane, but the danger has moved inland and the human toll is clearer this…
- Debt Desk
Debt Desk — Debt Desk — October 10, 2026: Isaias Aftermath, Russian Diesel and Agency Liquidity
Good morning. It is Saturday, October tenth. Hurricane Isaias has moved inland after slamming the Florida Panhandle and Alabama, and the story this morning has…
- Debt Desk
Debt Desk — Debt Desk — October 9, 2026: Gulf Preparations, Iran Pause and Private Credit at Scale
Good morning. It is Friday, October ninth. Hurricane Isaias is closing in on the northern Gulf Coast, and the preparation phase is giving way to the final…
- Debt Desk
Debt Desk — Debt Desk — October 8, 2026: Gulf Hurricane, Texas Politics and the Cost of Capital
Good morning. It is Thursday, October eighth. Hurricane Isaias is strengthening as it moves toward the northern Gulf Coast, and communities from Florida to…
- Debt Desk
Debt Desk — Debt Desk — October 7, 2026: Midterm Money, Media Rights and a Better Rate Tape
Good morning. It is Wednesday, October seventh. Republicans are entering the final month of the midterm campaign with an unusual problem: roughly one billion…
- Debt Desk
Debt Desk — Debt Desk — October 6, 2026: Public Health Alerts and a Harder Refinance Curve
Good morning. It is Tuesday, October sixth. Florida is dealing with what appears to be the largest dengue outbreak in the continental United States in decades…
- Debt Desk
Debt Desk — Debt Desk — October 5, 2026: A New Court Term and the Cost of Capital
Good morning. It is Monday, October fifth. The Coast Guard has suspended its search for the six people aboard an air ambulance that disappeared while flying…
- Debt Desk
Debt Desk — Debt Desk — October 4, 2026: Medicare Checks, Campaign Pressure and a Steep CRE Curve
Good morning. It is Sunday, October fourth. The White House is promising a one-time 90-dollar payment to more than 20 million Medicare beneficiaries, putting…
- Debt Desk
Debt Desk — Debt Desk — October 3, 2026: Jobs Slow, Fuel Reserves Open and Rates Stay High
Good morning. It is Saturday, October third. The American job market lost more momentum than expected in September, giving the Federal Reserve a little more…
- Debt Desk
Debt Desk — Debt Desk — October 2, 2026: Iran Deployment, Energy Costs and a Bond-Market Rally
Good morning. It is Friday, October second. The United States is sending a third aircraft carrier and roughly 9,000 additional sailors and Marines toward the…
- Debt Desk
Debt Desk — Debt Desk — October 1, 2026: Campaign Pressure, Energy Permitting and Higher Long Rates
Good morning. It is Thursday, October first. President Trump and Vice President JD Vance are opening the final month before the midterm elections with an…
- Debt Desk
Debt Desk — Debt Desk — September 30, 2026: AI Guardrails, Softer Confidence and Selective Credit
Major technology companies sign a voluntary AI-safety accord, consumer confidence falls, and immigration cases move through the courts. Debt Desk examines a…
- Debt Desk
Debt Desk — Debt Desk — September 29, 2026: Trade Friction, Election Security and a Harder Rate Reset
A U.S. ban on Canadian imports raises trade tension, military cyber forces join election protection, and Iran diplomacy continues as oil rises. Debt Desk…
- Debt Desk
Debt Desk — Debt Desk — September 28, 2026: Hormuz Talks, Storm Damage and Monday’s Credit Test
Washington expects more Iran talks after rejecting Tehran’s Strait of Hormuz proposal, a nor’easter floods the Northeast, and new fuel-economy rules arrive…
- Debt Desk
Debt Desk — Debt Desk — September 27, 2026: Hormuz Rejected, New China Channels and a Steep Curve
President Trump rejects Iran’s Strait of Hormuz proposal, Washington and Beijing establish new AI and military communication channels, and storms batter the…
- Debt Desk
Debt Desk — Debt Desk — September 26, 2026: A Hormuz Offer, Election Rulings and Selective Credit
Iran proposes a seven-day route to reopen the Strait of Hormuz, Xi promises two more meetings with Trump, and the Supreme Court reshapes election…
- Debt Desk
Debt Desk — Debt Desk — September 25, 2026: A Summit Without a Breakthrough and a Higher Curve
Trump and Xi leave Washington with dialogue but few measurable commitments; courts intervene in press access and election custody. Debt Desk examines another…
- Debt Desk
Debt Desk — Debt Desk — September 24, 2026: A China Truce, a Steeper Curve and Fresh Capital
Washington and Beijing extend their trade truce as Xi arrives; Iran answers Trump at the U.N.; rural voters focus on costs. Debt Desk examines a Treasury…
- Debt Desk
Debt Desk — Debt Desk — September 23, 2026: Diplomacy, Health Coverage and a Busy Securitization Week
Trump defends the Iran war at the U.N.; the administration targets 760,000 ACA enrollments; states challenge offshore-wind lease cancellations. Debt Desk…
- Debt Desk
Debt Desk — Debt Desk — September 22, 2026: The U.N. Week and the New Lending Curve
Trump heads to the U.N. after meeting New York's mayor; a press access case and Missouri map ruling move forward. Debt Desk examines Monday's Treasury curve…
- Debt Desk
Debt Desk — Debt Desk — September 21, 2026: China Talks, Red Sea Signals and the Monday Lending Reset
Washington and Beijing outline an AI alert proposal and trade talks; Trump plans to meet New York's mayor, and the Red Sea conflict sends a mixed signal. Debt…
- Debt Desk
Debt Desk — Debt Desk — September 20, 2026: Press Ban Enforced, Curve Resets, Private Credit Builds
White House press restrictions take effect, North Korea launches another missile, an AI antitrust fight opens and voter groups warn of funding gaps. Debt Desk…
- Debt Desk
Debt Desk — Debt Desk — September 19, 2026: Xi Visit Set, SOFR Jumps, Life Debt Lands
A high-stakes China state visit, new White House press restrictions, Big Bend border construction and a federal funding dispute lead the national news. Debt…
- Debt Desk
Debt Desk — Debt Desk — September 18, 2026: Early Voting Begins, Rates Rally, Apartment Lending Holds
Early voting, a halted Postal Service election project, Pentagon oversight tensions and a major wildlife-policy shift lead the national news. Debt Desk follows…
- Debt Desk
Debt Desk — Debt Desk — September 17, 2026: Fed Hikes, Curve Reprices, Apartment Credit Moves
The Fed’s first rate increase in three years, new Russia sanctions, an early House recess and U.N. visa restrictions lead the national news. Debt Desk follows…
- Debt Desk
Debt Desk — Debt Desk — September 16, 2026: Fed Decision Day Meets Active Credit Markets
The Fed’s expected rate decision, an Iran war-powers vote, a disrupted Russian plot and growing concern about data centers lead the national news. Debt Desk…
- Debt Desk
Debt Desk — Debt Desk — September 15, 2026: Rates Firm, Refinancings Move, Affordable Housing Finds a Path
National news on mail voting, power plant regulation and the Federal Reserve, followed by current rates, Manhattan conversion financing, industrial…
- Debt Desk
Debt Desk — Debt Desk — September 14, 2026: Oil Risk Returns and Monday Financing Tests
Washington’s crypto negotiations, the AI policy debate, September 11 records, and Red Sea shipping risks lead Monday’s news. Debt Desk follows with verified…
- Debt Desk
Debt Desk — Debt Desk — September 13, 2026: Washington Spending Debate, Flooding, and the Refinance Test
Sunday's national news leads into an Arkansas build-to-rent refinance, the latest official Treasury and SOFR prints, lender execution, and the apartment…