Vishy Tirupattur: A Challenging Road for Comm...

In the second of their two-part roundtable, Seth Carpenter and Morgan Stanley’s top economists break down the forces influencing growth across different regions.Read more insights from Morgan Stanley.----- Transcript -----Seth Carpenter: Welcome to Thoughts on the Market. I'm Set ...  Show more

Our Global Chief Economist Seth Carpenter joins our chief regional economists to discuss the outlook for interest rates in the U.S., Japan and Europe.Read more insights from Morgan Stanley.----- Transcript -----Seth Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter ...  Show more

The recent stress in the banking sector appears to have abated but there are knock-on effects that are pressuring a key corner of the economy: commercial real estate. So could commercial real estate be the next possible crisis? In the latest episode of Exchanges at Goldman Sachs, ...  Show more

In the last month or so, two macro risks have become top of mind for investors. One is the stability of regional banks. The other is the weakness in the commercial real estate market. On some level, they're separate stories, but they're also linked, since regional banks tend to d ...  Show more

The Wall Street Journal finally reported on something that investors and lenders have known for more than nine months. 

The rapid rise in interest rates has created a structural problem for commercial real estate. 

The issue goes far beyond the headline that near ...

Yes, there are STILL rental property mortgages with low interest rates AND low money down, even in 2023. These investment property loans are unknown to most real estate investors simply because they don’t know where to look or who to ask about them. Which loans are we talking abo ...  Show more