Navigating the ‘perfect storm’ in commercial ...

The bottleneck in the artificial intelligence (AI) buildout is neither capital nor demand, but rather the operational capability to develop land, secure a grid connection, and build the power supply, says Brookfield Asset Management CEO Connor Teskey on Goldman Sachs Exchanges: G ...  عرض المزيد

With the right “rules of the road,” advancing AI doesn’t have to be a choice between innovation and safety, says David Solomon, chairman and CEO of Goldman Sachs. He also explains why he’s optimistic about AI’s impact on the job market in this episode of the Exchanges podcast. Ke ...  عرض المزيد

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 ...  عرض المزيد

As regional banks contend with sector volatility, commercial real estate could face challenges in securing new loans and refinancing debt when it matures.

----- Transcript -----

Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan ...

Commercial real estate faces a tough 2024 as trillions of dollars in debt comes due and refinancing gets harder, according to Neil Callanan, corporate finance czar at Bloomberg News. Offices in financial centers are especially under pressure after banks tightened lending standard ...  عرض المزيد