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Apple, Real Estate, Russia, and Carvana

Bloomberg Intelligence

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The Fed's $1.5 Trillion Wall of Mature in Commercial Real Estate

There's a $1.5 trillion wall of maturity coming due in just commercial real estate by 2025, according to Bloomberg. Are we giving up on the idea of a soft landing? Can the Fed not achieve that? In our minds, it's a little probability. We need one to two more quarters to see if this becomes a trend or not.

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