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The Debt Ceiling Looms, What Next? | Weekly Round Up

Inflection Point

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The Next Bit of Stress in the Banking Sector

I don't know exactly where commercial real estate is the obvious one. The fact that everyone thinks that it's going to be commercial real estate makes me think it's probably going to be something else. It's that second order thinking, right? If you just think about the headline or the primary trend, it's already in the price. I mean, that's, that's what everybody already knows. You don't just speculate, like, where do you think it's Going to come from?

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