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Commercial Property Owes $4.8 Trillion and Has to Refinance Into a Five Percent World
There is roughly $4.8 trillion of commercial real estate debt outstanding in the United States, and S&P Global expects the annual
Daniel Whitmore
Silver Is Running Its Sixth Straight Deficit, and Solar Keeps Using Less of It
Silver traded above $63 an ounce in mid-September, a level that would have looked implausible for most of the past decade. Behind it
Daniel Whitmore
Insurers Are Walking Away From the Gulf, and That Is Now Part of the Oil Price
Brent crude rose above $107 a barrel in mid-September and West Texas Intermediate traded near $102, after attacks on Saudi infrastructure added to
Daniel Whitmore
The Ten-Year Touched Five Percent, and That Number Reprices Almost Everything
The ten-year Treasury yield reached 4.999% on September 14, its highest since October 2023. The thirty-year sat at 5.354%, the
Daniel Whitmore
Diesel Set a Record at the Pump While Crude Sat Well Below Its 2022 Peak
US retail diesel reached $5.901 a gallon on September 8, taking out the June 2022 record of $5.82. What makes it remarkable
Daniel Whitmore
Core Inflation Just Hit a Five-Year Low. The Headline Did Not Move.
August consumer prices rose 0.4% on the month and 3.4% from a year earlier, unchanged from July. Strip out food and energy
Daniel Whitmore
The Nuclear Buildout Has Left the Announcement Stage and Started Pouring Concrete
TerraPower received its construction permit for the Natrium reactor in Wyoming in March and broke ground in April. Kairos Power started building its second
Daniel Whitmore
The IPO Window Reopened, and the Companies Coming Through It Are Older
Global equity issuance rose 43% year over year in the first quarter to $256.8 billion, with initial public offerings up 40% to about
Daniel Whitmore
Mortgage Rates Went Up Again and Home Sales Barely Noticed
The 30-year fixed mortgage averaged 6.71% in the first week of September, up from 6.66% the week before and from 6.
Daniel Whitmore
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