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The
delinquency rate on CMBS loans for office properties has
moved up to 11.8%, the highest level on record (note: data
goes back to 2000)
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00:01 - 21/11/25
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Tariffs were pitched as the
fix for America’s trade deficit.
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45% of fund managers surveyed by
Bank of America in November said an "AI bubble" was the
biggest tail risk for markets, spiking from just 11% in
September
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Japan’s 30-year bond yield has spiked to 3.24% - the highest
level on record. A preview of what’s coming for the US if we
don’t get our deficit/debt spiral under control. The
chickens eventually come home to roost.
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Gold is now outperforming Bitcoin
since the inception of the first Bitcoin ETFs in January
2024
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