Structured Thoughts: Commercial Real Estate Refinancing Landscape
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In our latest Structured Thoughts podcast, Ed Reardon, Head of Securitization Research is joined by Michael Cohen, Managing Partner and Founder of Brighton Capital Advisors for a discussion on the challenges for maturing CRE loans even in a bullish lending market
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4 itemsStructured Thoughts: US Securitized Markets Midyear Outlook
The desk argues that the overall resilience of the US economy is supporting a strong outlook for securitized markets, with 2023 issuance forecasted to reach $360 billion, driven by robust demand in esoteric asset-backed securities. Per the full note, Deutsche Bank’s research highlights a stable unemployment rate of 4.3% and anticipates the Federal Reserve keeping rates on hold, which provides a favorable backdrop for credit markets. This stability contrasts sharply with prevailing volatility in other sectors, reinforcing the positive sentiment for ABS issuance. Furthermore, the inclusion of AI-related investments signals potential opportunities in structured credit, warranting close attention from FX traders looking to navigate this environment.