Update on the Most Splendid Rental Bubbles & Crashes in the US by Wolf Richter • May 1, 2018 • 75 Comments Chicago rents collapse, New York’s swoon, Southern California’s boom. And the US average hides all the drama on the ground.
Peak-Bubble for Junk Bonds, Says WeWork Bond Sale by Wolf Richter • Apr 24, 2018 • 51 Comments When is it gonna pop?
Now Even a Fed Dove Homes in on the “Everything Bubble” by Wolf Richter • Apr 19, 2018 • 87 Comments Bonds, junk bonds, spreads, commercial real estate, leveraged loans, over-leveraged companies… all get named as risks to the banks. This is why “gradual” tightening will continue for a long time.
Another Big Retailer Gets Liquidated by Wolf Richter • Apr 18, 2018 • 53 Comments Retailers in bankruptcy are notoriously hard to restructure.
As Malls Get Crushed, Commercial Real Estate Prices Fall to Lowest in Nearly Two Years by Wolf Richter • Apr 13, 2018 • 33 Comments Leverage is why the Fed has been worried about the price bubble in CRE.
Google Saves Manhattan Office Market. Chinese Buyers Vanish by Wolf Richter • Apr 12, 2018 • 34 Comments One mega-deal at a mega price. The rest was dreary.
Defaults of Retailers Hit “All-Time High” in Q1: Moody’s by Wolf Richter • Apr 10, 2018 • 29 Comments Brick-and-Mortar Meltdown sets record. And Q2 starts out on the right foot.
Brick & Mortar Retail Meltdown, March Update by Wolf Richter • Apr 2, 2018 • 63 Comments And private equity firms are at the helm.
The Peculiar Phenomenon in the Rental Market Implodes by Wolf Richter • Mar 29, 2018 • 38 Comments Update on the 100 most expensive cities. A story of deep-red and big surges.
What Are Zombie Retail Stores Really Worth: Answers Emerge by Wolf Richter • Mar 22, 2018 • 53 Comments “Little or nothing.” Toys “R” Us and its commercial mortgage backed securities.
