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Multifamily was supposed to be the safe corner of commercial real estate, and its delinquency rate has more than quadrupled since 2024. Regional banks with heavy property loan books are where that pain lands next.
BREAKING: The delinquency rate on multifamily Commercial Mortgage-Backed Securities (CMBS) rose +5 basis points in October, to 8.1%, its highest since 2016. This figure has more than quadrupled since 2024. Furthermore, the delinquency rate on CMBS for offices jumped +17 basis https://t.co/SO2wXEQk8F
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Real-money traders now price a 2026 recession at effectively zero, a record low, which leaves cyclicals and rate-cut bets priced for a soft landing that has to actually show up.
BREAKING: Odds of a recession this year plummet to nearly 0% — a record low https://t.co/63hNi3L5Uk
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The Fed's reaction function for 2027 just got stickier: a Democratic Senate means an incoming chair inherits a board he cannot restock, so rate-path bets built on a fast dovish remake of the Fed need rethinking.
Whether Kevin Warsh would have had a say in Trump's next Fed picks is now a moot question if a Democratic Senate won't confirm any. Past chairs leaned on lieutenants they helped choose. Warsh may have to work with the board he inherited. https://t.co/mKoDkGTrMo https://t.co/zdExQV0eSK [Quoted @NickTimiraos]: Democrats' Senate win may deliver the strongest check yet on Trump's push to reshape the Fed. Until now, checks on the longstanding institutional relationship ("Fed independence") have been piecemeal: Tillis's blockade, Powell staying on as a governor, and court rulings that kept
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The Investor Who Bought Intel at the End of June Is Down $597 on Every $1,000 After Its Worst Day Since 1974
Intel crushed earnings estimates and posted its fastest data center growth in 15 years, yet the stock cratered anyway. One number in the guidance spooked Wall Street, and the winners from longer holding periods might surprise you.
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At 72 She’ll Read Her Medicare Number to a Caller Offering a Free Knee Brace. Then the Fake Bills Start Showing Up
The fake brace on the porch is only the first sign. The real damage hides in her medical record, where a scammer’s claim can block the care she needs next year, and the fix starts with a few quick calls.
Only 15.2% of American Families Still Own Cash Value Life Insurance. The Typical Policy Holds $12,000
That old life insurance statement in the drawer may hold more than you think, and the wrong move could cost you. Before you borrow, cash out, or swap it, one document from the insurer shows what the policy will actually do.
Amgen’s Dividend Has Grown 800% Since 2011. Here’s What It Pays Today
Amgen has raised its payout every year since 2011, yet the pace of those raises is cooling just as patent cliffs and drug price controls close in. One number shows whether the next raise, due soon, will hold up.
An AI lab buying $3.4 billion of its own gas generators says the grid can't deliver megawatts fast enough, and that demand lands on turbine makers and power equipment suppliers first.
JUST IN: Anthropic reportedly agrees to a $3,400,000,000.00 deal to purchase gas-fired generators to power its AI data centers.
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The president is now publicly tying $3 trillion of lost market value to the midterm outcome, which puts policy risk back at the center of the selloff narrative.
BREAKING: President Trump says the US took a “giant step back in history” after the Midterm election results and comments on the $3 trillion loss in the stock market on November 5th. https://t.co/lHuCERlTki
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A 15x forward multiple on a social platform that was priced as a hypergrowth AI data story is the market saying it believes the slower growth guidance.
Reddit now trades at a Forward P/E of 15x. Value play or value trap? $RDDT https://t.co/gv9SlYvuPQ
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3 Dividend Stocks Worth Researching This Weekend
Healthcare, net-lease real estate and oil each hide a dividend that has to survive a lawsuit, rising interest costs or a wild swing in crude. Which risk would you lose sleep over, and which payout earns your trust?