Month: March 2026

Vault

Lisa Abramowicz addresses the 1,000 lb gorilla in the commercial real estate room head on with Jones Lang LaSalle’s Mark Gibson. She asks, “Do you think that that is an accurate description of the tsunami of potential defaults that could be hanging out there?”

September 27, 2023

Jamie Dimon expounds on his earlier potential call of the decade of a 7% 10-year rate. He is also urging at the front end for, “clients to be prepared for that kind of stress.” We also need to stop thinking of China as a 10 foot giant.

September 26, 2023

“What we’re seeing unfolding in real time is nothing short of a tech war between the U.S. and China…. We are going to see a bifurcation of a Chinese led technology world and an American led technology world,” says Palantir advisor Jacob Helberg.

September 20, 2023

Former PIMCO economist Paul McCulley doesn’t see a reason for a recession. Nor is there a compelling reason to forecast one.

September 20, 2023

“I think this is more normal than zero interest for 10, 12, 14 years,” says former Barclays CEO Bob Diamond to Andrew Ross Sorkin.

September 17, 2023

Michael Shumacher of Wells Fargo thinks 10-year bond yields go down from here. He doesn’t think the U.S. Government can “tolerate” 6-7% on the 10-year.

September 17, 2023

“Today, we just raise prices,” says Jim Bianco. “The economy has fundamentally changed since 2020.”

September 16, 2023

Zhiwei Ren of Penn Mutual questions the ability of asset managers to purchase duration. He believes there is a risk that demand fails to meet the Treasury supply.

September 15, 2023

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