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https://www.eurodollar.universityWhat's behind the renewed banking woes? Sure, we know it almost certainly has to do with commercial real estate, but we need to get a sense of how much trouble that might lead to. Digging into what information we have available, let's put some hard numbers on the CRE bubble while we go over the latest developments among the US regionals. Eurodollar University's Money & Macro AnalysisFinancial Accounts of the United States (Z1)
https://www.federalreserve.gov..../releases/z1/Greenst Commercial Property Price Index
https://www.greenstreet.com/insights/CPPIBrookline Bancorp Q4 2023 results
https://www.globenewswire.com/....news-release/2024/01 Inc Q4 2023 results
https://ir.bankunited.com/news....-releases/news-relea https://twitter.com/JeffSnider_EDU