Report
There is more to life than the office (on the US CRE risk)
Due to its sensitivity to interest rates, commercial real estate (CRE) has been hit hard by monetary tightening. In this mixed category, the offices segment is experiencing a deep crisis, suffering further from working-from-home habits. Recently, defaults on several emblematic cases have served as a reminder that one year or so after the fall of SVB, exposure to the CRE risk remains a threat to the US banking sector. Unlike in previous crises (1980s and 2000s), the current correc...
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Oddo BHF
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
Bruno Cavalier
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