14. More Bad Retail News, A Look at the CMBX 7 Index, Credit Supply Risk in Corporate CLOs

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Recorded11 Jun 2020

Publisheranchor.fm ↗

Handlerec:11419607

Show notes

The wave of bad news in the retail market, what we expect to see in June CMBS remittance data, the CMBX 7 index, credit supply risk in the corporate CLO market and most importantly, our Father’s Day wish lists. Come for the market commentary, stay for the stories of playing Little League Baseball with Kevin James of “The King of Queens.” Episode Notes: Macro market news and our thoughts on the recovery (1:10) More bad retail news (7:13) What to expect in June CMBS delinquency data (12:26) One third of all malls may be done? (13:44) A scary survey on expiring leases (22:24) Drilling down into the CMBX 7 index (26:31) Credit supply risk in the corporate CLO market (29:23) Our Father’s Day wish lists (32:20)

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