In this week’s episode of The TreppWire Podcast, we examine rising Middle East tensions following US-Israeli strikes on Iran, including Iranian drone damage to Amazon data centers in the Gulf, and the ripple effects on oil prices and the 10-year Treasury. We cover the reversal of the 10-year Treasury back above 4%, rising oil prices, and record redemption requests at Blackstone's private credit fund. We review Trepp's February CMBS delinquency data, take a deep dive into the surging CRE CLO market, and break down $7.6 billion in SASB AAA downgrades. We close with a trading alert on the Minneapolis City Center loan and Target's surprise lease buyout. Tune in now.Episode notes: • Economic Update: Labor Data, Middle East Conflict & Ides of March Superstition• Iranian Drone Strikes on Amazon Middle East Facilities• Treasury Yields & Oil: Market Reaction to Gulf Conflict• Blackstone Private Credit Fund: Record Redemptions & Liquidity Response• CMBS Delinquency Report: Rate Declined, Led by Large Office & Retail Loan Extensions• CRE CLO Market: Record 2026 Issuance Pace• SASB Ratings Migrations & SF Office Losses• Programming Notes• Shoutouts Questions or comments? Contact us at [email protected]. Follow Trepp: X: www.x.com/TreppWire LinkedIn: www.linkedin.com/company/trepp

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related