The GlobalCapital Podcast

Trump regime starts to grate on global markets


Listen Later

Send us a text

◆ DOGE threatens US CMBS recovery 
◆ Drill, baby, drill? Borrow, habibi, borrow 
◆ Cracks appear in European credit market

Just when you thought it was safe to go back into the office... or rather back into commercial mortgage backed securities with offices as the collateral.

No sooner has the US CMBS revival begun than US president Donald Trump's administration threatens to ruin it. The Department of Government Efficiency (DOGE) spearheaded by Elon Musk is ripping up government office leases . We explain how that could hurt the CMBS market.

In the Middle East, a falling oil price has set investors and bankers wondering about how much more borrowers from the region — especially Saudi Arabia — will need from the bond market this year.

Cracks are also starting to appear in Europe's previously buoyant credit market. We look at where to find the fissures and how issuers can bridge them.

...more
View all episodesView all episodes
Download on the App Store

The GlobalCapital PodcastBy GlobalCapital


More shows like The GlobalCapital Podcast

View all
Exchanges by Goldman Sachs

Exchanges

965 Listeners

Trumponomics by Bloomberg

Trumponomics

350 Listeners

Behind the Money by Financial Times

Behind the Money

230 Listeners

FT News Briefing by Financial Times

FT News Briefing

672 Listeners

UBS On-Air: Market Moves by Client Strategy Office

UBS On-Air: Market Moves

174 Listeners

At Any Rate by J.P. Morgan Global Research

At Any Rate

77 Listeners

The Rachman Review by Financial Times

The Rachman Review

138 Listeners

FICC Focus by Bloomberg Intelligence

FICC Focus

31 Listeners

Another Fine Mezz by Gerald Hayes

Another Fine Mezz

0 Listeners

Merryn Talks Money by Bloomberg

Merryn Talks Money

44 Listeners

The Credit Edge by Bloomberg Intelligence by Bloomberg

The Credit Edge by Bloomberg Intelligence

28 Listeners

The Markets by Goldman Sachs

The Markets

69 Listeners

Unhedged by Financial Times & Pushkin Industries

Unhedged

161 Listeners

Big Take Asia by Bloomberg

Big Take Asia

25 Listeners

The Economics Show by Financial Times

The Economics Show

129 Listeners