Commercial Real Estate Looms As A Massive Market Risk

The heads are finally starting to roll in commercial real estate. And another $200 billion of office mortgages remain outstanding and will need to be refinanced before the end of 2026. This could turn out much worse than the subprime-lending fiasco from 2007.

Powell Gets Punched in the Mouth

In normal environments, the Fed is in sync with the market, so when the Fed cuts rates, long-term borrowing costs follow that path. But when the Fed does the wrong thing – long duration bonds like the 10-year U.S. Treasuries run screaming in the opposite direction. That seems to be the case now.

Melt-Up or Meltdown… This Is How to Prepare

Today we’re discussing how rate cuts and consumer weakness play out in the markets, what might happen, and how to prepare. What follows are hard-earned, actionable insights from Porter Stansberry, based on his 25 years of navigating markets.