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Q1 2019 Markets Update

April 4, 2019
Category: Guide

In This Issue

  • Economy — Continued positive employment and economic trends, but deficits growing at historic rates. Are trade war tariffs intended to fund the shortfall?
  • Cyclical highs in property prices, volatility, and negative fundamentals
  • Feature — Leverage versus Employment Fundamentals

Three Trends We Are Watching

  • Cyclical highs in property prices
  • Rising Interest Rates
  • CMBS Conduit deal size