14 lines
898 B
JSON
14 lines
898 B
JSON
{
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"HubID": "5066",
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"Date": "1/2/2025",
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"HubTags": [
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"External Platform Posts",
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"Future Map Forward Guidance"
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],
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"Contacts": "",
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"Companies": "",
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"File": "",
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"Image": "5066__Image_URL.jpg",
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"Summary": "<p>We're at a high for 20-year commercial mortgage delinquency rate (via commercial mortgage backed securities - CMBS). A harbinger for other business and consumer discretionary categories? I think so</p><p>No secret that COVID unleashed the WFH revolution and companies figured out they could operate just fine without expensive office space. This is reflected in the significant disruption happening in the office market, which we see in delinquency rates. I think the office category serves as an early indicator that both businesses and consumers are identifying areas of discretionary spending that are redundant and unaffordable.<span></span></p>",
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"Notes": ""
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} |