★ Daily Intelligence Briefings (DIBs)Economics & TradeFinance China’s Credit Ratings Face Negative Outlook, Foreign Outflows Continue to Flatten Equity Performance Moody's shifted their outlook on China's sovereign credit rating to "negative" on Tuesday morning, highlighting a potential need for stimulus…McAlinden Research PartnersDecember 5, 2023
★ Daily Intelligence Briefings (DIBs)FinanceReal Estate & Construction Commercial Properties May See Steeper Rent Declines, Office Building Discounts in Wake of WeWork Bankruptcy WeWork's bankruptcy marks the latest blow to the commercial real estate (CRE) market - particularly the office building segment. Despite…McAlinden Research PartnersNovember 8, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeFinancePolitics & Policy Beijing’s Regulatory Blitz May Fail to Revive Chinese Financial Markets if Growth Risks Remain Unresolved China's reduction of a stamp duty tax on stock trades, the country's latest financial market reform effort, managed to help the…McAlinden Research PartnersAugust 28, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeReal Estate & Construction China Descends Into Deflation as Exports Crumble and New Home Sales Tumble Recent Chinese data releases have painted a worrying picture for the world's leading manufacturing economy, as PMIs, trade flows, and…McAlinden Research PartnersAugust 9, 2023
★ Daily Intelligence Briefings (DIBs)FinanceMonetary PolicyReal Estate & Construction Pummeling of European Commercial Property Markets May Worsen as Inflation Remains Entrenched Dealmaking and valuations in European commercial real estate (CRE) continue to weaken amid high interest rates and slowing growth. There seems…McAlinden Research PartnersJuly 11, 2023
★ Daily Intelligence Briefings (DIBs)FinanceReal Estate & Construction Commercial Property Valuations and Sales Volumes Continually Slammed by Vacant Office Space Office REITs have continued to sell off in recent weeks, coinciding with news that metropolitan office property sales have slowed to…McAlinden Research PartnersMay 31, 2023
★ Daily Intelligence Briefings (DIBs)FinancePolitics & PolicyReal Estate & Construction Commercial Real Estate Price Drop, Potential US Debt Default Raise Risks for Regional Banking Space Commercial real estate prices fell for the first time in over a decade last quarter, heightening the risks overexposed banks…McAlinden Research PartnersMay 18, 2023
★ Daily Intelligence Briefings (DIBs)Monetary PolicyReal Estate & Construction Bets Against Commercial Real Estate Broaden as Banks Could Face More Risks From Resurgent Rates Mounting evidence shows commercial real estate coming under continual pressure from rising rates, which could create another major headwind for the…McAlinden Research PartnersMay 2, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeReal Estate & Construction China’s Real Estate Recovery Slow to Trigger New Construction, Developers Begin New Fundraising Efforts The first expansion of China's real estate sector since 2021 coincided with a better-than-expected first quarter GDP reading this week, indicating…McAlinden Research PartnersApril 20, 2023
★ Daily Intelligence Briefings (DIBs)FinanceReal Estate & Construction Office-Focused Properties Under Pressure as Return to Work Rebound Falls Flat, REIT Short Interest Rises Commercial real estate assets, particularly those exposed to office properties, continue to languish under elevated vacancy rates. Though many companies…McAlinden Research PartnersApril 19, 2023