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unusual_whales
@unusual_whales
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加入 November 2019
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Office loan delinquencies are near the highest level ever recorded, well above the peak of the 2008 financial crisis. 12.16% of office loans in commercial mortgage-backed securities were delinquent in September, per Trepp. The all-time high: 12.34%, set in January. In mid-2022, it was just 1.6%.
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