"We’re all a little jumpy about liquidity problems and hidden leverage and bank run-type situations these days … this Blackstone REIT story is not almost certainly not one of those situations." @rbrtrmstrng
ft.com/content/5e4622… twitter.com/adam_tooze/sta…
Chartbook: Mortgage pressure, the domestication of the American garage, the global cereal market & Siberian power adamtooze.substack.com/p/mortgage-pre…
March 22, 2023
Chartbook: Mortgage pressure, the domestication of the American garage, the global cereal market & Siberian power adamtooze.substack.com/p/mortgage-pre…