TBH the only thing standing between us and a recovery in CRE markets in Europe is ...
US GDP ... which in practice is US deficit spending growth + AI-capex ... the ROW is in recession ... and rates are being held up by the fear of fighting the Fed ... mind you the longer this goes on ... the bigger the potential shift in the yield curve when the Fed blinks ...
#higherforlongerdoesn'tmeanhigherforever ...
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