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Debunking Doom: A Rational Take on Consumer Spending and CRE Dynamics


Host Zach Griffiths and head of U.S. financials Jesse Rosenthal delve into the intricate dynamics of consumer credit and bank exposure to commercial real estate. Discover the nuanced take on credit card debt spikes, the resilience of the consumer in the face of rising rates and inflation, and what the future holds for office CRE.


Zachary Griffiths, CFA
Head of IG & Macro Strategy

Jesse Rosenthal
Head of Banks

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