EPISODE · Mar 27, 2023 · 18 MIN
The Weekly Briefing: Why is everyone worried about commercial real estate?
from The Weekly Briefing from Capital Economics · host Capital Economics
Two weeks into the banking sector turmoil and there are few signs that the panic is ending. David Wilder speaks to Neil Shearing about why investors are still uneasy, whether central banks have made a mistake, and why there's growing focus on commercial property holdings amid the intensifying hunt for the next source of instability. Plus, wheat consumption has typically grown along with the global population. But that's set to change, according to economist Bradley Saunders. He talks to Caroline Bain about his new report which warns of an unprecedented drop in consumption in the coming years.Click here to read the analysis referenced in this podcast. (00:20) - Neil Shearing on the banking turmoil and commercial real estate. (08:34) - Bradley Saunders on the looming fall in wheat consumption.
What this episode covers
Two weeks into the banking sector turmoil and there are few signs that the panic is ending. David Wilder speaks to Neil Shearing about why investors are still uneasy, whether central banks have made a mistake, and why there's growing focus on commercial property holdings amid the intensifying hunt for the next source of instability. Plus, wheat consumption has typically grown along with the global population. But that's set to change, according to economist Bradley Saunders. He talks to Caroline Bain about his new report which warns of an unprecedented drop in consumption in the coming years.Click here to read the analysis referenced in this podcast. (00:20) - Neil Shearing on the banking turmoil and commercial real estate. (08:34) - Bradley Saunders on the looming fall in wheat consumption.
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The Weekly Briefing: Why is everyone worried about commercial real estate?
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