CWCapital Markets Update - First Quarter 2019

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In This Issue

Feature — Leverage versus Employment Fundamentals

Economy — Continued positive employment and economic trends, but deficits growing at historic rates. Are trade war tariffs intended to fund the shortfall?

Three Trends We Are Watching:

  • Cyclical highs in property prices, volatility, and negative fundamentals
  • Rising Interest Rates
  • CMBS Conduit deal size
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