This week’s webcast: securitization will do a better job absorbing the looming wave of CMBS maturies than previously thought and Fannie Mae sells credit risk to a group of reinsurers.
More From Asset Securitization Report
Wall Street’s AI debt machine is starting to choke on supply
Yields are soaring into the double digits on bonds and loans funding the AI infrastructure buildout. Bankers are finding it more difficult to offload risk to insurers and other investors.
Warsh’s faith in markets sidelines more nuanced Fed policy tools
Central bankers typically use their benchmark federal funds rate to steer the economy because it allows for a level of fine-tuning when the market is left to its own devices.
Alan Greenspan, who led Fed during boom before 2008 bust, dies at 100
Greenspan's 18 years as Fed chief, from 1987 until his retirement at the start of 2006, were marked by a stock market boom and low unemployment.
The $3 trillion AI data center build-out becomes all-consuming for debt markets
Across US CMBS and ABS, JPMorgan projects annual data center securitization issuance could reach $30 billion to $40 billion in both 2026 and 2027.
‘You had to be brave’: Wall Street remembers a wild 2025
The twists and turns of the U.S. economy and the artificial-intelligence boom both played a role. But much of it could be traced to the White House.
