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Crunched Credit Blog

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My Hair Is Not on Fire…Yet

USA - August 11 2022 I’m back from vacation in the English countryside, away from the hurly burly of life in our capital markets. While I tried hard not to obsess on the…

It’s Not Just a Flesh Wound

Global - June 28 2022 I’ve been back from CREFC’s and RER’s annual meetings for a week or so, mulling what those confabs meant. There’s been plenty of reportage on the…

Contagion

Global - May 26 2022 What I know about cryptocurrency can be inscribed on a head of pin with a jackhammer. But I know it’s a thing; I know it’s a big thing and getting…

Why Don’t (Enough) Investors Like CRE CLO?

USA - May 10 2022 Why don’t enough investors like CRE CLO securities? They all really should, and it would be terrifically helpful to the market if more of them did so…

It’s the Inflation, Stupid

USA - April 11 2022 We certainly have an abundance of bad bits and bobs out there right now, don’t we? War, pestilence, chubby dictators with rockets, buff dictators…

SOFR: The Face That Launched a Thousand Ships Was Photo-Shopped!

European Union, USA - March 6 2022 Why I’m bothering to write about SOFR transition at this point is a bit of a mystery. Hasn’t this topic now finally exhausted both our energy and…

The Coming Regulatory Deluge (With Apologies to Louis XV): Smells Like Opportunity to Me

Global, USA - February 18 2022 Events keep happening that really do make it clear that we are about to enter a period of enhanced regulatory intrusion into the financial services…

Ahhh… Miami! Sun, Sand and Commercial Real Estate

USA - February 2 2022 CREFC January 2022 - it was supposed to be the comeback conference. Everyone was pumped to spend a few days down south, getting together with their…

Prognosticators’ Regret

United Kingdom - January 12 2022 Just a few weeks back, I penned a sunny and optimistic piece about the growth of the CRE CLO market in 2022 and by implication, the general amicable…

The CRE CLO Unleashed

Global, United Kingdom - December 21 2021 Our fine little CRE CLO business has exploded over the past couple of years, hasn’t it? Last year, around this time, I recklessly predicted for my…