Recession odds climb on Wall Street as economy shows cracks beneath the surface

[ad_1] Vanessa Nunes | Istock | Getty Images Federal Reserve Chair Jerome Powell last week pushed back when asked whether stagflation posed a threat to the U.S. economy. His successor may face a tougher challenge, as Wall Street forecasters raise their expectations of recession, brought on in part by the Iran war and potential for […]

Blackstone’s BREIT is a major seller in January commercial real estate deals

[ad_1] A version of this article first appeared in the CNBC Property Play newsletter with Diana Olick. Property Play covers new and evolving opportunities for the real estate investor, from individuals to venture capitalists, private equity funds, family offices, institutional investors and large public companies. Sign up to receive future editions, straight to your inbox. […]

How the AI debt binge shattered hyperscalers’ ‘unspoken contract’ with investors

[ad_1] Hyperscalers are significantly ramping up their AI capex spending — and increasingly using credit markets to fund it. But investors say this shift is challenging mega-cap tech giants’ so-called ‘fortress balance sheet’ status, and rips up what they call the “unspoken contract” that kept speculative AI spending largely separate from debt markets. After Amazon, […]