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Chart of the Week

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Chart of the Week·14 Jun 2026·3 min read

Office Is the Visible Crisis. Multifamily Is the Hidden One.

CRE stress is no longer just an office story. The next pressure point is smaller-bank exposure to multifamily, construction and refinancing risk.

Credit

More research

2 briefings

Chart of the Week·5 Jun 2026·7 min read

AI Capex Is Real. The Payback Window Is the Question.

The market is no longer debating whether AI infrastructure exists. It is debating whether the spending cycle is already borrowing revenue from the future.

AI Infrastructure

Chart of the Week·29 May 2026·3 min read

Apparently Demographics Don't Matter Until They Do

Markets can ignore ageing populations for years. Demographics return the favour.

Macro

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