Major U.S. Banks, by Commercial Real Estate Exposure
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China’s real residential property prices crashed to their lowest level on record hitting 20 year low
Data from the Bank for International Settlements shows the index dropped to 86.79 in Q4 2025, down from 88.85 in the previous quarter. The index has now declined steadily from its peak of 112.99 in September 2021 marking a 21.5% correction in China’s housing market. The latest reading is also the lowest level since records began in 2005 signaling continued weakness across the property sector. Real estate has been the primary repository of life savings for hundreds of millions of Chinese households. Yet roughly 85 percent of the price gains that underpinned that wealth creation have evaporated since 2021. Sales and prices continue to slide, while an estimate of 80 Million unsold or vacant homes clog the market and many of the country’s largest private developers have defaulted on debts Source: Bull Theory
GS just dropped its first-quarter results, and the numbers are impressive. With the stock currently moving 3.28%, here are the most important highlights you need to know: Net Revenues: $17.23 billion up 14% YoY and 28% vs. Q4 2025. Diluted EPS: $17.55, significantly outperforming last year's $14.12. Net Earnings: $5.63 billion for the quarter. Segment Performance: Global Banking & Markets: A powerhouse quarter with $12.74 billion in revenue (+19% YoY). Investment Banking Fees: Surged 48% to $2.84 billion, fueled by a major comeback in M&A Advisory. Equities: Jumped 27% to $5.33 billion, driven by record-level financing and intermediation. Asset & Wealth Management: Solid growth with $4.08 billion in revenue (+10% YoY). Source: Hataf Capital
Source: Hasnain Malik

