Debt Desk — Debt Desk — November 13, 2026: AI Fallout, a Steeper Curve and Fresh Private Credit

From Debt Desk · 00:15:44

Show by Jeff Bechtel

The Morning Brief covers Nvidia leadership fallout, a major crypto recovery, new congressional investigations and renewed tension around the Strait of Hormuz. Debt Desk tracks the Treasury curve, SOFR, fresh C-PACE and multifamily refinancings, CMBS stress, agency execution and HUD pricing.

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