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RCLCO
Real Estate Market Sentiment Dips into Recessionary Zone Amid Economic Uncertainty
RCLCO's Real Estate Market Sentiment Survey tracks confidence in U.S. real estate market conditions, showing a dramatic decline during mid-2020 amid economic uncertainty.
EconomyU.S. National
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McKinsey & Company
Colocation data centers: The infrastructure race behind AI
Data center capital expenditures are surging as AI workloads grow, yet competitiveness increasingly depends on securing advanced accelerators, reliable electricity, and fast project delivery.
EconomyCapital MarketsData CentersGlobalU.S. National
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McKinsey & Company
Nuclear power: A renaissance in the making
The explosion of AI data centers and the continued electrification of automobiles and other products have greatly increased demand for electricity, sparking renewed interest in producing nuclear power.
EconomyCapital MarketsData CentersGlobalU.S. National
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Fitch Ratings
Structured Finance and Covered Bonds Counterparty Rating Criteria
Fitch Ratings published updated methodology and criteria for assessing counterparty risk in structured finance and covered bond instruments.
Capital MarketsCMBSU.S. NationalGlobal
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Fitch Ratings
Robust US CRE CLO Issuance, Reinvestments, Outperformance Amid Rising Macro Pressures
Fitch Ratings analysis of US commercial real estate CLO issuance performance and reinvestment dynamics within a context of macroeconomic headwinds.
Capital MarketsCMBSU.S. National
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Fitch Ratings
Accelerating Technology May Increase Obsolescence Risk Within ABS, MBS
Fitch Ratings analyzes how rapid technological advancement may elevate obsolescence risk for assets underlying asset-backed and mortgage-backed securities.
Capital MarketsCMBSU.S. NationalGlobal
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Fitch Ratings
Data Centre Securitisation in EMEA — Credit Considerations and a UK Case Study
Fitch Ratings webcast examining credit considerations for data centre securitisations across EMEA with focus on a UK case study.
Data CentersCapital MarketsCMBSU.S. NationalEurope
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Fitch Ratings
EMEA CMBS Sees Split Between Covenant Discipline and Disposal Flexibility
Fitch Ratings analysis examining the divergent approaches to covenant structures and asset disposal mechanisms within European commercial mortgage-backed securities.
CMBSU.S. NationalEurope
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Fitch Ratings
Rents, Lease Pass Throughs Support US Data Centers Amid Higher Costs
Fitch Ratings analyzes how US data center operators are leveraging rental escalations and lease pass-through mechanisms to offset rising operational expenses.
Data CentersU.S. National
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