e-ore: My concern is the commercial real-estate market. The last time around, residential real estate caused the crisis. Banks might be on an even keel at the moment, but what happens when commercial mortgages go belly up. How many office buildings does a bank want to have on its books.
Who is going to rent 50K square feet of office space these days?
And what about the auto market. As more people work at home going forward, who needs to buy a new vehicle? Far fewer people than before the epidemic.
GM and Ford are starting up production soon (next week?). What happens if they get pushback from dealers who cannot unload the vehicles they already own. Fewer car loans. Missed payments on car loans for people who are unemployed. More trouble for banks.
IMO, anyone who thinks the economy will come raging back is nuts. JMO
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