FT Alphaville looked at the latest data from Realpoint that showed a large jump from May to June in delinquencies. The post includes some interesting commentary. The data from RealPoint is charted below.
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Meanwhile, Research Recap summarizes a recent Fitch report showing that roll rates from from June to July on delinquent loans moving from 30-days to 60 days in Fitch-rated transactions were 54 percent, marking the tenth straight month that over 50% of the 30 day delinquencies moved to 60 days delinquent.
Here are some otherand notes on retail and retail real estate from around the Web today.