There's been an overly optimistic view of the economic situation:

https://www.barrons.com/articles/bank-of-america-stock-bond-...

https://archive.ph/Q46oB

https://www.bloomberg.com/news/articles/2024-04-03/business-...

https://archive.ph/BDm4W

https://www.bloomberg.com/news/articles/2024-03-30/clo-manag...

https://archive.ph/4ElrO

https://www.wsj.com/finance/banking/banks-are-extending-offi...

https://archive.ph/WQ6XL

https://www.bloomberg.com/news/articles/2024-03-19/real-esta...

https://archive.ph/Wc92Q