As the Fed trimmed rates a second time this week after a cooler-than-expected CPI report, trade tensions between the U.S. and China appeared to ease, the federal shutdown entered its second month, Manus Clancy and Dianne Crocker dialed into what it all means for CRE. With Chair Powell’s caution that a December cut isn’t guaranteed, major corporate layoffs at Amazon, GM, and Paramount sharpened concerns that the job market is losing steam, giving the Fed more cover for additional rate relief. ...
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As the Fed trimmed rates a second time this week after a cooler-than-expected CPI report, trade tensions between the U.S. and China appeared to ease, the federal shutdown entered its second month, Manus Clancy and Dianne Crocker dialed into what it all means for CRE. With Chair Powell’s caution that a December cut isn’t guaranteed, major corporate layoffs at Amazon, GM, and Paramount sharpened concerns that the job market is losing steam, giving the Fed more cover for additional rate relief. ...
Diverse Data Signals – Equity Highs, Housing Pops, and Multifamily Moves
The CRE Weekly Digest by LightBox
33 minutes
1 month ago
Diverse Data Signals – Equity Highs, Housing Pops, and Multifamily Moves
For the week ending September 26, the LightBox team unpacks a market full of data contradictions. Fed Chair Powell may have given equity investors a sentiment reset, but stocks remain near record highs with CAPE (Cyclically Adjusted Price-to-Earnings) ratios at 40, rivaling the dot-com bubble era. Still, there’s concern over tariffs, labor softness, and massive AI-driven capex weighing on earnings. Consumers continue to spend on value items as FedEx’s 5% rise in U.S. package volumes sho...
The CRE Weekly Digest by LightBox
As the Fed trimmed rates a second time this week after a cooler-than-expected CPI report, trade tensions between the U.S. and China appeared to ease, the federal shutdown entered its second month, Manus Clancy and Dianne Crocker dialed into what it all means for CRE. With Chair Powell’s caution that a December cut isn’t guaranteed, major corporate layoffs at Amazon, GM, and Paramount sharpened concerns that the job market is losing steam, giving the Fed more cover for additional rate relief. ...
