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. ...
As we finish week two of the federal shutdown, markets shifted into risk-off mode while investors fly without official data. The team unpacks the Fed’s September minutes (cuts likely, cadence uncertain), lean on alternative signals (Carlyle’s real-time payrolls), and explains why the labor outlook is fragile. In CRE capital markets, the team breaks down how continuation vehicles are bridging liquidity, why loan modifications are up sharply yet still a small share of bank CRE, and what Fifth T...
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. ...
