Resilience & Recovery: The Future of CRE in 2025

Resilience & Recovery: The Future of CRE in 2025

DEC 11, 2024: Throughout 2024, the U.S. economy demonstrated unexpected resilience, defying earlier forecasts of a mild recession. Robust consumer spending, low unemployment, and stronger-than-expected GDP growth exceeded expectations. However, despite these positive...
Resilience & Recovery: The Future of CRE in 2025

Retail sales show there is no quit in the U.S. consumer

VOLUME 221: WEEK ENDING OCTOBER 19, 2024 The 0.4% rise in headline retail sales for September was driven by a strong increase in underlying control group sales, putting real consumption on track for 3.2% annualized growth in Q3. By sector, gasoline station sales fell...
Resilience & Recovery: The Future of CRE in 2025

CPI wasn’t what the Fed wanted but won’t deter rate cuts

VOLUME 220: WEEK ENDING OCTOBER 12, 2024 The larger-than-expected increase in the September Consumer Price Index (CPI) does not signal a renewed surge in inflation, nor will it prevent the Federal Reserve from proceeding with a 25 basis point rate cut at its November...
Resilience & Recovery: The Future of CRE in 2025

Upward surprise to CPI inflation reduces odds of rapid loosening

VOLUME 216: WEEK ENDING SEPTEMBER 14, 2024 Higher shelter and transport services costs drove the stronger-than-expected rise in core inflation in August. Despite this, the disappointing inflation data makes it more likely that officials will be cautious about easing,...