Martha Coacher, Manus Clancy and Dianne Crocker dissect a new round of data from labor reports, retail earnings, and market performance that raise doubts about a soft landing for the economy. The latest on jobs and consumer spending is spooking traders. Is the bad news really bad this time around? “Professor” Manus gives us his take on the uninverted yield curve and how Treasury moves could impact refinance opportunities; Dianne offers a sneak peek at the CRE Activity Index and what it means; and the team dives into some good and not so good office trends. Stick to the end to hear an interesting retail conversion story that gives visitors a choose-your-adventure type experience.
00:17 Market Overview: Labor Market Concerns
02:08 Retailer Insights on Consumer Spending
05:04 Treasury Yield and Recession Indicators
08:26 The Fed Will be the Tell for Market Sentiment
12:33 Multifamily Lending Projections Reforecast
16:42 Lightbox Data Dive: CRE Activity Index
25:31 Office Trends
32:12 Recent Comps for Multifamily, Retail, and Industrial
35:28 Choose your Adventure at the Netflix House
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