Episode 77: Special Year in Review Edition: The Good, The Bad, and the Ugly of 2025
It may be the season for a Santa Claus rally, but this week felt more Grinch than gift: a soft jobs...
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Episode 76: Rate Cut, Rising Optimism, and Early Thoughts on 2026
This week on The CRE Weekly Digest by LightBox, Manus Clancy and Dianne Crocker break down the real story behind the widely anticipated 25 bps rate cut that...
Episode 75: Signals, Slowdowns, and Surprises Kick Off the Final Month of 2025
This week, Manus Clancy and Dianne Crocker unpack a whirlwind of mixed, and often contradictory, market signals. The Fed’s Beige Book...
Episode 74: Thanksgiving Week Signals—Rates, Risk, and Resets
In a short holiday week packed with headlines, markets saw a rare “melt-up” as long-term Treasury yields dipped below 4.01%, inflation data...
Episode 73: Markets Jitter as CRE Data Reveals Contrasts
Markets wobbled this week as investors digested a mix of stock selloffs, cautious consumer data, and jobs numbers that left the Fed “flying...
Episode 72: Shutdown Relief, Markets Exhale, and a Confidence Check for CRE
As the six-week federal shutdown finally comes to an end, markets exhaled from Wall Street to Main Street, easing travel worries...