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...
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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...
Episode 71: New York’s Bold Bet, Mixed Signals, and CRE’s “Back-ish” Recovery
Everyone in New York is wondering the same thing: what will Mayor-elect Zohran Mamdani’s win mean for the city—and for commercial...
Episode 70: A Haunted Market? Rate Cuts, Layoffs, and the Fed’s Balancing Act
As the Fed trimmed rates a second time this week after a cooler-than-expected CPI report, trade tensions between the U.S. and...
Episode 69: Market Resilience and Rising Optimism – CRE’s Quiet Comeback
Commercial real estate isn’t flinching. In this week’s LightBox CRE Weekly Digest, Manus Clancy and Dianne Crocker break down a market...