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...
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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...
Episode 68: Tariffs, Data Blackouts & Pricing Reset – CRE’s Quiet Strength
Tariff shock, federal data blackout, and CRE dealmaking…still strengthening. This week, a new 100%-tariff threat on China could rejigger aluminum/steel inputs...
Episode 67: Shutdown Week 2, Fed Cut Signals, CRE Liquidity, Lending & Deals
As we finish week two of the federal shutdown, markets shifted into risk-off mode while investors fly without official data. The...
Episode 66: Markets Shrug, CRE Activity Steadies – Government Shutdown Risks, Bankruptcy Signals & SF’s Two Office Realities
For the week ending October 3rd, the LightBox team explores a market that seems unfazed by negative news. Despite a federal shutdown...
Episode 65: Diverse Data Signals – Equity Highs, Housing Pops, and Multifamily Moves
For the week ending September 26, the LightBox team unpacks a market full of data contradictions. Fed Chair Powell may have...