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...
The CRE Weekly Digest by LightBox
Stay informed with our weekly episodes, offering insights into the latest developments in commercial real estate.
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...
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...