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U.S. ECONOMIC MACRO COMMENTARY & INSIGHTS

Between a Rock and a Hard Place

March 6, 2026
  • U.S. engagement with Iran ignites inflation fears due to projected increase in oil prices
  • Market volatility spikes with the duration of the conflict unclear
  • February nonfarm payroll print misses significantly to the downside

The Federal Reserve is in desperate need of a timeout. Just five weeks ago, the Federal Open Market Committee (FOMC) was content with the state of the U.S. economy. Fed officials believed current rates were at appropriate levels to promote progress on the Fed’s dual mandate. Jerome Powell was running out the clock on his term as Chair, stating at the January FOMC meeting that current rates were in a plausible range of neutral. Since the January meeting, however, the script on the U.S. economy has been flipped.

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Nonfarm Payrolls Print Vs. Revision

Source: U.S. Bureau of Labor Statistics
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Woodforest Medical Plaza and Williamson Health Center, Houston, TX and Nashville, TN | Sold by Berkadia 2026

Berkadia Announces the Sale of Two Medical Buildings in Houston, Texas and Nashville, Tennessee Houston, Texas and Nashville, Tennessee – March 10, 2026 – Berkadia announced today the sale of two Class A medical outpatient buildings: Woodforest Medical Plaza, located in Houston, Texas, and Williamson Health Center, located in Nashville, Tennessee. Managing Director Vasili Davos, Senior Managing Director and Head of Medical & Life Sciences Sabrina Solomiany and Managing Directors Chris Lashmet and Eric Lee of Berkadia Medical & Life Sciences led the transaction on behalf…

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The Sheridan of Green Oaks, Lake Bluff, IL | Sold and Financed by Berkadia 2026

Berkadia Announces Class-A Senior Living Sale & Financing in Chicago MSA Lake Bluff, Illinois – March 9, 2026 – Berkadia, a distinguished leader in the commercial real estate sector, announced today the sale and financing of The Sheridan of Green Oaks, a Class-A, 198-unit independent living, assisted living, and memory care community in Lake Bluff, Illinois. Built in 2016, the community is located in the Chicago region’s affluent…

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Insights

Between a Rock and a Hard Place

The Federal Reserve is in desperate need of a timeout. Just five weeks ago, the Federal Open Market Committee (FOMC) was content with the state of the U.S. economy. Fed officials believed current rates were at appropriate levels to promote progress on the Fed’s dual mandate. Jerome Powell was running out the clock on his…

Read More

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