Economy
From interest rates to inflation, understand the impact of macroeconomic trends on the real estate capital markets.
The Beyond Insights series aims to deliver timely economic and market-driven insights to better inform your commercial real estate investment decisions.
Markets
From local market rents to cap rates, catch up on the latest capital markets insights.
Learn moreU.S. ECONOMIC MACRO COMMENTARY & INSIGHTS
A Dual Mandate Double Feature
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historical cpi & core cpi
Quarterly market update
The Beyond Insights Quarterly Market Update that most major U.S. housing markets are undersupplied due to population growth, affecting the balance between housing supply and demand.
U.S. Government Shutdown Ends – Future of Monetary Policy Still Murky
On Thursday, President Donald Trump signed legislation to re-open the U.S. government after a 43-day shutdown, the longest in our nation’s history. The shutdown caused a real impact on the U.S. economy—the Congressional Budget Office projected that the shutdown would lower real Gross Domestic Product (GDP) growth in the current quarter by 1.5 percentage points,…
FOMC October Meeting Notes – Powell’s Halloween Special
Fed Chair Jerome Powell was feeling festive on Wednesday when he spooked the market, hawkishly fading the notion that a rate cut at the December Federal Open Market Committee (FOMC) meeting was a guarantee. Powell’s sentiment reflected continued division amongst committee members—instead of playing down the fractured committee, Powell leaned into it, highlighting general uncertainty…
Agency CMBS Spreads Tighten Through September
A headline week for the labor market turned into a nothingburger when the September Nonfarm Payrolls and Unemployment release was put on hold due to the government shutdown. The prints will be released upon the government’s reopening; however, the delay leaves the Federal Open Market Committee (FOMC) without pivotal data leading into their October meeting.…