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
|
|
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.
Fed Cuts Rates by 25 bps at September FOMC Meeting
Federal Open Market Committee (FOMC) members voted to resume their rate-cutting campaign at the September Fed meeting—the FOMC cited concerns of a weakening labor market as cause to cut rates for the first time in nine months. Fed officials lowered their benchmark interest rate by a quarter percentage point to 4.00%–4.25% and penciled in two…
Cracks Emerging in Labor Market, Bets Grow for September Cut
In the span of two days, the macro market feels like it has been turned upside down. On Wednesday, the Federal Open Market Committee (FOMC) voted to hold its benchmark rate steady at 4.25%–4.50% during the July meeting. Notably, Fed Governors Waller and Bowman dissented, advocating for a rate cut—the first dual dissent since 1993.…
Inflation Prints Begin to Show Signs of Tariff Pressure
The June Consumer Price Index (CPI) print was released on Tuesday – underlying inflation rose by less than expected; however, the underlying details signaled that companies are beginning to pass some tariff-related costs onto consumers. The core CPI print, which excludes food and energy prices, increased 0.2% from May, according to the Bureau of Labor…