The economy slows its roll — some positive notes for CRE?
In the latest episode of the CRE Exchange podcast, Altus’ Omar Eltorai, Director of Research, and Cole Perry, Senior Market Analyst, cover Jerome Powell’s recent testimony on Capitol Hill and the SEC climate disclosure walkback. They also discuss l...
CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax · Altus Group
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Show Notes
In the latest episode of the CRE Exchange podcast, Altus’ Omar Eltorai, Director of Research, and Cole Perry, Senior Market Analyst, cover Jerome Powell’s recent testimony on Capitol Hill and the SEC climate disclosure walkback. They also discuss last week’s macro data releases, including employment, construction data, beige book and the most recent FDIC quarterly banking profile. They wrap the episode up by touching on what’s happening in capital markets, the banking sector and some notable earnings calls from large retailers.
Key Takeaways:
(01:37) - Powell’s testimony on Capitol Hill
(03:31) - SEC climate disclosure walk back
(08:30) - February JOLTS and employment situation
(11:27) - Fed Beige Book
(18:01) - Construction spending
(19:56) - FDIC Quarterly Banking Profile
(26:59) - Banking and NYCB
(29:26) - Retailer Earnings
(34:21) - Upcoming data releases
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