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96. GDP Down, Rate Cuts Delayed & CRE on Ice – What’s the Fed Waiting For?

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Manage episode 481364236 series 3482894
Content provided by J Scott, Mauricio Rauld, AJ Osborne, and Kyle Wilson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by J Scott, Mauricio Rauld, AJ Osborne, and Kyle Wilson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Episode 96: GDP Miss, Fed Paralysis & a Frozen Real Estate Market

This week on Drunk Real Estate, we’re diving deep into the Q1 GDP shock, the Fed’s continued delay on rate cuts, and why the commercial real estate market is stalled but not yet crashing.

With inflation cooling and employment softening, many expected the Fed to pivot—but Powell seems stuck in neutral. Meanwhile, global trade shifts, delayed refinancing, and rising CRE debt risks are quietly reshaping the economy.

- GDP miss: What went wrong—and what it might mean - Why Powell isn’t cutting rates yet, even with softening inflation - Commercial real estate is frozen—what's keeping it from breaking? - Import surges, trade distortions, and recession warning signs - What investors need to watch in Q2 and beyond

Grab a drink and join the crew for unfiltered insight on markets, policy, and the strange macro environment we’re in.

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 481364236 series 3482894
Content provided by J Scott, Mauricio Rauld, AJ Osborne, and Kyle Wilson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by J Scott, Mauricio Rauld, AJ Osborne, and Kyle Wilson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Episode 96: GDP Miss, Fed Paralysis & a Frozen Real Estate Market

This week on Drunk Real Estate, we’re diving deep into the Q1 GDP shock, the Fed’s continued delay on rate cuts, and why the commercial real estate market is stalled but not yet crashing.

With inflation cooling and employment softening, many expected the Fed to pivot—but Powell seems stuck in neutral. Meanwhile, global trade shifts, delayed refinancing, and rising CRE debt risks are quietly reshaping the economy.

- GDP miss: What went wrong—and what it might mean - Why Powell isn’t cutting rates yet, even with softening inflation - Commercial real estate is frozen—what's keeping it from breaking? - Import surges, trade distortions, and recession warning signs - What investors need to watch in Q2 and beyond

Grab a drink and join the crew for unfiltered insight on markets, policy, and the strange macro environment we’re in.

  continue reading

100 episodes

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