CRE Exchange hosts Omar Eltorai and Cole Perry discuss the latest macroeconomic news, including the Federal Reserve's recent interest rate decision, along with data on housing, construction spending, and GDP releases. They also touch on what has been moving the markets with a look at recent earnings across banks and commercial real estate firms. Finally, they share a review of sentiment findings from CREFC’s most recent Board of Governors survey, and share a round-up of all the upcoming earnings calls and releases they will be monitoring over the next week.
Key Moments:
00:50 Macro Update: Inflation and Economic Indicators
04:36 Housing Market Insights
07:49 Construction Spending Analysis
11:55 Market Movements and Earnings Season
16:20 Bank Earnings and CRE Impact
18:58 Asset Management and REITs
22:25 CREFC Survey and Future Outlook
24:54 Upcoming Earnings Calls and Data Releases
Resources Mentioned:
CREFC Board of Governors Survey - https://www.crefc.org/cre/content/News/Items/advocacy-items/CREFCs_4Q_2024_Sentiment_Index_Highlights_Broad_Optimism_as_Market_Dynamics_Stabilize.aspx
FOMC Meeting - https://www.federalreserve.gov/monetarypolicy/fomcpresconf20250129.htm
Bureau of Economic Analysis - Personal Income and Outlays release - https://www.bea.gov/data/income-saving/personal-income
University of Michigan Survey of Consumers - http://www.sca.isr.umich.edu/
US Census Bureau’s new residential sales release - https://www.census.gov/construction/nrs/current/index.html
US Census Bureau’s Construction Spending release - https://www.census.gov/construction/c30/current/index.html
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