Cole Perry and Omar Eltorai unwrap the latest parcel of US economic data, from shifting labor and employment trends to insights from the NFIB Small Business Optimism Index. They explore what these signals suggest for small business growth and economic momentum. The conversation sharpens around market reactions to proposed tariffs, the ripple effects on monetary policy decisions, and the potential implications for commercial real estate investors navigating an unpredictable landscape.
Key Moments:
01:21 NFIB Small Business Optimism Index
08:00 Labor market data analysis
13:19 Market reactions to tariff policies
15:18 Impact of tariffs on real estate
29:30 President Trump's address to congress
32:51 Upcoming data releases and announcements
Resources Mentioned:
NFIB Small Business Optimism Index - https://www.nfib.com/wp-content/uploads/2025/03/NFIB-SBET-Report-Feb.-2025.pdf
ADP National Employment Report - https://mediacenter.adp.com/2025-03-05-ADP-National-Employment-Report-Private-Sector-Employment-Increased-by-77,000-Jobs-in-February-Annual-Pay-was-Up-4-7
The Challenger Report - https://www.challengergray.com/blog/job-cuts-surge-on-doge-actions-retail-woes-highest-monthly-total-since-july-2020/
BLS Employment Situation - https://www.bls.gov/news.release/empsit.toc.htm
BLS JOLTS - https://www.bls.gov/jlt/
Balancing returns and responsibility - Strategic innovation in impact investing - https://www.altusgroup.com/insights/strategic-innovation-in-impact-investing/
Email us - altusresearch@altusgroup.com
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