We dig into the Fed’s recent meeting minutes, Q1 GDP revisions, consumer confidence trends, and the latest FDIC banking data. From inflation signals and trade tensions to CRE lending slowdowns and cooling construction activity, the episode connects the dots between the broader economy and the decisions facing market participants in 2025. Whether you're watching the labor market, pricing strategies, or borrower behavior, you’ll want to press play on this pulse check.
Key Moments:
01:28 FOMC Minutes and market reactions
04:04 GDP numbers and economic projections
09:15 Personal income, outlays, and consumer confidence
13:55 Manufacturing and construction data
19:47 FDIC Quarterly Banking Profile insights
26:14 Upcoming reports and announcements
Resources Mentioned:
Q1 2025 US CRE Investment and Transactions Quarterly report - https://www.altusgroup.com/featured-insights/cre-transactions/
US CRE Transaction Analysis – Q1 2025 - https://www.altusgroup.com/insights/us-cre-transactions/
Multifamily sentiment rebounds as the US housing market rebalances - https://www.altusgroup.com/insights/multifamily-sentiment-rebounds-as-us-housing-market-rebalances/
FOMC Minutes - https://www.federalreserve.gov/monetarypolicy/fomcminutes20250507.htm
OECD Economic Outlook - https://www.oecd.org/en/topics/economic-outlook.html
PCE index - https://www.bea.gov/data/personal-consumption-expenditures-price-index
Conference Board Consumer Confidence Survey - https://www.conference-board.org/topics/consumer-confidence
US Census Bureau Construction spending - https://www.census.gov/construction/c30/c30index.html
FDIC Quarterly Banking Profile - https://www.fdic.gov/quarterly-banking-profile
Email us - altusresearch@altusgroup.com
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