Federal Reserve
Fed Holds Rates Steady in July With Three Dissents as Goldman Sees No Hike Through 2026
The Federal Reserve left its benchmark rate unchanged at its July meeting despite the closest call on a hike in three decades, offering...
Watch Rents Rise
By John Cumbelich Our firm recently completed a Q2 survey of the region’s 25 flagship Power Centers, in which we reported that occupancy...
Wells Fargo Sees Rates Higher for Longer as AI Data Centers Anchor Commercial Construction
Wells Fargo's latest U.S. outlook warns that stubborn inflation and a more hawkish Federal Reserve will keep borrowing costs elevated into 2027, sustaining...
Goldman Cuts US Recession Odds to 15% as Oil Retreats, but Warns of Hawkish Fed and Stretched AI Valuations
Goldman Sachs has lowered its 12-month US recession probability to the long-term norm of 15 percent following a US-Iran agreement that pulled energy...
Wells Fargo: Fed Poised for Extended Hold as Warsh Era Opens Amid Sticky Inflation
Wells Fargo economists expect the Federal Reserve to sit on the sidelines for an extended period as new Chair Kevin Warsh takes the...
Allen Matkins/UCLA Anderson Survey Finds CRE Distress Has Peaked as Deals Close Despite War-Driven Rate Spike
The Summer 2026 Allen Matkins/UCLA Anderson Forecast survey of California commercial real estate sentiment found that industry distress has peaked and transactions are...
U.S. Economy Faces Latest Supply Shock as Iran Oil Disruption Tests Fed’s Inflation Resolve
UCLA Anderson Forecast projects 2 percent GDP growth and headline inflation climbing to 4 percent by year-end as AI investment and fiscal stimulus...
Starwood Pulls the Plug on SREIT Redemptions, Slashes Distribution as Non-Traded REIT Reckoning Reaches Its Endgame
Barry Sternlicht’s $22.4 billion fund becomes the last holdout in a sector-wide liquidity crisis, betting that Sunbelt multifamily fundamentals will reward shareholders who...
San Francisco Peninsula Industrial Market Rebounds With 190,000 SQFT Absorption Swing in Q1 2026
Tech hardware and AI-related tenants fuel leasing momentum across the Peninsula as vacancy drops to 5.4 percent The San Francisco Peninsula industrial market...
AI Set to Flatten Office Job Growth Through 2030, Pushing U.S. Vacancy to 21.5%, Newmark Finds
A new Newmark research report forecasts that artificial intelligence will moderate office-using employment to near-zero growth over the next five years, reshaping demand...
March’s Jobs Report and the Art of Misdirection
Behind the rosy March employment headline, a quiet exodus: nearly 400,000 Americans gave up on the job market in a single month. By...
Federal Reserve Holds Rates Steady at March Meeting as Oil Price Spike Clouds Outlook
Wells Fargo economists expect two rate cuts remain on the table in 2026, though elevated inflation from energy costs could push the timeline...
