The TreppWire Podcast: A Commercial Real Estate Show cover image

353. From Dot Plot to Deal Flow: Unpacking the Fed's Cut, Retail Data Stays Strong, Paramount’s $1.6B Play, Special Servicing Rates Fall

The TreppWire Podcast: A Commercial Real Estate Show

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Fed Cut, Dot Plot Confusion & SOFR Spike

Breakdown of the Fed's 25bp cut, ambiguous dot plot and guidance, market reaction, and a technical explainer of a short-term SOFR spike driven by heavy Treasury issuance and Fed balance sheet runoff.

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