Declarations of War: A Humorous Exploration

Episode 96: GDP Miss, Fed Paralysis & a Frozen Real Estate Market

This week on Drunk Real Estate, we’re diving deep into the Q1 GDP shock, the Fed’s continued delay on rate cuts, and why the commercial real estate market is stalled but not yet crashing.

With inflation cooling and employment softening, many expected the Fed to pivot—but Powell seems stuck in neutral. Meanwhile, global trade shifts, delayed refinancing, and rising CRE debt risks are quietly reshaping the economy.

- GDP miss: What went wrong—and what it might mean - Why Powell isn’t cutting rates yet, even with softening inflation - Commercial real estate is frozen—what's keeping it from breaking? - Import surges, trade distortions, and recession warning signs - What investors need to watch in Q2 and beyond

Grab a drink and join the crew for unfiltered insight on markets, policy, and the strange macro environment we’re in.