The TreppWire Podcast: A Commercial Real Estate Show cover image

284. Turbulence Before Touchdown, Bank Earnings, Retail Store Closures & Knockout Acquisition Deals

The TreppWire Podcast: A Commercial Real Estate Show

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Navigating Market Volatility Amid Political Change

This chapter delves into the anticipated volatility in the bond market and treasury yields as the presidential election approaches, using the MOVE Index for predictions. It highlights recent economic indicators, including a drop in import prices and a surge in retail sales, indicating strong consumer activity and a cautiously optimistic economic outlook. The discussion also addresses significant retail closures by major chains like Walgreens and 7-Eleven, examining their implications for the future of retail amidst changing consumer behaviors.

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