Intro

A spate of economic and political headlines has traders working harder than usual to assess US indicators for clues on interest rates and property markets. In this episode of the Bloomberg Intelligence Macro Matters Podcast, Lisa Pendergast, president and CEO of CREFC, joins host and BI chief US rates strategist Ira Jersey, senior REIT analyst Jeffrey Langbaum and senior US and Canada rates strategy associate Will Hoffman to discuss all things commercial real estate. They discuss changes in sentiment post-Covid-19 and relative value across market segments. They also examine the potential for continued office-space conversions, and how the industry is approaching its maturity wall with the Federal Reserve on hold.

The Macro Matters podcast is part of BI’s FICC Focus series.