The Fed's Halo on Rates

This week, all eyes were on the inflation numbers, the Fed’s interest rate decision, and retail sales. In this episode, we dive into the macro news and discuss whether we think this is it for the CPI and Fed Funds Rate or if we’ll continue talking about it in the second half of the year. In CRE, we share takeaways from the annual CREFC conference in terms of issuance, price discovery, and predictions for the market. We also dive into an industrial demand story, analyze multifamily data, and note some big news in retail and office. Tune in now. Episode Notes: • CPI, Fed, retail sales (0:23) • CRE conference takeaways (7:58) • Industrial demand (15:20) • Multifamily: digging through the data (21:18) • Retail trading alert (29:28) • Mixed-use 101 (32:53) • Office stories (36:59) • Shoutouts (42:36)