Market-Based Financial Conditions Indicators

Even with the federal data slowdown, there are still alternative indicators that give us a view into what’s happening in the US economy and commercial real estate. In this episode, our hosts, Omar Eltorai and Cole Perry, lean on data from private providers and trade organizations to uncover what’s happening across consumers, small businesses, labor, and financial markets and what it all means for CRE. They’re joined by Andrew Pabon from Altus Group’s Valuation Advisory team to share insights on the CRE debt space.

Key Moments:

01:31 Labor market indicators

05:35 Consumer data insights

13:21 Financial market conditions and business data

17:01 Small business economic trends

20:51 CRE credit trends and debt market insights

28:41 Interview with Andrew Pabon on the US CRE debt landscape

41:24 Upcoming economic data releases

Resources Mentioned:

Andrew Pabon - https://www.linkedin.com/in/andrew-pabon-15a6976/

Altus Group CRE Debt Capital Markets Survey - https://www.altusgroup.com/featured-insights/cre-debt-capital-markets-survey-registration/

Alternative version of Kansas City Fed’s Labor Market Conditions Indicators (LMCI) - https://www.kansascityfed.org/research/economic-bulletin/an-alternative-version-of-the-kc-fed-lmci-suggests-little-change-in-the-labor-market-in-september/

University of Michigan Consumer Sentiment Index - https://www.sca.isr.umich.edu/

Federal Reserve G.19 Consumer Credit Report - https://www.federalreserve.gov/Releases/g19/current/

New York Fed Survey of Consumer Expectations - https://www.newyorkfed.org/microeconomics/sce#/

Chicago Fed's National Financial Conditions Index - https://www.chicagofed.org/research/data/nfci/current-data

NFIB Small Business Economic Trends report - https://www.nfib-sbet.org/MainPage.html

Email us: altusresearch@altusgroup.com

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