Confidence, Debt Ownership, and Systemic Risk

Willy sat down with renowned economist Dr. Peter Linneman for another installment of the Most Insightful Hour in CRE where they unpacked the latest insights from the Fall Linneman Letter.

Peter shared his perspective on the forces shaping today’s economy, including GDP growth, hidden weakness in the labor market, Fed rate cut predictions, whether deficits and government shutdowns really matter, the housing market, oil prices, and what the uneven real estate recovery means for investors across all asset classes.

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