Government Efficiency and Real Estate Dynamics

Our hosts, Omar Eltorai and Cole Perry, deliver a packed agenda this week with a discussion on recently released economic data, including PCE, GDP, consumer confidence, and housing statistics. They also share a brief update on the state of the markets, focusing on movements in equities and fixed income, as well as the latest earnings reports from retailers. Finally, the team serves up a "policy potluck," where we cover a variety of topics from Washington, and provide updates on aggregate banking information.

Key Moments:

0:51 Economic data highlights

05:50 Market updates and retailer earnings

08:45 Housing market insights

12:08 Treasury yields and market movements

16:58 Retailer earnings deep dive

21:55 Policy potluck: Banking and government updates

39:23 Upcoming data releases and announcements

Resources Mentioned:

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