Market Insights: Treasury Yields and Earnings Impact

CRE Exchange hosts Omar Eltorai and Cole Perry discuss the latest macroeconomic news, including the Federal Reserve's recent interest rate decision, along with data on housing, construction spending, and GDP releases. They also touch on what has been moving the markets with a look at recent earnings across banks and commercial real estate firms. Finally, they share a review of sentiment findings from CREFC’s most recent Board of Governors survey, and share a round-up of all the upcoming earnings calls and releases they will be monitoring over the next week.

Key Moments:

00:50 Macro Update: Inflation and Economic Indicators

04:36 Housing Market Insights

07:49 Construction Spending Analysis

11:55 Market Movements and Earnings Season

16:20 Bank Earnings and CRE Impact

18:58 Asset Management and REITs

22:25 CREFC Survey and Future Outlook

24:54 Upcoming Earnings Calls and Data Releases

Resources Mentioned:

CREFC Board of Governors Survey - https://www.crefc.org/cre/content/News/Items/advocacy-items/CREFCs_4Q_2024_Sentiment_Index_Highlights_Broad_Optimism_as_Market_Dynamics_Stabilize.aspx

FOMC Meeting - https://www.federalreserve.gov/monetarypolicy/fomcpresconf20250129.htm

Bureau of Economic Analysis - Personal Income and Outlays release - https://www.bea.gov/data/income-saving/personal-income

University of Michigan Survey of Consumers - http://www.sca.isr.umich.edu/ 

US Census Bureau’s new residential sales release - https://www.census.gov/construction/nrs/current/index.html

US Census Bureau’s Construction Spending release - https://www.census.gov/construction/c30/current/index.html

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