JF 4070: Recession Risks, Market Signals and CRE Outlook with John Chang

On this week’s episode of The Horizon Podcast, John Chang explores whether the U.S. economy is heading toward a mild recession, a period of slow growth, or a stronger-than-expected expansion in 2026. Drawing on conversations with top investors, economists, and market data, John weighs the indicators pointing both ways—such as unemployment, inflation, consumer sentiment, and the yield curve—and examines how the stock market’s performance has been propping up overall growth. He also breaks down key commercial real estate insights, from updated absorption and vacancy rates to rising cap rate opportunities, and shares why now may be the window for institutional capital to reenter the market. The episode concludes with John’s measured optimism about CRE’s long-term performance despite near-term volatility.

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Podcast production done by ⁠Outlier Audio⁠

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