
Marketplace The case of the missing GDP report
6 snips
Oct 30, 2025 Daniel Ackerman, a Marketplace reporter, delves into how economists are estimating third-quarter GDP amidst a government shutdown, revealing mixed but generally positive growth forecasts. Justin Howe discusses challenges in commercial real estate, highlighting high vacancy rates and the impact on banks. Megan McCarty Carino explores viewer dissatisfaction with new TV technologies, addressing the 'soap-opera effect.' Lastly, Natasha Dangoor shares insights on the niche of premium 'fine water' in restaurants, reflecting changing consumer preferences.
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Private Models Show Positive Q3 Growth
- Federal Reserve regional models and private analysts still point to positive Q3 GDP despite missing BEA data.
- Growth was driven by business investment (AI infrastructure) and wealthier consumers' spending on cars.
Regional Banks Feel CRE Pain Most
- Commercial real estate stress is concentrated in offices, with regional banks most exposed.
- Banks are working with borrowers and offering concessions to avoid defaults and foreclosures.
Maturing Loans Could Reset CRE Market
- Many maturing CRE loans were taken at low rates and now face much higher refinancing costs.
- Rising rates will force owners to sell or restructure, which could improve market health through recapitalization.



