Economists View
Economist’s View: The Fed’s Misguided Path on Interest Rates
Why the central bank’s war on inflation is not just wrongheaded, but harmful.
Economist’s View: The Watchwords for 2023 Are Uncertainty and Stress
Hugh Kelly on how investors can be proactive rather than reactive in the face of disruptions on the horizon.
Economist’s View: How Inflation Will Impact Property Valuations
Net operating income growth is possible in a high-inflation environment.
Economist’s View: CRE and the Question of Forecasting
Predicting economic trends is as tricky as it is vital to commercial real estate. CPE columnist Hugh Kelly offers insights.
The Overlooked Upside of Higher Interest Rates
CPE columnist Peter Linneman on why higher rates may be getting a bad rap.
Economist’s View: How Employees’ Flight to Quality Impacts CRE
Hugh Kelly takes a deep dive into the implications of rapidly shifting workplace realities.
Economist’s View: Do Not Bet Against the US Economy
Despite inflation and rising interest rates, some economic indicators are playing out favorably for commercial real estate.
Economist’s View: Treasuries, Cap Rates and the ‘Big Squeeze’
Rising interest rates and a slow-growing economy stand to threaten the risk premium that is fundamental to investing, according to economist Hugh Kelly.
Economist’s View: Monetary Policy Is the Wrong Tool for Today’s Inflation
There’s more than meets the eye in today’s peculiar economy, according to Peter Linneman.
Economist’s View: Should We Worry About Inflation?
While the Federal Reserve says rising prices are transitory, a correction may be in store for CRE and the economy.