Economy/Ecommerce
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.
2021 New Orders
The value of manufacturers’ new orders across multiple industries, updated monthly.
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.
ICYMI: Why Those Who Predicted CBD Flight Will Be Surprised
The 20 largest MSAs were hit hardest by shutdowns. Economist Hugh Kelly sizes up how they’re doing now.
Economist’s View: The Long, Uneven Road to Recovery
While GDP forecasts remain highly optimistic, not all recoveries will be equal.
After the Long, Dark Winter
Why uncharted conditions demand unconventional thinking about what’s ahead for the economy—and for real estate.
Economist’s View: CRE Asset Price Inflation to Continue
While consumer prices expanded modestly over the past decade, asset values improved notably.
2020 New Orders
The value of manufacturers’ new orders across multiple industries, updated monthly.
Economist’s View: Rise to the Challenge
In highly uncertain conditions, maintaining a “core of humble open-mindedness” is the way to go, according to economist Hugh Kelly.