Economy/Ecommerce
Economist’s View: The Butterfly Recovery Has Begun
The U.S. economy’s path toward recovery is bound to involve several stops, detours and starts along the way.
Economist’s View: Look Before You Leap
A wait-and-see attitude is the prudent approach when making investment decisions in the age of COVID-19, according to economist Hugh F. Kelly.
The COVID-19 Economy: Beyond the Tipping Point
The pandemic is exacerbating long-overlooked economic weaknesses. Hugh Kelly sketches a map of the difficult road ahead.
Economist View: What Price Is Too High to Pay?
In a short time, the U.S. economy and the commercial real estate industry has been set up to fall very far, according to Dr. Peter Linneman.
2019 New Orders
The value of manufacturers’ new orders across multiple industries, updated monthly.
Economist’s View: Investment Is About Expected Returns
A drop-off in business confidence is an indicator of an uncertain future, notes economist Hugh F. Kelly.
Get Ready for CRE’s ‘New Normal’
According to economist Hugh Kelly, there are reasons to believe the U.S. economy is already shifting into “an altered state that will require significant adjustments to conventional expectations for commercial property.”
Why the Yield Curve Is Not the Bellwether It Used to Be
The entire government debt market is so manipulated by the Fed and major foreign governments that the yield curve no longer says much about market beliefs, according to Dr. Peter Linneman.
How Trade Wars Affect CRE, the Economy
How do trade policies affect the real estate industry? Economist Hugh Kelly surveys lessons from economic history and looks ahead to the likely impacts.
Economic View: Why You Should Watch the Yield Curve
Some key economic indicators show continued strength, but there is more to the story. Trends in the yield curve appear to presage leaner times ahead, advises Hugh Kelly, the veteran real estate economist and CPE columnist.