TREASURY YIELD INVERSION The yields on the 5-year and 30-year US treasuries inverted on March 28th for the first time since 2006, raising fears of an upcoming recession. The yield on the 5-year note reached 2.56%, while the yield on the 30-year at one point fell as...

The FED Raises Interest Rates For the first time since 2018, The Federal Reserve’s policy-setting committee raised interest rates as they pivot away from recovery-focused accommodations towards a more aggressive fight against persistent domestic inflation. The Federal...

Russia-Ukraine: RCA Analysis of Impact on Commercial Real Estate According to Real Capital Analytics’ Senior Director of EMEA Analytics, Tom Leahy, the spiraling conflict in Ukraine will most likely only have indirect effects on global commercial real estate...

1. CPI INFLATION The Consumer Price Index (CPI) rose 0.1% month-over-month and 5.0% year-over-year through March, according to the Bureau of Labor Statistics’ latest release. It was the slowest monthly climb for prices since December. Energy prices are down 6.4%...

1. INTEREST RATE IMPACT ON BANK SECURITIES AND CAPITAL After recent distress in the banking sector, there is a risk that many of the small and mid-sized banks that hold the bulk of US commercial real estate loans may see a credit crunch, dampening liquidity in the...

1. INFLATION The Consumer Price Index (CPI) rose 0.4% month-over-month and 6.0% year-over-year on a seasonally adjusted basis through February, according to the Bureau of Labor Statistics’ March 14th release. Both the monthly and annual measures decelerated from...