Q1 2024 Commercial real estate outlook: The long way ’round
The U.S. commercial real estate market enters 2024 balancing hopes for a better year with fears of a more significant downturn.
Chief U.S. Economist Lara Rhame’s 10 for ’24
Chief U.S. Economist Lara Rhame offers her predictions for the 10 essential macro and market trends facing investors in 2024.
Q4 2023 Commercial real estate outlook: Push and pull
Countervailing forces continue to define today’s CRE market, with the push of higher interest rates opposed by the pull of impressively resilient fundamentals.
Q4 2023 Corporate credit outlook: Riding the wave
Rising real rates cast doubt on equities and growth while credit outperforms driven by elevated yields. Lower-rated credit continued to lead returns despite tighter spreads.
Q4 2023 Economic outlook: Dodged or delayed?
Looking into 2024, we examine whether an economic slowdown has been dodged—or merely delayed.
Q3 2023 Commercial real estate outlook: Are we there yet?
Will the CRE correction continue until prices normalize or is the downturn taking us for a bumpier ride?
