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CRE rent growth has mostly outpaced inflation

Amid unrelenting inflation, this week’s chart looks at effective annual rent growth outpacing inflation across certain CRE sectors.

Rent, labor markets continue to challenge Fed

As the Fed remains determined to temper inflation, this week’s chart looks at two stubborn inflation drivers: shelter and labor markets.

Q4 Corporate credit outlook: At a crossroads

With the market environment at a critical juncture, we examine the potential outcomes for credit in the final months of the year.

Volatility escalates as yields march higher

As short-end rates march higher, this week’s chart looks at growing rate volatility from two perspectives: weekly yield changes and the MOVE Index.

Q4 2022 Commercial real estate outlook: Recalibration in progress

We examine the bright spots across the real estate market in a more challenging macro environment.
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