Category: Economy

Chart – Inflation Watch New Year’s Day 2023: TIPS Indicating 2.33% Expected Inflation for Next 5 Years

Jan 01, 2023 - Economy - 0 Comments - Standard

The chart above is of the 5-Year breakeven inflation rate, commonly referred to as the TIPS spread, for the five year period ending on December 30, 2022, the last trading day of 2022. This illustrates the difference in the yields, i.e. the spread, between United States Treasury bonds and Treasury Inflation-Protected Securities (TIPS) of the […]

Video: Kendall Capital CEO Clark Kendall Discusses Investing Climate Given Rising Rates & Inflation

Dec 09, 2022 - Economy, Trends - 0 Comments - Standard

Clark Kendall, President and CEO of Kendall Capital, which refers to itself a wealth management firm providing investment and financial planning services for middle-class millionaires, joins America’s Commercial Real Estate Show host Michael Bull to provide some perspective on the current market as well as strategies for investors. He begins by defining where we are […]

Video: Macro Trend Advisors Founding Partner Mitch Roschelle Discusses Economic Outlook

Dec 01, 2022 - Economy - 0 Comments - Standard

Mitch Roschelle, Macro Trend Advisors Founding Partner, joins America’s Commercial Real Estate Show to discuss the current economy and expectations for it in the future and its effect on commercial real estate. Topics discussed include rising interest rates, trends in cap rates, and potential opportunities in commercial real estate. He begins by discussing the Fed’s […]

Video: CCIM Economist KC Conway Discusses What Lies Ahead

Nov 29, 2022 - Economy - 0 Comments - Standard

 KC Conway, aka The Red Shoe Economist, joins Americas Commercial Real Estate Show to discuss expectations for interest rates, pricing discovery, and opportunities in the current commercial property market. The discussion begins with frustration expressed about the Fed’s actions to date. He notes that the Fed is essentially, by its actions, telling lenders to […]

Chart – Inflation Watch Halloween 2022: TIPS Indicating 2.67% Expected Inflation for Next 5 Years, Down from 3.59% March Peak

Nov 01, 2022 - Economy - 0 Comments - Standard

Posted above is the chart for the 5-Year breakeven inflation rate, commonly referred to as the TIPS spread, for the five years ending on Halloween, October 31, 2022. A calculation of the difference in the yields, i.e. the spread, between United States Treasury bonds and Treasury Inflation-Protected Securities (TIPS) of the same maturity, this spread […]

Video: NAR Senior Economist Gay Cororota Discusses Their Economic Outlook 2022

May 17, 2022 - Economy - 0 Comments - Standard

In this 25 minute videos, NAR Senior Economist Gay Cororotan shares their outlook. This discussion includes the impact of inflation, rising interest rates, the infrastructure bill, and the Russian invasion of Ukraine (and knock-on effects). Gay notes that the recent inflation number of 8.5% is the highest in 40 years. The discussion moves on to […]

Chart: The Stunning Pandemic Driven Plunge in the Labor Participation Rate

Mar 15, 2022 - Economy - 0 Comments - Standard

With news of Starbucks unionizing and personal experiences we have all had with unavailability of workers, this chart should come as no surprise. Nonetheless, it is a stunning thing to see it visually in a chart like the one above. The peak just before the plunge was 63.5%. Two months later, it bottomed out at […]

Chart: Inflation Watch 2021 Intra-Quarter Update; Inflation Expectations Climbing

Mar 10, 2022 - Economy - 0 Comments - Standard

The 5-year TIPS spread, after almost calmly sitting a bit elevated over pre-pandemic levels in late 2021, has now spiked of a sudden spiked to the highest level in a number of years and to a level about 70% higher than where it was generally hovering pre-pandemic. There has been much talk in the financial […]

Chart: Inflation Watch 2021 Intra-Quarter Update; Inflation Expectations Climbing

Oct 26, 2021 - Economy - 0 Comments - Standard

The 5-year TIPS spread, after almost calmly sitting a bit elevated over pre-pandemic levels, of a sudden spiked from its prior month close of 2.51% to 2.95% on October 25th. There has been much talk in the financial press of inflation pressures, but except for an initial move to the 2.5% range this has not […]

Video: Atlanta Fed’s Brian Bailey Presents View on Commercial Real Estate 2021

Oct 19, 2021 - Economy - 0 Comments - Standard

Brian Bailey, Real Estate Subject Matter Expert at the Federal Reserve Bank of Atlanta, shares his view on the commercial real estate market, including retail and office properties, supply chain issues, inflation expectations and the jobs outlook. He talks about the effects of vaccination rates on manufacturing and issues with people not being yet able […]

Chart – Inflation Watch 2021 Q3: Inflation Expectations Holding Though Elevated

Oct 01, 2021 - Economy - 0 Comments - Standard

The 5-year TIPS spread continues to steadily hover around the 2.5% range, closing at 2.51% on September 30th, nearly exactly the same as the prior quarter close of 2.46%. If one considers the pre-pandemic level to be 1.75%, then the TIPS spread, and thus inflation expectations, continue to be about 75 basis points higher than […]

Video: NAREIT’s Midyear Outlook; Robust Recovery, Growth

Aug 26, 2021 - Economy, Trends - 0 Comments - Standard

Economist Calvin Schnure from the National Association of REITs, more commonly referred to as NAREIT, appears on America’s Commercial Real Estate Show with its Michael Bull to share an update on REITs (real estate investment trusts) and how the economy, trends in work from home, and the recovery will impact the interest rate environment, various […]

Chart – Inflation Watch May 2021: Rise in Inflation Expectations Pauses at Elevated Levels; 5-Year TIPS Spread Indicating 2.57%

Jun 15, 2021 - Economy - 0 Comments - Standard

Above is the chart for the 5-Year breakeven inflation rate, commonly referred to as the TIPS spread, for the five years ending May 31, 2021.A calculation of the difference in the yields, i.e. the spread, between United States Treasury bonds and Treasury Inflation-Protected Securities (TIPS) of the same maturity, this spread is a useful and […]