Thank goodness! The Fed decided not to fan the hair on fire reaction to the recent inflation data. Instead, they put a bit of the fire out by announcing QT will be winding down. Can’t imagine they would do that if they didn’t think inflation was headed back to target. And it is.

I’m perplexed by the sell-off in stock and bond markets in response to today’s GDP report for the 1st quarter. The increase in real GDP was a bit softer than I had expected, but only a bit, and the report remains consistent with the economy growing at its potential. The weaker…

'If I were king for the day, David, I would say 'yea,' we should be cutting rates.'

Moody's Analytics chief economist Mark Zandi tells @saraeisen and David Faber that he believes the Fed has accomplished its dual mandate and can start to cut rates.

This is a big week for economic data. The headline is real GDP growth for the 1st quarter. Growth should be down the fairway, posting an increase of 2%, give-or-take. Consumers continue to lead the way, and businesses are doing their part. Trade is a wildcard, and while it will…

Really enjoyed the co versatile with Mark Zandi and the MoodysAnalytics ECON team on all things #CRE .

Love the title!

#RealEstate #podcast

open.spotify.com/episode/0P9QAd…