Want to create an interactive transcript for this episode?
Podcast: The TreppWire Podcast: A Commercial Real Estate Show
Episode: 322. Data Tells All: Powell’s Play, Market Uncertainty, Loan Spreads, & CRE Transactions
Description: In this week's episode of The TreppWire Podcast, we break down the latest inflation data, analyze Federal Reserve Chair Jerome Powell’s message, and explore shifting Fed expectations while assessing what all this means for market uncertainty ahead. We unpack the consumer impact of the US-China trade war, even as retail sales exceed forecasts. In financial markets, we dive into balance sheet loan spreads from Trepp’s weekly spread survey and examine Q1 2025 bank earnings. Turning to the property stories of the week, we share two trading alerts on mall loan defaults while also spotlighting an enco...