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Podcast: The TreppWire Podcast: A Commercial Real Estate Show
Episode: 336. What Recession? Making Sense of (Constantly) Revised Macro Data & What it Means for CRE with Danielle DiMartino Booth & Dan McNamara
Description: With headlines shifting by the hour, we brought in two experts for a timely update on the macro landscape and its impact on commercial real estate (CRE). In this special guest episode of The TreppWire Podcast, we are joined again by Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, and Dan McNamara, Founder & CIO of Polpo Capital to give a pulse check after the June Fed meeting and changing geopolitical challenges. We discuss the outlook for 2025 rate cuts, the “higher for longer” narrative, pressing concerns around job losses, and the complexities of interpreting economic data in today’s uncert...