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Podcast: The TreppWire Podcast: A Commercial Real Estate Show
Episode: 353. From Dot Plot to Deal Flow: Unpacking the Fed's Cut, Retail Data Stays Strong, Paramount’s $1.6B Play, Special Servicing Rates Fall
Description: In this week’s episode of The TreppWire Podcast, we analyze the Federal Reserve's recent rate cut and the impact on the commercial real estate (CRE) capital markets. We revisit the movement of the Secured Overnight Financing Rate (SOFR) and credit spreads leading up to the decision. We also unpack the stronger-than-expected retail sales data for August, debate whether economists are overestimating the impact of tariffs on spending, and touch on the current economic stability amid market risks. Turning to CRE stories of the week, we talk about Rithm Capital’s plans to acquire Paramount Group for $1.6 billion, Brookfield’s comp...