The Fed's Last and Final Rate Increase

Kelley is based in NYC and is the President of Rose Valley Management, an institutional firm with over 10,000 apartments in their portfolio nationwide. On today's show we are talking about how market dynamics have changed with the current over-supply in many primary markets. It i ...  Show more

Today we’re talking about a phenomenon that’s showing up in land markets across North America, especially in regions being marketed as “next wave” data center corridors.There is real data center demand. No question. But there’s also a growing layer of speculative behavior that is ...  Show more

Amid global shocks across supply, commodities and the U.S. Dollar, central banks continue to fight hard against inflation, leading many to wonder if a global recession is imminent.

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Welcome to Thoughts on the Market. I'm Seth Carpen ...

As the economic growth spread between Asia and the rest of the world widens, China’s reopening is unlikely to spur growth that spills over globally.

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Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's ...

US inflation is at a 40-year high and the UK is effectively in recession as demand slows for Chinese-made goods. Prime Minister Boris Johnson, though addressing the British economy, could have been speaking for the whole world when he said in a recent interview that “we’re going ...  Show more

Corporate credit is likely to continue outperforming, even if downward revisions to GDP, sticky inflation data and a potential government shutdown could mean a less restrictive approach from the Fed.

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Welcome to Thoughts on the Mark ...