The Fed's Last and Final Rate Increase

Today, I want to talk about amenities. Not in the abstract, not as a checklist, and not as a race to add more stuff, but as a lens into tenant psychology, capital allocation, and disciplined product design.Greystar recently published their latest amenities and apartment features ...  Show more

When developers talk about underwriting, they often focus on the numbers and forget the product. Yet in real estate, the product is inseparable from the math. One of the most common strategic mistakes I see is the instinct to blend into the average of the market. It feels safe. I ...  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 ...