Is The Ship Sinking?

Welcome to the Real Estate Espresso Podcast, your morning shot of what’s new in the world of real estate investing. I’m your host, Victor Menasce.On yesterdays show we talked about the employment numbers for the US from payroll processing company ADP. The ADP numbers were a weak ...  Show more

We regularly look at macro economic data to forecast interest rates. Interest rates affect one of the three main variable associated with any project. Those three variables are construction costs, capital costs and rent. Everything else is a rounding error by comparison. We are e ...  Show more

Our U.S. Public Policy Strategist Ariana Salvatore unpacks how China’s announced rare earth export controls and signals of sweeping U.S. tariffs could impact global supply chains, markets and economic growth.

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We catch up on the ongoing disruption to the shipping industry after Houthi attacks on commercial vessels.The Iran-backed group said it was targeting ships linked to Israel, the US and the UK in support of Hamas.We look at the cost of diverting cargo away from the Red Sea, and he ...  Show more

Many of the U.S. Navy’s shipbuilding programs are currently running over budget and behind schedule, raising serious concerns about the Navy's future operational strength and the broader capacity of U.S. industry to scale production in the event of a larger conflict. This situati ...  Show more

Chinese equities begin 2024 in the red with official manufacturing activity contracting, despite a private survey showing the sector accelerating at its fastest pace in 7 months. At least 30 people have died in western Japan following a 7.6-magnitude earthquake. Many are belie ...