Although July's jobs report came in under the consensus expectation and the past year's average monthly gain, the economy continues to show late-cycle strength.
With escalating trade conflict with the U.S., domestic developers' mounting debt, and unprecedented deleveraging, is China’s property market entering choppy waters?
GDP growth in Q2 was a strong 4.1%, driven by broad gains in consumption, exports, investment and government spending.
The U.S. and China recently placed import tariffs on $34 bn of each other’s products. The U.S. has also threatened tariffs on imports from Europe, Canada and Mexico. Should the trade disputes escalate, industrial space demand will likely decline.
Rising U.S. interest rates and an uncertain outlook for the dollar have driven up hedging costs for Asian investors over the past year. This is beginning to impact U.S. CRE, with Asian investment volume down 62% year-over-year in Q1…
A significant (and worsening) shortage of truck drivers is raising shipping costs, which may spark the expected inflationary pressures that have thus far remained absent…
And now for something completely different…
The recent U.S.-China rhetoric may turn out to be just that, but we should consider what such a war might do to commercial real estate.
Advantage is CBRE.
The market's most significant trends, discussed by economists and research leaders. Presentation slides from our September conference are available.
Join the Discussion.
Hear what we think about the macro factors and leading indicators.
Tour the Experience.
Learn about the updated styling and menus and what's next for the platform.