CBRE EA BLOG Deconstructing CRE

  • A disappointing May jobs report

    Jun 2, 2017, 14:16 PM by Jeff Havsy
    U.S. employers added 138,000 jobs in May—well below the consensus forecast of 185,000 jobs. March and April figures were revised downward by 66,000. The unemployment rate fell to 4.3%—its lowest level since 2001—but the labor force participation rate dropped to 62.7%.
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  • March jobs report: Back to reality

    Apr 7, 2017, 13:16 PM by Jeff Havsy
    U.S. employers added 98,000 jobs in March—well short of the consensus expectation for 180,000. Seasonal weather factors are partially to blame: Mild winter weather in January and February boosted job growth well above 200,000, and late-season snowstorms contributed to the poor number in March. All told, it was a solid first quarter...
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  • February retail sales disappoint; economic and immigration policy are risks

    Mar 16, 2017, 11:42 AM by Jing Ren
    With weakness in most segments, February retail sales disappointed. Delayed tax refunds and immigration policy may have contributed to the weak retail sales—the latter a particular source of concern for retailers in markets with large immigrant populations. Policy on immigration and the economy may represent the greatest risk to retail markets over the coming quarters.
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  • March rate rise: Fed looks to get ahead of inflation

    Mar 15, 2017, 15:05 PM by James Bohnaker
    Upward pressure on cap rates is expected, muted by strong capital flows from foreign and domestic institutional investors. CRE fundamentals remain strong overall, and improved business and consumer confidence may lead to enhanced late-cycle tenant demand.
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  • Employment Situation: Feb 2017

    Mar 10, 2017, 14:36 PM by Jeff Havsy
    February’s jobs report was strong, with excellent headline numbers, good wage growth and rising labor force participation. Nothing in this report should give the Fed pause about raising rates next week.
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  • Employment Situation: January 2017

    Feb 3, 2017, 12:10 PM by Jeff Havsy
    Our outlook is unchanged after a good, but not great, report to kick off 2017.
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  • Retailers thankful for a confident U.S. consumer

    Dec 26, 2016, 14:37 PM by James Bohnaker
    Concern about a slowdown in consumer spending can go on the back burner, thanks to recently revised data from the BEA. The latest release shows significantly better Q3 personal consumption growth (2.8%) that was initially estimated (2.1%).
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