We dig into the Fed’s recent meeting minutes, Q1 GDP revisions, consumer confidence trends, and the latest FDIC banking data. From inflation signals and trade tensions to CRE lending slowdowns and cooling construction activity, the episode connects the dots between the broader economy and the decisions facing market participants in 2025. Whether you're watching the labor market, pricing strategies, or borrower behavior, you’ll want to press play on this pulse check.

Key Moments:

01:28 FOMC Minutes and market reactions

04:04 GDP numbers and economic projections

09:15 Personal income, outlays, and consumer confidence

13:55 Manufacturing and construction data

19:47 FDIC Quarterly Banking Profile insights

26:14 Upcoming reports and announcements

Resources Mentioned:

Q1 2025 US CRE Investment and Transactions Quarterly report - https://www.altusgroup.com/featured-insights/cre-transactions/

US CRE Transaction Analysis – Q1 2025 - https://www.altusgroup.com/insights/us-cre-transactions/

Multifamily sentiment rebounds as the US housing market rebalances - https://www.altusgroup.com/insights/multifamily-sentiment-rebounds-as-us-housing-market-rebalances/

FOMC Minutes - https://www.federalreserve.gov/monetarypolicy/fomcminutes20250507.htm

OECD Economic Outlook - https://www.oecd.org/en/topics/economic-outlook.html

PCE index - https://www.bea.gov/data/personal-consumption-expenditures-price-index

Conference Board Consumer Confidence Survey - https://www.conference-board.org/topics/consumer-confidence

US Census Bureau Construction spending - https://www.census.gov/construction/c30/c30index.html

FDIC Quarterly Banking Profile - https://www.fdic.gov/quarterly-banking-profile

Email us - [email protected]

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