Bonnie Habyan’s Post

In case you missed yesterday’s June Market Movers report, here it is again. This month focuses on some of the most timely items in CRE and the macroeconomy, including ongoing speculation about the Federal Reserve. Will they keep interest rates high⤴️ into 2025 — or start cuts⤵️? That uncertainty is affecting investment decisions all over, including commercial real estate. We also take a look at the White House’s announcement of the definition of Zero Emissions Building and what that means. Plus, Our CEO and President, Chris Callahan, shares his insights on the current state of capital markets. Click here to read his thoughts and more. https://hubs.li/Q02Bx69v0 #economy #macroeconomy #capitalmarkets #xcaliber Chris Callahan Bonnie Habyan Jordan Blanchard Sal Tarsia Mike Hammond Eric Carlson, MBA Debbie Campbell Lauren Tisdale Amber Howard Sharon Callahan John Wells Alisa Yoch Paul J Fitzsimmons Scott Crimmins Michael Spachman RJ Guttroff Bucki Rogers Lawrence Zucker Jeff Goldberg Gregg Delany Kenneth Lorman

In case you missed yesterday’s June Market Movers report, here it is again. This month focuses on some of the most timely items in CRE and the macroeconomy, including ongoing speculation about the Federal Reserve. Will they keep interest rates high⤴️ into 2025 — or start cuts⤵️? That is affecting investment decisions all over, including commercial real estate. We also take a look at the White House’s announcement of the definition of zero emissions building and what that means. Plus, Our CEO and President, Chris Callahan, shares his insights on the current state of capital markets. Click here to read his thoughts and more. https://hubs.li/Q02Bxb-h0 #economy #macroeconomy #capitalmarkets #xcaliber

In case you missed yesterday’s June Market Movers report, here it is again. This month focuses on some of the most timely items in CRE and the macroeconomy, including ongoing speculation about the Federal Reserve. Will they keep interest rates high⤴️ into 2025 — or start cuts⤵️? That is affecting investment decisions all over, including commercial real estate. We also take a look at the White House’s announcement of the definition of Zero Emissions Building and what that means. Plus, Our CEO and President, Chris Callahan, shares his insights on the current state of capital markets. Click here to read his thoughts and more. https://hubs.li/Q02BxcNR0 #economy #macroeconomy #capitalmarkets #xcaliber

Please join Bernstein’s Dan Axelrod, CFP®️, CDFA®️, and Roosevelt Bowman, Senior Investment Strategist, for the Second Quarter of 2024’s edition of Identifying Market Opportunities with Dan and Roosevelt. The first quarter was a tale of two cities for stocks and bonds – a very different story than the Fourth Quarter of 2024 when both were up, big. Rates continued to rise across the board as more and more (too) strong economic data rolled in, hamstringing fixed income while equity markets rallied, and private alternatives proved their value. Then just last week, the story changed drastically. As the saying goes, one’s company, two’s a crowd and three’s a party. After three consecutive months of stronger than expected labor market and inflation data, we can no longer treat this as a seasonal anomaly, but rather need to treat it as the beginning of a trend. With this new trend of stalled progress on the return of the labor market to equilibrium and a gradual pace of disinflation, we are forced to adjust our forecasts for inflation and interest rates in the short- and medium-term, which will, of course, affect potential future returns for all asset classes. Tune in to hear more from Dan and Roosevelt and be sure to specifically listen in for this quarter’s “Most Interesting Chart(s)!”

💼 𝐖𝐈𝐋𝐋 𝐓𝐇𝐄 𝐅𝐄𝐃 𝐂𝐔𝐓 𝐁𝐈𝐆 𝐎𝐑 𝐒𝐌𝐀𝐋𝐋?  🔹 Former New York Fed President Bill Dudley is advocating for a 𝟓𝟎 𝐛𝐚𝐬𝐢𝐬 𝐩𝐨𝐢𝐧𝐭 interest rate cut, highlighting a strong case for aggressive action.   🔹 Speaking at the Bretton Woods Committee's Future of Finance Forum, Dudley acknowledged uncertainty: "I think there's a strong case for 50, whether they're going to do it or not."   🔹 Markets are reacting—traders now see a 𝟔𝟎% 𝐜𝐡𝐚𝐧𝐜𝐞 of a half-point cut, up from 30% a week ago.  Nick Timiraos of The Wall Street Journal raises the dilemma: 𝐛𝐢𝐠 𝐯𝐬. 𝐬𝐦𝐚𝐥𝐥 cuts at the upcoming Fed meeting. Regardless, a rate cut seems imminent.  https://lnkd.in/eebZbZzm Capital Management France (CMF)   #FederalReserve #InterestRates #MonetaryPolicy #BillDudley #Economy source The Wall Street Journal - Bloomberg

For those in Southern California and Long Island, NY with $250K+ to invest — what do you need to know about how markets performed in Q4? We break it down in this quick, 5-minute financial update.

Catch Vice President & Senior Portfolio Manager Romas Budd in conversation with Derek Amery as they break down the U.S. Federal Reserve's recent decision to cut interest rates by half a percentage point. This pivotal move may mark the beginning of a new era of easing in the U.S. economy. Tune in for their expert analysis and what this means for your investments! Listen now! https://lnkd.in/g5T_S98R #DynamicFunds #InvestwithAdvice

For those in Northern Virginia with $300,000 to invest — what do you need to know about how markets performed in Q4? We break it down in this quick, 5-minute financial update.

What are “rates” and what are they doing? Is the economy doing as poorly as the news suggest? In this episode of All That Matters, Mike and Ross cover what investors should be paying attention to as we ramp up into year end.

Is the Fed ready to cut rates? 🤔 Check out this episode of Facts vs Feelings, as Ryan Detrick and Sonu Varghese discuss upcoming rate cuts and labor supply with Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management. 🎧 https://apple.co/3X4K56f 🎧 https://spoti.fi/3T6qvVQ 👀 YT https://bit.ly/4fWSzVD #FactsVsFeelings #FederalReserve #InterestRates #Economy #LaborMarket