Charlie Williams’ Post

Encouraging inflation and retail data calm markets. This week’s update from BWE shows increased confidence in the Fed’s inflation targets, strong Retail Sales growth, and Treasury yields ending the week at 3.88%. Read the full report at bwe.com/capital-markets #BWE #CapitalMarkets

Encouraging inflation and retail data calm markets. This week’s update from BWE shows increased confidence in the Fed’s inflation targets, strong Retail Sales growth, and Treasury yields ending the week at 3.88%. Read the full report at bwe.com/capital-markets #BWE #CapitalMarkets

Encouraging inflation and retail data calm markets. This week’s update from BWE shows increased confidence in the Fed’s inflation targets, strong Retail Sales growth, and Treasury yields ending the week at 3.88%. Read the full report at bwe.com/capital-markets #BWE #CapitalMarkets

Encouraging inflation and retail data calm markets. This week’s update from BWE shows increased confidence in the Fed’s inflation targets, strong Retail Sales growth, and Treasury yields ending the week at 3.88%. Read the full report at bwe.com/capital-markets #BWE #CapitalMarkets

Encouraging inflation and retail data calm markets. This week’s update from BWE shows increased confidence in the Fed’s inflation targets, strong Retail Sales growth, and Treasury yields ending the week at 3.88%. Read the full report at bwe.com/capital-markets #BWE #CapitalMarkets

Encouraging inflation and retail data calm markets. This week’s update from BWE shows increased confidence in the Fed’s inflation targets, strong Retail Sales growth, and Treasury yields ending the week at 3.88%. Read the full report at bwe.com/capital-markets #BWE #CapitalMarkets

Encouraging inflation and retail data calm markets. This week’s update from BWE shows increased confidence in the Fed’s inflation targets, strong Retail Sales growth, and Treasury yields ending the week at 3.88%. Read the full report at bwe.com/capital-markets #BWE #CapitalMarkets

This past Sunday’s Agency and Capital Markets Update Commentary (link below) discussed the weak CPI and PPI reports of last week, which showed consumer prices growing at the slowest pace in 18 months with Super Core Goods and Super Core Services both falling slightly. We wondered if earlier indications of stress among consumers was actually taking its toll.   Tuesday’s Retail Sales report for May certainly backed up that thesis, as Retail Sales rose less than 0.1% (0.3% projected) and Core Retail Sales fell 0.09%. On top of that, the April Retail Sales and Core Retail Sales figures were revised downward, sending both into negative territory for that month. Keep in mind that these figures are all before inflation, so on an inflation adjusted basis, Retail Sales are falling month over month for the 2nd straight month.  Industrial Production in May, however, rose 0.9%, compared to 0.0% in April and a projection of 0.3% for May. Recessionary concerns are building, but we keep getting bits of data that supports continued growth. Enjoy the read and Stay Tuned! Read the full article here: https://lnkd.in/gEDYJwY2 Ramsey Daya, Chris Moritz, Joshua Braceros, Meghan Walsh Varga, Lillian Aceituno, Alec Newman, Garrett Swanky, John Kelley, Caitlin Barrett, Travis Bailey #newmark #multifamily #multifamilyrealestate #commercialrealestate #capitalmarkets #realestate

Rate cut still on track despite Retail Sales report. Here are the top capital markets takeaways from the past week: - June shoppers demonstrate resilience with a smaller-than-expected retail sales slowdown. - Political developments having modest impact on equity markets; fixed-income yields undaunted. - Fed officials hint at rate cuts if consistent evidence of cooling inflation is observed. - Treasury yields traded in a tight range with a high likelihood of rate cuts in September. For the complete expert breakdown of the latest capital markets news and updates, visit our capital markets weekly digest at bwe.com/capital-markets #BWE #capitalmarkets

Recent inflation and retail data boost market confidence. Here are the top BWE capital markets takeaways from the past week: Confidence in the Fed’s 2% inflation target is supported by recent PPI and CPI data. Retail Sales for July grew by 1.0%, easing economic slowdown concerns. Treasury yields ended the week at 3.88% after fluctuating. For the full breakdown, visit bwe.com/capital-markets #BWE #CapitalMarkets