Monthly Archives: March 2022

Consumer budget tightening stands to benefit a range of retail assets

2024-03-25T09:53:00-05:00March 25, 2024|Special Report|

While the 2.2 percent year-over-year gain in total core retail sales reported in February failed to match the 3.8 percent rise in core CPI, three key categories bucked this trend. Rising sales amid moderating or falling prices point to what purchases households are prioritizing amid tightening budgets. Factoring in inflation, [...]

Fed maintains caution; real estate investment gradually gaining momentum

2024-03-25T09:52:39-05:00March 25, 2024|Special Report|

Still-elevated inflation is leading Wall Street participants to delay expectations for the Federal Reserve to start cutting interest rates this year — shifting from spring to summer. Alongside strong hiring in the opening months of 2024, February's higher headline CPI reading contributed to the Federal Open Market Committee’s decision to [...]

Resilient job growth with uptick in unemployment could be the perfect mix

2024-03-11T10:33:19-05:00March 11, 2024|Special Report|

Employment growth accelerated in February with 275,000 jobs created, yet the unemployment rate also rose by 20 basis points to 3.9 percent. While the highest rate of unemployment in 25 months may be interpreted as a negative signal, in this case some labor market softening could be a positive sign, [...]

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