B+E Research and Insights
B+E Weekly NewsletterApril 2 – April 8, 2024MARKETMarkets Wonder If There Will Be Only Two Rate Cuts This YearThe Fed always brings up the dual mandates of controlling prices via inflation and supporting full employment. However, there is an apparent shadow third mandate: don’t spook the markets.Investors are now forecasting about 65 basis points of rate reductions […]
B+E Weekly Newsletter March 26 – April 1, 2024 MARKET WHO’S LENDING FOR WHAT Overall, the breakdown by lender type in 2023 was close to that of 2022 except for a significant increase in government agency funding from 19% to 26%. But that shift was closer to the 2015 to 2019 average of 23%. Also, […]
B+E Weekly NewsletterMarch 19 – March 25, 2024MARKETFEDERAL RESERVE STILL FORESEES 3 RATE CUTS THIS YEAR DESPITE BUMP IN INFLATIONChair Jerome Powell said the surprising pickup in inflation in January and February hadn’t fundamentally changed the Fed’s picture of the economy: The central bank still expects inflation to continue to cool, though more gradually than […]
B+E Weekly Newsletter March 12 – March 18, 2024 MARKET NET LEASE COULD GET RELIEF UNDER TAX BILL The House has passed the Tax Relief for American Families and Workers Act of 2024 bill. The bill would restore 100% bonus depreciation retroactively for investments made since the end of 2022 and maintain 100% bonus depreciation […]
B+E Weekly Newsletter March 5 – March 11, 2024 MARKET INTEREST RATE ‘LIKELY AT ITS PEAK’ BUT DON’T EXPECT CUTS NOW | GlobeSt.com It’s good news, with a touch of uncertain caution, in Federal Reserve Chair Jerome Powell’s delivery of the central bank’s semiannual monetary policy report to Congress on Wednesday. The economic outlook is […]
B+E Weekly Newsletter February 20 – February 26, 2024 MARKET SLIGHT UPTICK IN CRE LOAN CLOSINGS SIGNALS POSSIBLE STABILIZATION OF FINANCING MARKET | Bisnow Indications from The Federal Reserve that borrowing costs have peaked are restoring confidence and paving the way for more transactions. Still, a decline in credit spreads, less fluctuation between the highest […]
B+E Weekly Newsletter February 27 – March 4, 2024 MARKET MARCH FED MEETING IS EXPECTED TO LEAVE INTEREST RATES UNCHANGED | Forbes Fixed income markets expect the U.S. Federal Reserve to hold rates steady at the conclusion of its next meeting on March 20. Both Fed projections and market expectations see interest rates in 2024 […]
B+E Weekly Newsletter February 13 – February 19, 2024 MARKET STICKY INFLATION STICKS IT TO AN EARLY FED RATE CUT | GlobeSt.com The Consumer Price Index was up 0.3% month-over-month in January 2024 on a seasonally adjusted basis. Over the last 12 months, it was 3.1%. That’s down from the 3.4% of December 2023. While […]
B+E Weekly Newsletter February 6 – February 12, 2024 MARKET THREE REASONS WHY H2 WILL BE BUSIER | Globe St. Yields on Treasury Bonds have dropped sharply over the last 90 days. The yield on the 10-year bond is down more than 100 basis points since November. This is positive news for the industry, as […]










